Image Source: Pixabay

In this short clip, Samantha LaDuc and Hans Albrecht discuss how AI is becoming a foundational technology, more like electricity than a passing trend. 

They highlight how the Magnificent Seven continue to dominate due to massive free cash flow growth and strong investor belief in future earnings expansion. 

Hans also points to underappreciated plays like Qualcomm, Snowflake, and Palantir as potential beneficiaries of the next phase of AI adoption. 

Despite strong tech performance, they caution that macro uncertainties—like tariffs, trade policy, and recession fears—still loom in the background and could reprice markets later this year.

Video Length: 00:04:58

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