MAG 7 – Great, But Is It Too Late?

Spiders
04-15

The Magnificent 7 — Apple, Microsoft, Alphabet, Amazon, Meta, Nvidia, and Tesla — have become the darlings of the stock market. It's no surprise that investors keep their eyes on them. These are massive tech powerhouses with strong financials, global reach, and constant buzz around AI, cloud computing, and other hot trends. They dominate headlines and, in many ways, they are the market.

But for me? I'm not particularly drawn to them.

Sure, they’re great companies. Solid balance sheets, strong moats, and dominant positions in their respective industries — no denying that. But when I look at these giants, I can’t help but feel like I missed the boat. The explosive growth phase is behind them, and their valuations often reflect years of anticipated success already priced in.

Instead, I’m more interested in what’s next. The underdogs. The overlooked sectors. The emerging industries quietly laying the groundwork for the future.

Whether it’s clean energy, cybersecurity, biotechnology, or even niche corners of AI that haven’t gone mainstream yet — that’s where I see real potential. These are the areas where sentiment hasn’t fully caught up, and where being early can still make a big difference.

To me, investing is about finding tomorrow’s winners today — not just riding yesterday’s champions.

Nvidia Back to $100! Aiming for $110 or Pull Back Soon?
Nvidia rebounds above $100 as the market rebound. Nvidia CEO Jensen has been trying hard recently to balance US chip policy and seek solutions to provide chip for China. Can Nvidia manage to solve the problem and safeguard its status in the semi industry? What's your target price for Nvidia's rebound? Aim for $110 or pullback soon?
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