2026 Market Outlook: How An AGI Breakthrough Could Fuel An Actual AI Bubble

Group 1 - AI has been the main driving force behind the performance of US equities in 2025 [1] - Data centers accounted for 92% of GDP growth in the USA [1] - The NASDAQ 100-Index (NDX) outperformed the S&P 500 (SP500) Year-To-Date [1] Group 2 - The investment strategy involves a balanced portfolio between low-cost funds and single stocks [2] - The approach emphasizes understanding market behavior beyond traditional metrics like P/E ratios [2] - The analyst highlights the importance of predicting human behavior and long-term growth trends in investment decisions [2]