Part 8/11:
In contrast, companies like Microsoft, Alphabet (Google), Meta, and Amazon continue to pursue aggressive AI strategies. They are targeting sustainable 15% growth rates over the next decade, supported by their diversified business models, strong market positions, and ongoing investments in AI technologies.
Strategic Considerations for Investors
Given these dynamics, investors face critical decisions. While some may consider piling into The Magnificent 7 for their growth potential, the associated concentration risk is substantial. These companies, collectively, hold significant weight in major indices—sometimes exceeding 30%—which means a heavy reliance on their performance.