The Mag 7 is officially fractured.
Alphabet is my ultimate stalwart.
Google Cloud is surging.🚀
Their AI investments actually generate real profits.
They own the entire tech stack.
Meanwhile, Tesla is riding on pure hype.
Car margins are actively shrinking.
Endless robotaxi promises cannot hide weak fundamentals.
You cannot just whisper "AI" and expect a massive stock rally anymore.
Return on invested capital matters again.
Pick your tech giants carefully.

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