Here's an interesting take: the AI boom is basically betting on tomorrow's promises, right? So according to John Authers' analysis, it might actually be smarter to overweight positions outside the US Big Tech giants—those hyperscaler heavyweights everyone's piling into. Think about it: when hype concentrates in one spot, opportunities scatter elsewhere. The mega-cap tech names have already priced in massive expectations, while alternative plays could offer better risk-reward setups if you're looking beyond the obvious. Not saying fade the leaders entirely, but diversification into overlooked segments? That's where asymmetric upside might be hiding.