Jeff McClean says A.I. valuations have ballooned to the point where the value in many have been lost. He points attention to names beyond key A.I. players as financial opportunities. Jeff says many can be found in the broad small caps sector, arguing that the recent rate cut and other tentative cuts in 2025 heavily benefit Russell 2000 names. He adds that Novo Nordisk (NVO) will regain momentum with its Ozempic drug after the stock was "beaten down" over the last year. In the Mag 7, Jeff still expects more upside potential in Alphabet (GOOGL).