- Entering the S&P 500 club is not just an honorary "promotion"... It means a flow of billions of dollars in "mandatory" passive fund investments toward the company's stock, and a radical change in its ownership base.
Tonight, all eyes are on 10 potential candidates, and the list clearly reflects where the new economy is heading: - 1. Leaders in AI and data infrastructure: Artificial intelligence needs "plumbing" and electricity, and here are some standout names:
Vertiv ($VRT): Provides power and cooling solutions for data centers (the backbone of AI).
Astera Labs ($ALAB): Specializes in semiconductor connectivity solutions to accelerate data transfer.
Pure Storage ($PSTG): Offers advanced data storage solutions (Flash Storage). - 2. Fintech pioneers (Fintech): Traditional banks are facing fierce competition from:
SoFi ($SOFI): The all-in-one digital bank attracting the new generation.
Affirm ($AFRM): A leader in the "Buy Now, Pay Later" model (BNPL). - 3. Social and work platforms:
Reddit ($RDDT): "The front page of the internet" and a giant in social forums.
Zoom ($ZM): The name that has become synonymous with remote work meetings. - 4. Special and strategic cases:
MicroStrategy ($MSTR): The software company that has effectively become the world's largest institutional "Bitcoin vault".
Veeva Systems ($VEEV): The cloud platform relied on by pharmaceutical and life sciences companies.
Coherent ($COHR): The provider of laser technologies and engineered materials for industry. - Conclusion: This list tells us that Wall Street is no longer looking for traditional factories, but for those who own "data", those who manage "money digitally", and those who bet on "Bitcoin".
In your opinion, who deserves this golden seat today?
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Candidates for joining the S&P 500 Index.
-
Entering the S&P 500 club is not just an honorary "promotion"...
It means a flow of billions of dollars in "mandatory" passive fund investments toward the company's stock, and a radical change in its ownership base.
Tonight, all eyes are on 10 potential candidates, and the list clearly reflects where the new economy is heading:
-
1. Leaders in AI and data infrastructure:
Artificial intelligence needs "plumbing" and electricity, and here are some standout names:
Vertiv ($VRT):
Provides power and cooling solutions for data centers (the backbone of AI).
Astera Labs ($ALAB):
Specializes in semiconductor connectivity solutions to accelerate data transfer.
Pure Storage ($PSTG):
Offers advanced data storage solutions (Flash Storage).
-
2. Fintech pioneers (Fintech): Traditional banks are facing fierce competition from:
SoFi ($SOFI): The all-in-one digital bank attracting the new generation.
Affirm ($AFRM): A leader in the "Buy Now, Pay Later" model (BNPL).
-
3. Social and work platforms:
Reddit ($RDDT): "The front page of the internet" and a giant in social forums.
Zoom ($ZM): The name that has become synonymous with remote work meetings.
-
4. Special and strategic cases:
MicroStrategy ($MSTR): The software company that has effectively become the world's largest institutional "Bitcoin vault".
Veeva Systems ($VEEV): The cloud platform relied on by pharmaceutical and life sciences companies.
Coherent ($COHR): The provider of laser technologies and engineered materials for industry.
-
Conclusion:
This list tells us that Wall Street is no longer looking for traditional factories,
but for those who own "data",
those who manage "money digitally",
and those who bet on "Bitcoin".
In your opinion,
who deserves this golden seat today?
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