Summary
Which of the market dominant and so on “Wonderful 7” stocks can be the best investment? During the first phase of uninterrupted AI enthusiasm, all Mag 7 were loved because their opportunity seemed to be almost unlimited. The market is now more skeptical of the perceived winners of the WE, leading to a natural tendency to rank the group of their forward prospects. We see that Amazon climbs to the ranks, while Nvidia continues to command the first place. All Mag 7 names have something in common. They are all dominant in at least one basic competence; And they used the huge cash flows out of their core competencies to invest and develop the generative opportunity for AI. Mag 7’s “ranking” of their mid -term outlook, therefore, includes an assessment of every company’s ability to defend and nurture its basic business while using that strength to get a stake in the AI ecosystem. For this week the list, we analyze and rank Mag 7 (from top to bottom) to their obvious mid -term prospects. We expect our MAG 7 rankings to be fluid, but we do not foresee any movement in the first or last place. Unlike the other six names, the basic competence of NVIdia is artificial intelligence. The need for realistic rendering in GPU based games, establishing NVIDIA’s business activity, laid the foundations for accelerating applications and mass parallel calculation which are the cornerstone of large language models (LLM) and enabling a conclusion. We rank NVIDIA number one based on the evidence in the company’s own growth numbers, which are elleveled. In a recent fiscal 4Q25, $ 39 billion revenue rose 78% annually. At its GTC event in March 2025, Nvidia predicts that the center of data will exceed $ 1 trillion a year in the next few years and that the entire global industrial infrastructure is a possibility of $ 50 trillion to restore you. Nvidia also provides much more than leading graphics processors in the industry, including its Cuda software library and is a “turbocharging” AI agent development with open-razed models, platforms and partnerships. The best proof of NVIDIA’s momentum is the growth of companies for enterprises that use NVIDIA solutions to support the inclusion of AI’s inclusion. Revenue from the center of Micron’s data has tripled by one year throughout the year and now exceeds 50% of the company’s total revenue. Micron increased Tam for its high -range memory (HBM) to $ 35 billion as of March 2025, which is $ 20 billion a year ago. Among US -based leading servers, Dell Technologies has announced $ 10 billion in AI revenue in the FY25 and expects $ 15 billion in FY26. Hewlett-Packard Enterprise came out with a fiscal 1q25 with $ 8.3 billion Cumulative Orders for AI Systems and Services. Leaders in the Data Center Interconnections (DCIS), Brodkom and Marvel are both reporting on explosive growth in these categories. * Meta Platforms (Meta): Meta platforms in second place because it was among the most successful in utilizing its basic competence (social media) in a leadership role in building LLM, including multi-modal models. Snap has a limited opportunity, and Х is stunned by self-wrapped wounds and a perceived musk infection. Only companies based in Asia, such as Batedan (Tito), pose a real threat. We see a certain risk for the basic business of seemingly infinite EU and the US Congress of Congress; And the mounting foundations of social media on Meta (Facebook, Instagram and WhatsApp) could be carved clean in three. However, we do not see that it is happening. Meta successfully turned from Zuckerberg’s expensive obsession with the metavers to a more-practical and rapid developmental opportunity for you. Unlike AWS, Microsoft Azure and Google Cloud, META successfully provides and promotes LLM leading, although it is not a major supplier of cloud hybrid services. We see as a target, above all, to deploy internally to improve operational efficiency and personal targeting in order to optimize the company’s social media beneficiaries, which exceeds 3.3 billion. Facebook’s reality labs, which accommodate Gen’s Meta’s Gen’s Ai Business, announced $ 2.1 billion in revenue in 2024, only 1% of total target revenue. Currently, this is mainly a hardware business (Quest VR headphones, glasses for Ray-Ban AR), but we see a long-term opportunity for growth like Llama Llms on the target go mainstream. As far as Apple has capitalized to the huge iOS base and directs the individual with iCloud, the target can offer a personalized AI offer to its more than three billion users.* Amazon.com (AMZN): In third place is Amazon. Amazon’s online retail operations and especially its main business are without a global peer. The combined operating margin of retail (Americas and International) for 4Q24 was 6.1%, far from the highest in our model that returned to the beginning of the company. Premier media are now opposed to Netflix in the quality and volume of content. AWS is a leading CSP globally, and its growing margins and cash flows are funding the possibility of a company generation. Amazon rushed to replace AWS head in May 2024 when the board saw that the company was lagging behind General AI. AWS is with an annual revenue rate of $ 110 billion and the margins are on or near record highs. Both internally and in partnership with anthropic and others, AI has produced Bedrock Marketplace, where customers can choose from over 100 LLM; Training and Coach Accessories 2; And Amazon New, a wide family of basic models. * Apple (AAPL): Fourth place goes to Apple. Apple’s basic competence is global leadership in technological devices and services. Apple was a little disappointing in the early efforts in AI. The company even goes beyond its usual reliance on internal skills to seek support from companies such as Openai. But we considered Apple for a long time as a product for the perfect product, not a pioneer of products; Early iteration mobile phones, such as Dynatac and Startac, are thrilled, but they have long been gone as iPhone is growing in dominance. Investors are also concerned about reducing China’s sales to Apple. However, in the most prominent fiscal 1q25, Apple has grown in all other regions. The company’s massive installed base of the company exceeds 2.2 billion, providing a fertile foundation for continuous growth in services.* Microsoft (MSFT): Microsoft is fifth. Microsoft used the basic competence in Azure enterprise software, the number two CSP behind AWS. Like all companies mentioned above, which are not named for Nvidia, Microsoft is disputed to get enough supply of advanced Blackwell products to build and execute its most common models. Microsoft’s Cloud Business has never been as profitable as AWS, although it may be partially due to which funds are allocated to the cloud separation. Microsoft had several wrong steps to use its Ai and Bot models
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