/biz/ - Business & Finance

I don't see the MAG7 driving the stock market in a few years. I would only hold microsoft and would trust VOO over any of them.

>nvidia
obviously overvalued. Rest of chip companies will merge like the auto industry did, intel AMD ARM broadcom will probably become a conglomerate and take a MAG7 spot and nvidia will lose marketcap to the JNJ version of chip industry, intel vs amd wars won't exist in 10 years.
>apple
its hasbro with 2 trillion dollars. iphones have peaked, the vision was a fail. We will never see a tech device with the same growth rate the iphone had from 2010 to 2015, the economics are long gone and we are going into centuries of dead globalism, india will never be a high growth china and china is collapsing. Cook can be blamed but he did fine, the macro is long gone.
>google
they are GE in 1980. Their data is increasingly worthless, digital advertising is a decaying business after covid. Their profits will get sapped by internal feuds cause the money pot is too big. At best a utility company that shouldn't be considered a growth company anymore. Their stock is a bank CD and microsoft will probably buy out their talent until google is a large cap. Microsoft leadership and structure is infinitely better then google.
>amazon
Ecommerce peaked 4 years ago. There will never be a global ecommerce company, alibaba, temu, mercado libre all take from amazon. Its sears but with server magic money to barely prop up a google size organization with google internal problems, its a dow industrials sector company more then a tech company, somewhat stable but no more big growth at all. Some pharma companies will capitalize the ozempic market along with MRNA tech and merge into a conglomerate and push amazon off MAG7.
>meta
they shouldn't even be in MAG7 anymore. A chip super merger will push this company off, and if anything some cybersecurity growth merger season will make a more valuable company.

apple bros why is tim cook larping as an indian now?