The old “sell in May” playbook is giving way to a market strategy focused on the massive AI infrastructure buildout, according to Kevin Mahn, President and CIO of Hennion & Walsh Asset Management. He highlights the Air 7, a diversified alternative to the Magnificent Seven, targeting the full AI ecosystem—from semiconductors like Micron (MU) and Taiwan Semiconductor (TSM) to power and data‑center plays such as Vertiv (VRT), American Electric Power (AEP), and Digital Realty (DLR).