koolgal
02-07
Big 5 of Mag 7: Which one offers best value?

$Alphabet(GOOG)$ : The Under appreciated Workhorse: It is the best value now.While the market panic over their 2026 capex, it has just posted a record USD 400 billion revenue year.  Trading at a lower PEG ratio than its peers, it is the AI power player hiding in plain sight.

Apple : The Defensive King.  It defied the trend by being the only giant whose capex actually declined. While others build data centers, Apple is counting record iPhone cash. It is a safe haven though you pay a premium P/E of 34 for peace of mind.

Meta : The Efficiency Machine: Revenue is soaring 24% YoY but the market is getting nervous about the scale of its  infrastructure spending.  It is a cash cow with an expensive hobby.

Amazon : The Long Shot Gambler - It dropped USD 200 B capex.  It is playing the long game but that is a huge bill to swallow.

Tesla: The Belief Play. P/E ratio of  400, it isn't priced for cars.  It is a test of faith.
@Tiger_comments

Google $20B Debt! 100-Year Bond? AI Bubble or AI Acceleration?
Alphabet is escalating the AI arms race with an $185 billion capex plan, funding it through an unprecedented global borrowing spree. After a $20B USD bond deal that drew over $100B in orders, Google has moved into CHF bonds for the first time and even launched a 100-year GBP bond—a rarity for tech firms.
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