To The Moon

🚀 AI Power Play: Meta vs Google — Who Rules the Mag 7? Latest Moves • $Alphabet(GOOG)$  : OpenAI just tapped Google Cloud to power its next-gen models, a headline win that redirects high-margin AI workloads to Google’s servers.  • $Meta Platforms, Inc.(META)$  : In advanced talks to invest US $14.8 b for a 49 % stake in Scale AI, securing premium data pipelines and top-tier talent.  Why It Matters • Every 1-ppt uptick in Google Cloud’s margin adds ~US $4 b to Alphabet’s operating profit. • Meta's 4 m+ advertisers crave sharper targeting; even a modest lift in ad ROI could unlock billions in incremental spend. Don't Forget the Arms Dealer • Nvidia (NV

$Apple(AAPL)$ $Tesla Motors(TSLA)$ The AI revolution is reshaping the tech landscape, and the Magnificent Seven (Mag 7)—Apple, Alphabet (Google), Amazon, Meta, Microsoft, Nvidia, and Tesla—are at the forefront. Nvidia has long been hailed as the AI king, but Meta’s aggressive monetization and Google’s cloud infrastructure are shaking things up. With OpenAI tapping Google Cloud and Meta unveiling AI-powered ads and a potential $14 billion Scale AI deal, the race for AI supremacy is tighter than ever. This report dives into the current AI leadership among Meta, Google, and Nvidia, analyzing their strengths, recent moves, and investment potential. Nvidia: The AI Hardware Titan

$Meta Platforms, Inc.(META)$ advertising platform already uses AI to optimize existing ads, but the new system will allow brands to simply upload product images and a budget, and then have AI automatically generate a complete ad — including images, videos, and copy. The system will also autonomously select target audiences on Facebook and Instagram and recommend the optimal spending amount.Meta is also working to enable advertisers to deliver personalized ad variations in real time — for example, showing a car climbing snowy mountains to users in winter climates, while presenting urban street scenes to city audiences.

$NVIDIA(NVDA)$ now generates roughly $4 million in revenue for each employee they have. That's the highest among all of big tech.Image

The Mag7 will underperform over the next few years. It’s unsustainable for them to keep having record runs and for the share price to become even more overvalued

$Tesla Motors(TSLA)$  Everyone saw the warning signs—Tesla’s numbers in Europe and China were faltering. But it didn’t matter. Investors treated Musk like a god, convinced he could bend reality to his will. They stayed at the party long after the music faded, unwilling to be the first to leave, hoping the magic would return. But now, it’s all over. The lights are out, the spell is broken, and Tesla’s stock has collapsed. Tomorrow? That’s anybody’s guess.

$MongoDB Inc.(MDB)$ reported Q1 FY2026 (ending April 30, 2025) earnings on June 4 after-hours, a quarterly turnaround to a profit (the market expected a loss as well) Its strong performance may further consolidate its leading position in the cloud database market, and the advancement of its AI strategy may change the competitive landscape of the industry, attracting more enterprise-class customers.At the same time, increased competition with $Amazon.com(AMZN)$ AWS, $Alphabet(GOOGL)$ Google Cloud may also put pressure on the non-Atlas business, and we need to continue to monitor the long-term market share changes.Performance and Market FeedbackRevenue: Revenue was

Make MAG 7 Great Again? Big Tech Is Back in S&P 500 Driver's Seat The same technology giants that helped drag the S&P 500 to the brink of a bear market after Liberation Day on April 2 are giving the recovery in US equities some legs. $NVIDIA Corp(NVDA)$   put a bow on a better-than-expected earnings season for Big Tech last week by delivering a strong outlook for revenue, despite US restrictions on sales of its chips in China. Nvidia has reclaimed the title of the world's most valuable company. The S&P 500 Index is within 3% of its February record high, with much of the rebound being fueled by easing tensions between the US and its trade partners, as well as Big Tech results that show AI frenzy

$Tesla Motors(TSLA)$  might take that risk 

Go big or go home. No risk, no gain!

