The Mag 7 have been all over the place at these highs. For me, $AAPL and $MSFT are the ultimate stalwarts — cash flow, moats, and real earnings keep them steady when sentiment flips.
$NVDA and $TSLA? Huge innovation plays, but the valuations feel more hype-driven short term. One earnings miss and you see the swings.
Long term I’m still bullish on tech, but in a market this stretched I’d rather back the companies printing money over the ones promising it.
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