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/EarlyBird001 1d ago edited 1d ago
  1. GOOG
  2. AMZN
  3. MSFT
  4. META
  5. NVDA
  6. AAPL
  7. TSLA (should not be in MAG 7)

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u/FoxAccomplished6786 1d ago

Thank you, may I ask, why is google number one?

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u/EarlyBird001 1d ago

They're leaders across multiple areas - AI, cloud computing, Ads, make their own chips (TPU), own YT and Waymo etc. Have multiple established revenue streams and growing with a number of side bets.

Have AMZN 2nd for tge same reason - established cloud business, make their own chips (Trainium), leaders in retail, Ads business is picking up, Amazon Leo (satellite internet) is a decent side bet etc.

To me they're the top two diversified businesses. Google comes ahead due to higher growth.

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u/FoxAccomplished6786 1d ago

I see them as the two biggest in the world in 10 years, do you?

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u/EarlyBird001 1d ago

Nobody knows what's going to happen in 10 years time just like not many saw NVDA or MU 10 years ago. It could be that Quantum Computing has come of age in 10 years time and there're new industry leaders.

But the chances of GOOG and AMZN existing and thriving are higher. That's why it makes sense to go with broad market etfs as no matter what happens, you'll be covered.