They’ve been the market darlings, the heavyweights, and the alpha machines — the Magnificent 7: Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta, and Tesla. These giants have powered the S&P 500’s massive gains, contributing nearly 70% of the index’s performance in 2024. But now, with many of them up 50–100% from 2023 lows, investors are asking: Is there still 30% upside left to ride? Or are we entering the final leg of a crowded trade? Let’s break it down. 💡 The Bull Case: Still Magnificent? 1. AI tailwinds are real and structural Nvidia’s blowout earnings, Microsoft’s Copilot momentum, and Meta’s custom AI chips all point to one thing: the AI boom isn’t hype — it’s a secular shift. These companies are not just using AI; they’re building it, selling it, and scaling it. 2. Dominance br

At 42x forward P/E, they not cheap  but still below past bubble highs. $NVIDIA(NVDA)$  and $Meta Platforms, Inc.(META)$  still riding AI tailwind, Amazons efficiency game strong, and Microsoft steady like CPF. But $Apple(AAPL)$  ? Growth slowing. $Tesla Motors(TSLA)$  ? Hmm… getting more like wildcard than wonderkid. 🧠 My take: Nvidia, Meta, and Amazon still got story to run. Apple and Tesla maybe more sideways. So dont just buy the basket — pick the stall with best char siew. 🎯 Strategy: Selective exposure. Hedge your risk. Dont wait for institutions to confirm before you tak

Dare to Ride the Last 30% .... 🤔 why not Already in the Ride, just treat it as "Extra" Rounds 😁😉 @Shyon @Barcode @JC888 @Shernice軒嬣 2000 @koolgal @yourcelesttyy

The Magnificent 7 stocks are regaling favor amid environmental uncertainties and continued economic expansion. The Mag 7 still have 30% upside. It is worth taking the risk to invest in these stocks and reap big returns.🚀🚀🚀 Thanks @Tiger_comments @icycrystal @SPACE ROCKET @1PC @SPOT_ON @Mrzorro @MHh

I remain cautious & will follow the SMART Money 💰 for Short Term opportunity. If the trend 📈 holds, then there is opportunity to extend to Mid Term opportunity 😉. Vested with Nvda Tesla Google    Seeing them as a stronger 💪💪💪 candidate in my ST 🐎🐎🐎. $NVIDIA(NVDA)$  $Tesla Motors(TSLA)$  $Alphabet(GOOGL)$  Only unknown factor is Prata - Man... Kosong Prata today or Egg 🥚 Prata       .

lowkey think mag 7 is gonna pop tho, 30% upside ain't bad. gs says they're the move for summer but hedge funds been ghosting them, exposure at 5 yr lows. u in or out? Yo @Kiwi Tigress @Barcode

Discovering the Magnificent Seven Cash Flow Dynamics: Insights into Share Price Movements1) $NVIDIA(NVDA)$Source:@KoyfinCharts2) $Microsoft(MSFT)$Source:@KoyfinCharts3) $Meta Platforms, Inc.(META)$Source:@KoyfinCharts4) $Alphabet(GOOGL)$Source:@KoyfinCharts5. $Amazon.com(AMZN)$Source:@KoyfinCharts6) $Tesla Motors(TSLA)$Source:@KoyfinCharts7) $Apple(AAPL)$Source:@KoyfinChartsThere is a close relationship between cash flow and stock price, although this relationship is not always direct.Cash flo

🌟🌟🌟The Magnificent 7- Apple, Microsoft, Amazon, Alphabet, Meta Platforms, Tesla and Nvidia have dominated headlines and portfolios alike.  Recently these Tech Titans have rallied to new highs, sparking a fresh debate - Is this a golden opportunity to ride the momentum?  Or are we now flirting with overextended valuations, essentially chasing the last dollar? The recent surge has injected a burst of optimism into the markets, with some members of the Magnificent 7 posting their best gain in years.  Yet beneath the celebratory surface lies a pressing question about sustainable growth versus exuberant pricing.  The rally itself has been nothing short of electrifying.  In May several of these mega cap recorded staggering percentage gains, which helped propel the S&

Too pricey goes with higher risk though promising.

