Alphabet is considered more interesting than Apple due to a stronger growth profile, but its DCF valuation still prevents a higher ranking.
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I Ranked The Magnificent 7 Stocks — 2 Look Dangerous
Jun 24, 2026
The creator discusses the underperformance of the Magnificent 7 stocks compared to the S&P 500, noting that the tech selloff is deepening and the entire mega-cap tech trade is being questioned. While some stocks have fallen significantly, the creator warns that a stock being down doesn't automatically mean it's cheap, and investors are starting to question the AI trade and whether too much of the future has already been priced in.
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Micron's stock performance is noted as volatile, down 8% after a significant prior gain, illustrating that market trends are not linear.
Oracle is mentioned as a company investing heavily in AI infrastructure, with projections indicating a potential sharp drop in free cash flow.
Apple is noted as one of the Magnificent 7 stocks that has seen a decline, contributing to the overall tech selloff.
Nvidia is mentioned as one of the Magnificent 7 stocks experiencing a selloff, and its position in the AI trade is being questioned regarding monetization versus spending.
Tesla is listed among the Magnificent 7 stocks that are making new 52-week lows, with its valuation being a point of concern.
Amazon is mentioned as part of the tech selloff affecting the Magnificent 7, with its valuation being questioned in relation to AI spending.
Meta is included in the list of Magnificent 7 stocks that have seen significant declines, with its valuation under scrutiny due to the AI trade.
Google is noted as one of the Magnificent 7 stocks experiencing a selloff, with its valuation being questioned in the context of the AI trade.
Microsoft is mentioned as one of the Magnificent 7 stocks that has seen a significant price drop from its highs, and its strategic direction for AI models is being questioned.
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