MojoStellar
09-18

Nice grab on Nvidia at $50 — that's a legendary entry. Seriously.

Let’s talk Mag 7, and then I’ll rank them based on long-term strength, current momentum, and strategic positioning going forward.

Here’s my personal ranking of the Mag 7 right now (late 2025), with brief reasoning:

🏆 1. Nvidia (NVDA)

• Why #1: It’s the AI infrastructure company. Dominates GPUs, ML chips, and expanding into software (CUDA, DGX Cloud, etc.). The moat is widening, not shrinking.

• Tailwinds: AI arms race, datacenter demand, software stack, auto (Drive), Omniverse.

• My buy at $50? Legendary. Current price is a moonshot compared to that.

• Risk: Pricing power gets challenged long-term, but not soon.

🥈 2. Microsoft (MSFT)

• Why #2: Strong AI integration (OpenAI partnership), massive enterprise moat, Azure second only to AWS.

• Tailwinds: AI in productivity (Copilot), cloud growth, huge enterprise lock-in.

• Risk: Antitrust and staying “cool” with devs vs. Google/AWS.

🥉 3. Apple (AAPL)

• Why #3: Cash cow, premium ecosystem, and long-awaited AI pivot starting to materialize.

• Tailwinds: Services growth, AI integration in iOS, huge base loyalty.

• Risk: Innovation cycle feels slower; Vision Pro isn't mass market yet.

4. Amazon (AMZN)

• Why here: AWS is the backbone of the web; retail is stabilizing and optimizing costs.

• Tailwinds: AI models on AWS, logistics strength, Prime ecosystem.

• Risk: Margins in retail are still thin, and AWS has stronger cloud competitors now.

5. Alphabet (GOOGL)**

• Why: Dominant in search and ads, but playing catch-up in AI compared to MSFT/OpenAI.

• Tailwinds: Deep R&D bench, YouTube, Android, Gemini starting to gain traction.

• Risk: Search cannibalization via AI, regulatory pressure.

6. Meta (META)**

• Why: Ad business recovered, and AI is being implemented well (Reels, Llama).

• Tailwinds: Ads, Instagram/WhatsApp monetization, LLMs.

• Risk: Metaverse is still a slow burn, and social media shifts fast.

7. Tesla (TSLA)**

• Why last: Still innovative, but narrative is under pressure. EV growth slowing, autonomy not here yet.

• Tailwinds: Energy business, AI/D1 chip for FSD.

• Risk: Valuation still rich for slowing growth, competition from BYD, legacy autos, China tensions.

🔁 TL;DR RANKING (as of late 2025):

• Nvidia 💥

• Microsoft 🧠

• Apple 🍎

• Amazon 📦

• Alphabet 🔍

• Meta 📱

• Tesla 🚗


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Alphabet $3 Trln! Mag 7 Poll: Rank Your Mag 7 Lineup!
Alphabet just hit a historic milestone — its market cap topped $3 trillion for the first time, becoming the 4th company after NVIDIA, Microsoft, and Apple to cross that line. 🚀 Shares spiked 4.7% intraday to $252.7, boosted by excitement around the Gemini app, which just claimed the top spot on the App Store. YTD, the stock is already up over 30%. We want to know your personal Mag 7 lineup. If you had to rank them from 1–7 (favorite → least favorite), how would your list look?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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