$Apple(AAPL)$ $Tesla Motors(TSLA)$ The AI revolution is reshaping the tech landscape, and the Magnificent Seven (Mag 7)—Apple, Alphabet (Google), Amazon, Meta, Microsoft, Nvidia, and Tesla—are at the forefront. Nvidia has long been hailed as the AI king, but Meta’s aggressive monetization and Google’s cloud infrastructure are shaking things up. With OpenAI tapping Google Cloud and Meta unveiling AI-powered ads and a potential $14 billion Scale AI deal, the race for AI supremacy is tighter than ever. This report dives into the current AI leadership among Meta, Google, and Nvidia, analyzing their strengths, recent moves, and investment potential. Nvidia: The AI Hardware Titan

🚀 AI Power Play: Meta vs Google — Who Rules the Mag 7? Latest Moves • $Alphabet(GOOG)$  : OpenAI just tapped Google Cloud to power its next-gen models, a headline win that redirects high-margin AI workloads to Google’s servers.  • $Meta Platforms, Inc.(META)$  : In advanced talks to invest US $14.8 b for a 49 % stake in Scale AI, securing premium data pipelines and top-tier talent.  Why It Matters • Every 1-ppt uptick in Google Cloud’s margin adds ~US $4 b to Alphabet’s operating profit. • Meta's 4 m+ advertisers crave sharper targeting; even a modest lift in ad ROI could unlock billions in incremental spend. Don't Forget the Arms Dealer • Nvidia (NV

$Meta Platforms, Inc.(META)$ advertising platform already uses AI to optimize existing ads, but the new system will allow brands to simply upload product images and a budget, and then have AI automatically generate a complete ad — including images, videos, and copy. The system will also autonomously select target audiences on Facebook and Instagram and recommend the optimal spending amount.Meta is also working to enable advertisers to deliver personalized ad variations in real time — for example, showing a car climbing snowy mountains to users in winter climates, while presenting urban street scenes to city audiences.

$NVIDIA(NVDA)$ now generates roughly $4 million in revenue for each employee they have. That's the highest among all of big tech.Image

The Mag7 will underperform over the next few years. It’s unsustainable for them to keep having record runs and for the share price to become even more overvalued

The "Magnificent 7"—Apple, Microsoft, Alphabet, Amazon, Meta, Tesla, and Nvidia—have roared to new peaks after a blazing May, now commanding a 42x forward P/E ratio. That’s a hefty premium, yet it sits 30% below the 58x average peak of past U.S. market bubbles. Hedge funds are diving in headfirst, with a buying spree last week, but broader institutional exposure lingers at a five-year low. So, what’s the play? Are these tech titans primed for one last leg up, or are retail investors late to a party about to crash? Let’s dive into the signals, the stakes, and how to navigate this high-stakes showdown. 📊 Valuation Reality: Expensive, Not Exploded A 42x forward P/E isn’t cheap—it’s a stretch. But stack it against the 58x bubble peaks of yesteryear, and there’s a 30% buffer before we hit noseb

$MongoDB Inc.(MDB)$ reported Q1 FY2026 (ending April 30, 2025) earnings on June 4 after-hours, a quarterly turnaround to a profit (the market expected a loss as well) Its strong performance may further consolidate its leading position in the cloud database market, and the advancement of its AI strategy may change the competitive landscape of the industry, attracting more enterprise-class customers.At the same time, increased competition with $Amazon.com(AMZN)$ AWS, $Alphabet(GOOGL)$ Google Cloud may also put pressure on the non-Atlas business, and we need to continue to monitor the long-term market share changes.Performance and Market FeedbackRevenue: Revenue was

🌟🌟🌟The Magnificent 7- Apple, Microsoft, Amazon, Alphabet, Meta Platforms, Tesla and Nvidia have dominated headlines and portfolios alike.  Recently these Tech Titans have rallied to new highs, sparking a fresh debate - Is this a golden opportunity to ride the momentum?  Or are we now flirting with overextended valuations, essentially chasing the last dollar? The recent surge has injected a burst of optimism into the markets, with some members of the Magnificent 7 posting their best gain in years.  Yet beneath the celebratory surface lies a pressing question about sustainable growth versus exuberant pricing.  The rally itself has been nothing short of electrifying.  In May several of these mega cap recorded staggering percentage gains, which helped propel the S&

