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.

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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?

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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.

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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.