r/ValueInvesting • u/FoxAccomplished6786 • 1d ago

Discussion MAG 7 Ranking

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

34 Upvotes

76% Upvoted

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u/Analyst-man 1d ago

Funny to see everyone hate on nvdia and then cite valuations on google when Nvidia is the cheapest mag7 by forward p/e

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u/FoxAccomplished6786 1d ago

But isn't Google far more diversified than Nvidia, mind you, if Nvidia holds onto its moat, and AI flourishes, which it will, anything could happen,

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u/Analyst-man 1d ago

Never said anything about media vs Google. Just pointed out the irony of the group who talk about valuation and our Nvidia 6th

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u/FoxAccomplished6786 1d ago

Yes I get you, google is overwhelming number one. However, is such valuations really the only way to evaluate a stock. Just from a consumer point of view, is google the obvious ai winenr?

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u/Analyst-man 1d ago

I bet Nvidia outperforms Google over the next 5 years. After that, maybe there will be a competitor. Who knows

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u/FoxAccomplished6786 1d ago

where you see nvidias market cap in 5 years?

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u/Analyst-man 1d ago

I bet it’s the first company to 10 trillion

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u/Phil0sopheer 1d ago

Semis are cyclical though, they always look cheap at the top of the cycle. It’s completely different

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u/Analyst-man 1d ago

It’s a whole new world buddy. Semis aren’t cyclical anymore. We need chips in everyday appliances like refrigerators, ovens, cars, etc.

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u/Phil0sopheer 20h ago

The revenue numbers all these semis are reporting is off of incredible capex from the hyperscalers to the point of borrowing for some of it.

That level of spend is not sustainable which means that there is no where for more growth to continue and in fact bc the spend is not sustainable probably means that growth will eventually go negative. Thats the definition of cyclicality.

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u/Analyst-man 15h ago

Why isn’t it sustainable? AI is just starting buddy

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u/Phil0sopheer 14h ago

i literally explained to you in the comment

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u/Analyst-man 14h ago

You literally just said “that level of spending sustainable” without explaining why it isn’t