Move Over, Magnificent 7, There’s a New Stock Basket in Town

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 12 May 2026

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

One of Wall Street’s favorite hobbies is coming up with catchy nicknames for a group of stocks. Thanks to AI, we have a new one: The “AI 11”. Tyler, Matt, and Travis break down what’s in the AI 11 basket, whether its better to invest in baskets or individual companies, the AI Bubble, the state of athletic wear, and listener questions. Tyler Crowe, Matt Frankel, and Travis Hoium discuss: - Who’s part of the “AI 11” - What’s better for investing in trends: single stocks or the basket approach? - The frothy valuations among the AI 11 - ON Holdings, Under Armour, and Addidas earnings. - What to watch in the athletic apparel industry - Mailbag: What to make of DKNG and FLUT with the threat of prediction markets? Companies discussed: SNDK, INTC, WDC, MU, SSLNF, AMD, MRVL, ASML, TSM, AVGO, MSFT, NVDA, AMZN, META, GOOG, NFLX, DELL, CSCO, ONON, NKE, DECK, ADDDF, LULU, UA, DKNG, FLUT, MGM, DIS, SPOT Host: Tyler Crowe Guests: Matt Frankel, Travis Hoium Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The Mag 7 was So 2023 today on Motley Fool Hidden Gems Investing.
0:09.7	Welcome to Motley Full Hidden Gems Investing. I'm your host, Tyler Crowe. And today I'm joined
0:13.7	by longtime fool contributors Matt Frankel and Travis Hoyum, who's pulling in some spot duty away
0:18.2	from the host chair and doing some actual hard-hitting analysis
0:21.5	for us today. We are going to get into the state of athletic wear with some earnings
0:27.8	results coming out of Nike on holdings and some others. We're going to get into a listener
0:33.3	question on gambling stocks. Travis, guys, is it gambling stocks, gaming stock sportsbook? How are we
0:39.0	supposed to call these things he says? Yeah, the gaming word is what I would normally use if you're
0:44.6	talking to people in the gaming industry. But that really gets confusing with games themselves.
0:50.3	So gambling is probably the right way to go. I feel like we're just going mask off now and just
0:54.0	be like, they are gambling stocks.
0:55.7	Let's not try to hide anything anymore.
0:58.3	But we're going to start today with what we're saying in the headline is basically move over
1:02.9	the mag seven.
1:03.7	We got a new moniker now.
1:05.1	It's the AI 11.
1:07.1	Yardini research put out a note yesterday, as research companies love to do when we're talking
1:12.9	about stocks and dissecting things, is they put out a new moniker what they're calling the
1:17.4	AI-11.
1:18.8	This is basically a basket of stocks that are tied to the infrastructure build-out.
1:24.0	And I think if you squint really hard, it's basically a semiconductor sort of basket,
1:29.9	if you will. We've got semiconductors in memory with Sandesk, Western Digital, Micron. We've got chipmakers,
	...

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