Editor's note: Seeking Alpha is proud to welcome Marcal Carbo as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I started in this world by reading The Intelligent Investor by Benjamin Graham. That's exactly why I was researching mostly deep value companies in the beginning in 2019. The results were not great and at some point I rotated my portfolio to m ...

As in 2024, 2025 has seen a handful of companies continue to dominate market performance. The so-called Magnificent Seven remain crucial considerations, dominating many investor portfolios. Market leadership includes those firms and a few others, either AI hyperscalers or firms benefitting from the AI revolution. Within the last few weeks, however, those companies have seen some turbulence. Whether those firms can deliver is a question of rising importance, but preparing for market broadening now may be pru ...