The Better Way to Invest in a Tech Boom
The Magnificent Seven are struggling...
As you probably know, the stock market has become concentrated in a handful of mega-cap stocks. The "Magnificent Seven" – Microsoft (MSFT), Apple (AAPL), Amazon (AMZN), Alphabet (GOOGL), Nvidia (NVDA), Meta Platforms (META), and Tesla (TSLA) – account for roughly one-third of the S&P 500 Index.
With everyone talking about AI, it would seem like a no-brainer to throw your money into these tech leaders.
But, as we've written before, these companies no longer deliver the triple-digit gains that investors enjoyed a couple years ago. The Magnificent Seven are trailing the overall S&P 500 this year. And Meta and Tesla are both falling... They've dropped 7% and 15% this year, respectively.
Here's what's happening... The more "obvious" a bet is in the markets, the less likely you'll make money on it. Everyone else is already there. The opportunity is priced in.
For a richly valued stock to keep going up, it has to keep beating expectations. Anything less, and it can fall – or even crash. That means big or trendy names like the Mag Seven or SpaceX (SPCX) can be risky investments.
My friend Whitney Tilson sees an opportunity in a very different part of the market...
In 1999, at the height of the dot-com bubble, Whitney made a huge bet...
He largely turned his back on the tech boom and instead focused on quality. This choice made him a millionaire and helped him build an elite $200 million hedge-fund firm through two market crashes.
Now that the Magnificent Seven aren't leading like they used to, there's space for new, quality innovators most investors would overlook.
According to Whitney, a setup is reopening that will give people the same opportunity he exploited in 1999.
Bet big on quality... and make huge gains.
He's sharing all the details next Thursday morning and naming the obscure stock that needs to be at the top of your buy list right now.
Now, let's get to this week's Q&A... And as always, keep sending your comments, questions, and topic suggestions to feedback@healthandwealthbulletin.com. My team and I read every e-mail.
The Safe Way to Fast
Q: With your article on the risks of eating less, does that also apply to fasting? I've read it's a good way to keep off weight, but can you do it safely? – A.D.
A: Thanks for your question, A.D. I've long been a fan of intermittent fasting. Fasting very well may be part of the recipe for longevity.
Intermittent fasting involves switching between fasting and eating on a set schedule. But unlike starvation or the undernourishment issues we discussed last week, fasting is a purposeful choice that you can break from at any time.
My favorite method is the 5:2 method. Each week, you spend two nonconsecutive days eating just 25% of your typical number of calories... So for example: let's say you generally eat around 2,000 calories a day. With the 5:2 method, you'd pick two days a week (say, Monday and Thursday) and designate them as your fasting days. Then, one of those days, you'd aim to only eat 500 calories (25% of 2,000).
One easy way to get through those fast days is by doing what I like to do: "dinner to dinner" fasting.
When I'm dinner-to-dinner fasting, I'll have dinner the night before my fast. And then on my fast day, I don't eat until dinner. I'll still drink water and herbal or green tea. I'm also doing less vigorous activity on those days. I generally spend my fast days reading, walking, and meditating quietly.
Remember, fasting doesn't mean you're going days without enough calories or nutrients to maintain your health. It's not a starvation diet and should never lead to undernourishment.
If you try fasting, you might try a mobile app like "Lose It!" The app can help you track your daily eating habits to ensure you're getting what you need. But if you notice that even on your normal days, you're not getting enough calories and nutrients, or you begin to have symptoms of undernourishment, stop fasting.
What We're Reading...
- Did you miss it? The meteoric rise and fall of a tech darling.
- Something different: HEPA air purifiers may boost brain function after just one month.
Here's to our health, wealth, and a great retirement,
Dr. David Eifrig and the Health & Wealth Bulletin Research Team
September 4, 2026