On June 14th, podcaster Nicole Benjamin of Seeking Alpha, the crowd-sourced financial platform, interviewed me about the concept of “MANGOS,” a modern successor to the FANG acronym. FANG captured Facebook, Apple, Netflix and Google. MANGOS captures the dominant players in big tech and potentially AI:
Meta, Microsoft
Apple, Amazon, AMD, Anthropic
Nvidia
Google
OpenAI, Oracle
SpaceX
posted June 23, 2026: More clips to come
The Q&A podcast with more elaboration is at Substack
“Seeking Alpha’s “Portfolio Pulse” is an exclusive video series that dives deep into the best investment ideas, market strategies, and expert stock analysis published on the Seeking Alpha platform. It acts as a “behind the scenes” look at the platform’s top analysts and trading ideas.”
The AI infrastructure story keeps deepening and broadening however…
Substack: The Moonland and on Seeking Alpha for investors
The original story was published in early June, as below, with an investor version on Seeking Alpha’s platform
In other podcasting news
Host for Institution’s Knowledge Agenda
Thought Leadership Podcast
From written formats to adding a podcast layer. I identify the research to highlight, interview, select the editorial lines and produce with a team.