They’ve been the market darlings, the heavyweights, and the alpha machines — the Magnificent 7: Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta, and Tesla. These giants have powered the S&P 500’s massive gains, contributing nearly 70% of the index’s performance in 2024. But now, with many of them up 50–100% from 2023 lows, investors are asking: Is there still 30% upside left to ride? Or are we entering the final leg of a crowded trade? Let’s break it down. 💡 The Bull Case: Still Magnificent? 1. AI tailwinds are real and structural Nvidia’s blowout earnings, Microsoft’s Copilot momentum, and Meta’s custom AI chips all point to one thing: the AI boom isn’t hype — it’s a secular shift. These companies are not just using AI; they’re building it, selling it, and scaling it. 2. Dominance br

Discovering the Magnificent Seven Cash Flow Dynamics: Insights into Share Price Movements1) $NVIDIA(NVDA)$Source:@KoyfinCharts2) $Microsoft(MSFT)$Source:@KoyfinCharts3) $Meta Platforms, Inc.(META)$Source:@KoyfinCharts4) $Alphabet(GOOGL)$Source:@KoyfinCharts5. $Amazon.com(AMZN)$Source:@KoyfinCharts6) $Tesla Motors(TSLA)$Source:@KoyfinCharts7) $Apple(AAPL)$Source:@KoyfinChartsThere is a close relationship between cash flow and stock price, although this relationship is not always direct.Cash flo

Make MAG 7 Great Again? Big Tech Is Back in S&P 500 Driver's Seat The same technology giants that helped drag the S&P 500 to the brink of a bear market after Liberation Day on April 2 are giving the recovery in US equities some legs. $NVIDIA Corp(NVDA)$   put a bow on a better-than-expected earnings season for Big Tech last week by delivering a strong outlook for revenue, despite US restrictions on sales of its chips in China. Nvidia has reclaimed the title of the world's most valuable company. The S&P 500 Index is within 3% of its February record high, with much of the rebound being fueled by easing tensions between the US and its trade partners, as well as Big Tech results that show AI frenzy

Global equities are approaching record highs, and some analysts predict the rally could continue, supported by dip-buying activity.The MSCI All Country World Index by Morgan Stanley is now just 0.5% below its all-time closing high of 887.72, set on February 18. Following a low in April—after former U.S. President Trump announced new tariffs—the index has since rebounded 19%.US Stocks Near Record Highs: Is Magnificent 7 the Top Summer Pick?According to a May 31 market insight from Goldman Sachs, as summer begins, investors are refocusing on the Magnificent 7, a group of mega-cap tech stocks that are once again outperforming the broader market.Seen as symbols of “defensive growth,” the Mag 7 are gaining favor in an environment of elevated uncertainty. Continued economic expansion and the Fed

As of June 3, 2025, the “Magnificent Seven” (Mag 7) tech stocks—Apple, Microsoft, Alphabet, Amazon, Nvidia, Tesla, and Meta Platforms—have experienced a volatile year, marked by a significant rally in May but still facing year-to-date challenges.  In May, the group collectively surged over 13%, marking their strongest monthly performance in two years. This rebound was fueled by easing trade tensions and investor optimism surrounding artificial intelligence (AI) advancements. However, despite this uptick, the Mag 7 remains in negative territory for the year, alongside crude oil, among 32 asset classes tracked by Deutsche Bank .   Apple has been the group’s worst performer, with shares down 20% year-to-date, impacted by U.S.-China trade tensions and delayed AI integration. Nonetheless, an

The Magnificent 7—Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla—are at a pivotal moment. Yesterday’s surge pushed these tech giants toward critical resistance levels, but the question looms: will they break through to new highs or crash back down? With U.S. stocks rebounding and a robust earnings season in the rearview, the market’s watching closely. Wedbush’s recent move to axe Alphabet from its “Best Ideas List” adds fuel to the fire. Let’s dive into the chaos and figure out what’s next—and where the smart money’s headed. Resistance Levels: Make or Break Time These aren’t just lines on a chart—they’re battlegrounds. The Mag 7 are testing resistance after a red-hot rally, and the outcome could set the tone for the market. Here’s the latest snapshot:

