Tyler Crowe

But we're going to start today with what we're saying.

The headline is basically, move over the MAG-7.

We got a new moniker now.

It's the AI-11.

Yardeni Research put out a note yesterday as...

research companies love to do when we're talking about stocks and dissecting things, is they put out a new moniker, what they're calling the AI11.

This is basically a basket of stocks that are tied to the infrastructure build-out.

And I think if you squint really hard, it's basically a semiconductor sort of basket, if you will.

We've got semiconductors in memory with SanDesk, Western Digital, Micron.

We've got Chipmakers, Intel, Samsung, AMD, Marvel Technologies, Taiwan Semi, Broadcom.

I can't also forget SK Hynix and ASML as well.

So that's the 11 stocks we're talking about here today.

Kind of a fun little pivot to what we normally talk about, because this is obviously a play to drum up their name for themselves in terms of new ideas for people to get investing in.

And we could chalk this up to a silly Wall Street game and short-term thinking.

But I think there's something worth exploring here.

And it's the idea of picking baskets of stocks versus individual stocks in thematic investing.

When a trend has longer-term catalysts, and we can debate the AI infrastructure build on the length of it, I think, for days, do you think it's better in those instances to invest in a basket or individual companies within that trend?

And Travis, I'd love to get your thoughts on this as the analyst guest today.

It's about time we had- Well, they're part of the Mag7, Matt.

I mean, come on, we got new names, new ideas here.