Forget Nvidia. These 2 stocks are set to boom no matter what the AI trade does next.

Every long-only book in America is now a concentrated bet on the same factor. The Magnificent Seven account for 34.8% of the $67.3 trillion S&P 500 as of May 2026, up from 12.5% in 2016. Two stocks stand out with two-year daily-return correlations of 0.30 or lower to the semiconductor complex.