Happy birthday to the Dow Jones Industrials index $Dow Jones(.DJI)$ that just turned 129 years old last week It closed last week at 42,270.07, well above the 40.94 it started at 129 yrs ago despite spanish flu, 2 world wars, a great depression, a great financial crisis, a dot com crash , a global pandemic etc That’s over 103,000% capital gain and over 10% annualised return ( including dividends).ImageThe $Dow Jones(.DJI)$ a significant landmark in the financial world, has weathered 129 years of ups and downs. It started at 40.94 a century and a quarter ago and closed last week at 42,270.07.The $S&P 500(.SPX)$ ’s “birthday” can be traced back to March 4, 1957,

The “Magnificent Seven” (Mag 7)—Apple, Microsoft, Alphabet, Amazon, Meta, Nvidia, and Tesla—have been pivotal in driving the U.S. stock market’s performance. Despite a strong rally in May 2025, the group remains in negative territory for the year, one of only two asset classes, alongside crude oil, to post year-to-date losses among 32 tracked by Deutsche Bank. Valuations for the Mag 7 remain high, with their average P/E ratio significantly above historical market norms, potentially limiting further gains. Institutional exposure to the Mag 7 is at a five-year low, suggesting a cautious stance among large investors. This reduced interest could indicate a preference for diversification into other sectors or asset classes. For retail investors, the decision to invest in the Mag 7 at this junct

Hey TigersDuring the recent 5 trading days, there are numerous stocks achieved impressive double-digit gains.Below is a list of the top ten featuring companies with a market cap over $1 billion, daily trading volume exceeding $1 million, and gains over 20%.Have you held any stocks that have brought you good returns? Are you familiar with these winners?Based on the ranking table, here's a summary of the reasons for the rise and future expectations of the ten listed companies, hoping it will help you better understand them.A gentle reminder: Past performance is not indicative of future price increases. Analyze and plan for risks from multiple perspectives before any trade.1. $Pony AI Inc(PONY)$ Leads with a 48% GainKey News and

The Magnificent 7—Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla—are back in the spotlight, riding a wave of U.S. stock market momentum. Yesterday’s surge was a head-turner, with gains across the board, but now they’re slamming into critical resistance levels. Are we witnessing a breakout moment, or is a crash looming? With U.S. equities showing signs of life after a rocky spring, is the outlook finally brightening? Fresh off a robust earnings season, which tech titan is poised to lead the charge? And after Wedbush dropped Alphabet from its “Best Ideas List” amid last week’s AI-driven volatility, is Google a screaming buy or a signal to bail? Let’s dive into the action and place our bets. U.S. Equities: A Light at the End of the Tunnel? U.S. stocks are clawing their way back,

I have not bought anything yet for this month . I’m still watching the market. It seems like market has bought into TACO and has ignored all his tariffs treats and rebounded even quicker than before after the dip when he first announces the new tariffs. I definitely won’t be chasing the MAG7 as they are back to being overvalued. I wouldn’t take the risk of chasing high to try to get that potential 30%. For those hit by tariffs, I would buy when the price is cheap very quickly because market has bought into TACO, and prices will quickly rebound within the week. This makes for a good swing trade. Of course, this is risky if the other country retaliates, so it is importabt to only buy good stocks at the right price and if I am willing to hold it for the longer term. Otherwise, I would be

Source: CNBC, 26 April 2025Here’s how the $Alphabet(GOOG)$ did in 1Q 2025:Year-on-year (YoY) growth in revenue and operating income has been uneven.In 1Q 2025, revenue grew 12% YoY, while operating income rose 20.16%. However, both figures reflect a slowdown compared to 1Q 2024, when revenue and operating income grew 15.41% and 46.26%, respectively.Operating income has maintained YoY growth of over 20% for seven consecutive quarters, though the 1Q 2025 figure marks the slowest increase during that period. However, Operating Margin reached 34% in the latest quarter — the highest level in five years.Both gross margin and operating margin improved in 1Q 2025, rising to 59.7% and 33.92%, up from 58.14% and 31.63% in 1Q 2024.That said, operating margi