Small: Mag 7 Remains Reliable as AI Trade Expands, Energy Crucial in Buildout

Jeffrey Small turns to the greater AI trade and offers his bullish insights for its impact on the stock market. His firm is holding the Mag 7 with names like Nvidia (NVDA) and Alphabet (GOOGL) still showing signs of growth. That said, Jeffrey sees names beyond mega caps benefitting from Mag 7 strength, pointing to rising energy companies like Bloom Energy (BE) and Eaton (ETN) as AI infrastructure grows.

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