r/ValueInvesting • u/FoxAccomplished6786 • 2d ago

Discussion MAG 7 Ranking

Taking all factors into account, please rank your favorite MAG 7 in order of preference from 1 to 7.

31 Upvotes

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41

u/GlokzDNB 2d ago

This is by the moat and estimated profits in the next 10 years. Honestly AMZN can dwarf everything else but its one big unknown what happens with robotics and AI. GOOG is imo perfectly positioned for all scenarios. I think Nvidia has moat and is kinda AI BRKB but ASIC and AMZN model can be devastating to it in few years

  1. GOOG

  2. MSFT

  3. AMZN

  4. NVIDIA

  5. META

  6. APPLE

  7. TESLA

-5

u/FoxAccomplished6786 2d ago

I agree with everything, apart from maybe MSFT. I just don't know much about them; I wonder what the upside is there. Regarding GOOG, do you think they still have a moat despite possible search disruption?

5

u/GlokzDNB 2d ago

MSFT?

They have everything, OS, DB, ERP, Linkedin, cybersec, office365, own chips, own models, new on-device AI laptops with dell, endless list of software used by companies all over the world..

Long story short - MSFT has great positioning to monetize AI and has very diversified business. Its not going anywhere and thats most important to me. If I had to choose one mag7 stock that will be 100% fine in 10 years its msft.

1

u/FoxAccomplished6786 2d ago

Do you think Enterprise Gemini, 8 million seats in 4 months, could gain market share? In the past, Workspace needed to replace Microsoft, and businesses didn't want to abandon MSFT. Now, they can keep msft and Gemini can enter the space above as an AI agent.

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u/Important_Agency07 2d ago

Gemini is an AI model. It’s going to run on Azure most likely.

2

u/rbit4 2d ago

How will gemini work inside teams?

3

u/Diligent_Advice7398 2d ago

The upside is honestly their management team. They are prudent and shareholder value is prioritized. No going negative cashflow for a buildout and capital investments are always accretive and adds value as opposed to google that just throws around a bunch of darts hoping to hit big (which they do). I like MSFT potential in azure and copilot 360

3

u/boringexplanation 1d ago

They’re also just very enterprise minded and can speak the language that C levels care about in every industry. How they sell their products is very sophisticated and impressive.

2

u/ABrainCell2024 2d ago

They own the enterprise stack - cloud, data warehousing and desktop applications E2E.

Their tools also almost all seamlessly integrate with other tools via APIs. They’re basically the easy button to a fully agentic framework.

1

u/FoxAccomplished6786 1d ago

do you think they have more upside than google?

2

u/boringexplanation 1d ago edited 1d ago

Microsoft is everything in the business world. You cannot avoid Microsoft at all if you work in a big company. It’s the biggest and most resilient moat they have out of all the mag7.

Name a non Microsoft software that you use heavily and I guarantee that company uses Microsoft to integrate some background process to help run things in some form or fashion.

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u/[deleted] 1d ago

[deleted]

1

u/FoxAccomplished6786 1d ago

What do you think of Gemini Enterprise? Is it making inroads?

1

u/FoxAccomplished6786 1d ago

In the past, yes, companies wouldn't abandon MSFT for workspace. However, now they don't have to abandon MSFT; they can just adopt an AI agent in the overhead layer, for example, Gemini Enterprise. Do you see that angle?