To The Moon

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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