Investor says the AI buildout could leave Mag 7 winners closer than expected
JOBhakdi · x · 2026-07-24
An investor argues that, in the middle of the AI buildout, it matters less whether one call on the Mag 7 is right or wrong than whether you get forced out by leverage.
He says he is least bullish on Apple, but remains positive on the rest, especially NVDA, and thinks the differences among Amazon, Meta, Google, and Nvidia may end up being small.
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