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Inside this report
1
A trade splits in two
Why this year's gains have concentrated almost entirely in semiconductors, as memory and storage become the real bottleneck and which names got left behind.
2
Big gains, bigger swings
The runaway run in memory stocks has been marked by violent volatility, from circuit breakers in Korea to sharp single-week drops. A look at the risk inside the market's highest-flying corner.
3
The case for the Sevens
The Magnificent Seven were diversified and cash-generative long before AI, and the group now trades at its narrowest valuation gap to the S&P 500 since early 2023, plus Fundstrat's read on what it could mean from here
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Co-Founder & Head of Research, Fundstrat
We're watching the
Magnificent Seven.
This year's market gains have piled almost entirely into semiconductor stocks, leaving the megacaps that first powered the AI story — Apple, Microsoft, Alphabet, Amazon, Meta, Nvidia, and Tesla — lagging behind. But their businesses were diversified and cash-generative long before the AI buildout began, and AI is now feeding back into those core engines rather than standing in for them.
Fundstrat's latest report breaks down where each one actually makes its money, and what the gap between the two trades could mean for investors.
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Everyone's chasing Micron.
