Kevin Mahn's top tech and space race stocks for investors
Fox Business
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June 23, 2026 at 06:31 AM UTC
Bullish
85% Confidence
Watch on YouTube
Key Points
- The 'Magnificent Seven' are lagging (roughly flat YTD), while the S&P 500 is up over 10%, suggesting broader market strength.
- The 'AIR 7' (Google, Nvidia, TSMC, Micron, Digital Realty, Vertiv, American Electric Power) are presented as key tech stocks for the AI revolution.
- Micron (MU) is highlighted for exceptional earnings (900% YOY forecast) and revenue growth (270% YTD), with an attractive forward P/E under 10.
- Space stocks like Redwire (RDW), Howmet Aerospace (HWM), GE Aerospace (GE), and Rocket Lab (RKLB) are identified as buying opportunities during a 'dip in space.'
- The overall market outlook remains bullish, with the AI revolution seen as being in its early stages, and no expectation of interest rate hikes for the remainder of the year.
AI Summary
The discussion focuses on new investment opportunities beyond the 'Magnificent Seven' stocks, highlighting the 'AI Revolution 7' (AIR 7) and 'Out of This World' space stocks. Analysts express strong optimism for long-term growth in AI infrastructure and space exploration, despite recent market fluctuations, and suggest specific companies to watch.
Model Analysis Breakdown
| Model | Sentiment | Confidence |
|---|---|---|
| Gemini 2.5 Flash | Bullish | 85% |
| Consensus | Bullish | 85% |