To The Moon

$Alphabet(GOOG)$

Alphabet has just crossed into one of the most exclusive financial territories on Earth. The parent company of Google joined the $3 trillion market cap club, becoming only the fourth business in history — after NVIDIA, Microsoft, and Apple — to achieve that milestone.

The stock soared 4.7% intraday to $252.70, powered by a wave of investor excitement around the Gemini app, which just climbed to the top of Apple’s App Store rankings. Year to date, Alphabet is up more than 30%, making it one of Wall Street’s best-performing mega-cap names in 2025.

But this achievement isn’t just a headline milestone. It reignites the debate over the Magnificent 7 — the group of U.S. tech giants that have dominated both index performance and investor attention for nearly two years. Now that Alphabet has cemented its place among the $3 trillion titans, investors are asking: how should we rank the Mag 7 today?

Alphabet’s Ascent: From Search Giant to AI Powerhouse

Alphabet’s rise has always been built on its search dominance, but the last two years have marked a turning point. Google Search and YouTube remain unmatched in digital ad monetization, yet the company has shifted its narrative toward becoming a leader in artificial intelligence.

The release of the Gemini AI suite — a direct rival to OpenAI’s ChatGPT — has been central to that pivot. Its rapid adoption, now underscored by topping the App Store charts, has given Alphabet a tangible foothold in the consumer AI race. Meanwhile, Google Cloud has gained ground as enterprises adopt AI-powered tools, providing a steady, recurring revenue base.

Crossing the $3 trillion threshold isn’t just symbolic; it signals Alphabet’s ability to balance high-margin legacy businesses with growth-driven innovation. In many ways, Alphabet now represents the “steady compounder” of the AI era — less volatile than NVIDIA, but still participating in the sector’s explosive upside.

The Mag 7: Still Magnificent, But Not Equal

The “Magnificent 7” — Apple, Microsoft, NVIDIA, Alphabet, Amazon, Tesla, and Meta — have been the undisputed market leaders since 2023. Together, they’ve been responsible for an outsized portion of S&P 500 returns, often masking broader market weakness.

But under the surface, the group is becoming increasingly divergent:

• NVIDIA remains the face of the AI boom, with demand for its data center chips driving unparalleled revenue and profit growth. It’s arguably the “growth stock” of the group.

• Microsoft continues to be the enterprise anchor, using its OpenAI partnership to embed AI across Azure, Office, and developer tools. Its recurring revenue model makes it a defensive giant in the lineup.

• Apple has leaned heavily on ecosystem stickiness and share buybacks. While still a cash machine, investors are waiting to see if its AI rollout can re-ignite growth.

• Amazon has stabilized AWS growth and improved retail efficiency, positioning it as a value turnaround play in the group.

• Tesla has struggled with slowing EV demand, tighter competition, and margin compression, making it one of the weaker Mag 7 members in 2025.

• Meta has executed one of the most impressive turnarounds in recent memory, with cost discipline and AI-driven ad strength fueling strong profit growth.

• Alphabet now sits at the intersection of legacy dominance and AI upside, appealing to both growth and value investors.

In other words: the Mag 7 is no longer a uniform growth trade. Each company has a different risk/reward profile, making a “power ranking” increasingly useful for investors.

Alphabet vs. Its $3 Trillion Peers

Alphabet now joins Apple, Microsoft, and NVIDIA in the $3 trillion elite. But the road each company has taken looks very different:

• Apple got there with relentless buybacks, brand loyalty, and a global ecosystem of iPhones and services.

• Microsoft leaned on its shift to cloud, subscription software, and enterprise AI adoption.

• NVIDIA achieved it in record time, thanks to hyperscale AI demand and near-monopoly chip dominance.

• Alphabet has blended cash-rich search and advertising with an AI strategy that’s finally showing real consumer traction.

Importantly, Alphabet trades at a more modest multiple than NVIDIA or Microsoft, giving it an argument for upside without requiring extreme growth assumptions. That’s why some analysts now see Alphabet as one of the safer bets in the Mag 7 — with both growth drivers and valuation support.

The Investor Poll: Rank Your Mag 7 Lineup

Here’s where it gets interesting. If you had to rank the Mag 7 today from 1 (most bullish) to 7 (least bullish), what would your personal list look like?

Would you place Alphabet at the top, riding its $3 trillion momentum? Or do you still see NVIDIA as the purest AI play, worth the premium valuation? Is Microsoft the steady compounder you trust most? Does Amazon’s turnaround story deserve more attention? And what about Tesla — is it a comeback candidate or a laggard?

This isn’t just about preference — it’s about portfolio strategy. Each Mag 7 stock has a different role: some are growth rockets, others are defensive anchors, and some may already be past peak hype.

Key Factors to Consider When Ranking

When you create your Mag 7 lineup, here are a few metrics and themes worth weighing:

• Valuation → NVIDIA’s forward P/E is much higher than Alphabet’s or Meta’s. Which premium is justified?

• AI Adoption → Who’s monetizing AI best: consumer-facing plays (Alphabet, Meta), enterprise (Microsoft, Amazon), or hardware enablers (NVIDIA, Tesla’s autonomy bets)?

• Cash Flow Strength → Apple and Alphabet throw off staggering free cash flow, making them resilient in downturns.

• Cyclicality vs. Defensiveness → Tesla and NVIDIA are more cyclical, while Microsoft and Alphabet are more defensive.

• Shareholder Returns → Apple remains the king of buybacks, while others are more focused on reinvestment.

Your personal ranking might depend on whether you’re seeking long-term compounders, short-term AI trades, or turnaround value plays.

Final Thoughts

Alphabet’s $3 trillion milestone cements its status as one of the defining companies of the AI age. But the broader story is that the Mag 7 are no longer moving in lockstep. The divergence in fundamentals, valuations, and strategic outlooks makes ranking them more relevant than ever.

So here’s the challenge: 👉 Rank your Mag 7 from 1 through 7 in the comments. Who’s your #1 pick for the next leg of the bull market, and who’s sitting at the bottom of your list?

The results might surprise you — and they’ll give us a clearer picture of where investor conviction really lies in 2025.