Author: qinbafrank

There will be no more "Mag7", now it's FAB10, AI Big10, and MANGOS. SpaceX has successfully gone public, with Authropic and OpenAI following closely behind. The capital feast is also changing the power landscape of the tech industry; as the original Mag7 can no longer encompass the cutting-edge tech enterprises, new terms have emerged.

The three new tech leader combinations that are most talked about in the market are: FAB 10, AI Big 10, and MANGOS. This is not just a game of acronyms; it represents three distinctly different investment logics and industrial visions.

1. The well-known research institution Vanda Research proposed the “FAB 10”, which stands for “Frontier AI and Large Tech Ten Giants.” The core of this list is the dual insurance of “moat” and “growth pole.”

2. Bank of America chose a more pragmatic path. As early as May this year, they conducted a “version update” for the list, proposing the “AI Big 10”:

Bank of America firmly locked its sights on “AI infrastructure”, with these ten companies accounting for 40% of the S&P 500 index weight.

3. Meanwhile, MANGOS is what many on the internet are talking about, with market attention intensely focused on “General Artificial Intelligence (AGI)” and “Interstellar Expansion”.

This is not just a game of acronyms; it reflects a fundamental shift in the underlying logic of global tech investment—markets are bidding farewell to the past decade's internet/mobile internet platform traffic bonus era, and are truly entering a new tech industry landscape dominated by frontier AI, space infrastructure, and computing networks (infrastructure).

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