Forget FAANG or MANGOS. Focus On "MAGNOTHS."
- 3 days ago
- 1 min read
FAANG? MANGOS? These are not the baskets investors should follow. Instead, geopolitical expert and keynote speaker Abishur Prakash (aka "Mr. Geopolitics") proposes "MAGNOTHS," signaling that the future of tech investments revolves around geopolitics.
Summary:
While headlines roar with MANGOS replacing FAANG, in reality, the new basket is what Prakash calls "MAGNOTHS," made up of Microsoft, Anthropic, Google, Nvidia, OpenAI, TSMC, Huawei, and SpaceX.
At the core of MAGNOTHS are several arguments, including that the next tech baskets cannot be US-centric and that government support for companies now matters as much as investor outlook.
In tandem, the most critical tech companies (and potentially most valuable), like TSMC, could be called up to the frontlines of war in the blink of an eye.
Expert Perspective: Analysis by Abishur Prakash (aka "Mr. Geopolitics), one of the world's leading geopolitical experts, keynote speakers, and authors.
Book Abishur Prakash for Geopolitics Speaking & Podcasts
Events/Public Speaking: Want Abishur Prakash discussing geopolitics (and the future) at your next event? Click here.
Podcasts: Interested in bringing "Mr. Geopolitics" as a guest on your podcast to discuss the changing world? Book him here.
Comments