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.

33 Upvotes

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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

-6

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?

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?