As July began, Trump’s tariff remarks turned out to be less aggressive than feared, and recent inflation data showed signs of cooling. Markets are increasingly pricing in a potential Fed rate cut in September. As a result, bullish sentiment toward tech companies has returned, and the market witnessed the first company to hit a $4 trillion market cap - Nvidia on 9th July.
But not all members of the MAG 7—Meta, Apple, Amazon, Google, Microsoft, Nvidia, and Tesla—are moving in the same direction.
📊 Diverging Paths Within the MAG 7
NVIDIA $NVIDIA(NVDA)$ , Microsoft $Microsoft(MSFT)$ , Meta $Meta Platforms, Inc.(META)$ — The Standout Winners
Nvidia, Microsoft and Meta hit their all-time highs recently, and Nvidia became the first company valued at $4 trillion which was possibly the biggest winner of the boom of investment in AI arithmetic following the release of ChatGPT.
Apple $Apple(AAPL)$ , Amazon $Amazon.com(AMZN)$ , Google $Alphabet(GOOG)$ — Mixed Outlook
Google remains a key AI player, but investor sentiment is muted due to uncertainty around how generative AI will impact its core search business, despite recent model updates and product integrations. As for Apple and Amazon, they both would be affected easily by the future tariff policy.
Tesla $Tesla Motors(TSLA)$ — The Lone Underperformer
Tesla has struggled relative to peers due to multiple headwinds:
Ongoing concerns around EV demand softness
Policy uncertainty, particularly regarding subsidies and regulation
Public friction between Elon Musk and political leadership has added headline risk
💬 What Moves Did You Make?
Over the past period of time,
Were you fully invested in Nvidia, riding AI momentum to new highs?
Did you hold Microsoft or Meta, enjoying their breakout runs?
Did you pick Apple or Amazon, which stayed more range-bound, or were you brave enough to short Tesla, anticipating further downsides?
📣 Share Your Experience & Earn Rewards
Now’s your time to share:
🔎 Your trade strategy
💵 Your Profits or losses
📈 Your view on where MAG 7 goes from here
Post your thoughts below and earn coins by sharing your positions. Whether you made the right call or missed the boat, your experience adds value to the community.
🎁 The More You Share, The More You Can Get
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To encourage more awesome content, the community has introduced the "Star Contributor" badge. It’s awarded to Tigers who’ve published 3 [PICK] posts or 10 [IDEA] posts. And once you reach this level, your rewards go up: each new [IDEA] post is rewarded with 60 coins, and [PICK] posts jump to 300 coins.
Now, wondering how to get that shiny [IDEA] logo on your P&L post? Then you should add your unique trading insights and analysis or offer helpful information about stocks and investments to your sharing posts. Additionally, you can get the [PICK] logo through more lengthy, high-quality and in-depth original posts.
These coin rewards are here to inspire and celebrate meaningful contributions. Hope you’ll share your voice and your thoughts with fellow Tigers in this energetic, welcoming community!
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