Top 1% Portfolio Manager: 7 stocks to BUY for the AI bull run!

Tengler argues multiple compression has made AI-exposed mega-caps cheaper even as earnings growth (36% forward) outpaces this year's 13% index gain.

• Early-stage bull thesis: Nancy Tengler says the current bull market ranks fifth of eight since 1966, up 112%, still below historic highs, implying more room to run.
• Earnings beating stocks: S&P 500 earnings growth is running ~36% next 12 months vs. 25.5% YTD price gains of 13%, meaning multiples have compressed and stocks got cheaper.

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