magnificentseven

Kādu laiku “pirkt Mag 7” šķita kā viena tirdzniecība.
Tas vairs nav tā.
Paskaties uz novērtējumiem.
META tirgojas ap 22x nākotnes peļņu. NVDA atrodas tuvu 24x. GOOGL un MSFT ir augstā 20-tie. Pat AAPL, apmēram 33x, var vismaz paļauties uz savām maržām un naudas plūsmas statusu.
Tad ir Tesla.
Aptuveni 220x nākotnes peļņa.
Tas nav tikai dārgi—tas ir pavisam citā kategorijā.
Pārējā mega-kap tech cena tiek noteikta, balstoties uz pašreizējās peļņas jaudu plus AI potenciālu. Tesla tiek novērtēta gandrīz pilnībā uz to, ko investori uzskata, ka tā varētu kļūt.

The era of "slow growth" for Big Tech is officially dead. This week, the stock market witnessed what can only be described as a fundamental explosion. As the dust settles on the Q1 2026 earnings reports, the numbers aren't just "good" they are historically unprecedented.
While the crypto markets watch for the next move, the Nasdaq is screaming to new All-Time Highs (ATH) on the back of pure, unadulterated revenue power. Here is the breakdown of the chaos.
Google ($GOOG): The 94% Shockwave
Alphabet didn't just beat estimates; they obliterated them.
EPS: $5.11 (Estimate: $2.63) — A staggering 94% beat.
Revenue: $109 Billion.
Market Move: $GOOGL surged 7%, instantly printing a new ATH.
Google proved that AI integration isn't just a buzzwordit’s a massive margin expander.
Microsoft ($MSFT ): The Unstoppable Cloud
Consistency is the name of the game for Satya Nadella.
EPS: $4.27 (Estimate: $4.06).
Revenue: $82 Billion.
Market Move: Gained 5%.
Microsoft continues to be the bedrock of the AI revolution, showing that even at a multi-trillion dollar valuation, "beating everything" is still possible.
Amazon ($AMZN ): The Great Recovery
Amazon provided the most dramatic "v-shape" recovery of the week.
EPS: $2.78 (Estimate: $1.64) — A 70% surprise.
The Drama: Shares initially plummeted 7% in a "sell the news" knee-jerk reaction before common sense took over.
Final Result: Closed up 4%. High-conviction buyers
stepped in to swallow the dip.
Meta ($META): The "Logic-Defying" Drop
Mark Zuckerberg’s empire posted monster numbers, yet the market played hard to get.
EPS: $10.4 (Estimate: $6.82) — A 52% beat.
Revenue: $56 Billion.
Market Move: Despite a clean sweep of the estimates, $META dropped 7%. This highlights a growing trend: Wall Street is no longer just looking at the "now"; they are hyper-fixated on future AI spending guidance.
#MagnificentSeven #stockmarketnews #BullRun2026