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Tina_Observation
Tina_Observation
·
02-13 21:02
🚀Rethinking the Mag 7: Cash Flows and AI Bubble Risks
Since 2025, the U.S. AI rally has sent shockwaves through global capital markets. From computing chips to cloud infrastructure, from large language models to AI agents, the U.S. stock market’s “Magnificent Seven” (
$Apple(AAPL)$
,
$Microsoft(MSFT)$
,
$Alphabet(GOOG)$
,
$Amazon.com(AMZN)$
,
$NVIDIA(NVDA)$
,
$Meta Platforms, Inc.(META)$
,
$Tesla Motors(TSLA)$
) have become the center of attention. At the same time, debate over whether an “AI bubble” has already formed has grown increasingly intens
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