Microsoft is placed in the B tier, with cloud revenue growing well at 26%, but AI could damage its software business.
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The creator ranks the Magnificent 7 stocks, placing Nvidia and Meta in the S tier, Google and Amazon in the...
The creator ranks the Magnificent 7 stocks, placing Nvidia and Meta in the S tier, Google and Amazon in the A tier, Apple in the C tier, and Tesla in the D tier. Microsoft is also placed in the B tier.
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Tesla is placed in the D tier, considered super overvalued at 350 PE, with Optimus and self-driving likely years away.
Apple is placed in the C tier despite strong iPhone revenue, as its growth is not as fast as some other Magnificent 7 companies.
Amazon is placed in the B tier, with AWS growing at 24% and being vertically integrated with custom silicon.
Google is placed in the A tier, recognized for its excellence in advertising, autonomous cars (Waymo), AI (Gemini), and YouTube.
Meta is placed in the S tier due to its lower valuation compared to the S&P 500 and its faster growth rate of 33%.
Nvidia is placed in the A tier, considered the top AI stock, but not S tier because its numbers are too good to improve further.
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