Alphabet $3 Trln! Mag 7 Poll: Rank Your Mag 7 Lineup!
$Alphabet(GOOG)$ just hit a historic milestone — its market cap topped $3 trillion for the first time, becoming the 4th company after $NVIDIA(NVDA)$ , $Microsoft(MSFT)$ , and $Apple(AAPL)$ to cross that line.
Shares spiked 4.7% intraday to $252.7, boosted by excitement around the Gemini app, which just claimed the top spot on the App Store. YTD, the stock is already up over 30%.
With AI momentum fueling Alphabet’s rally, is this just the beginning of another leg higher — or are we already at stretched valuations?
🔥 Your Turn: Rank the Mag 7! We want to know your personal Mag 7 lineup.
If you had to rank them from 1–7 (favorite → least favorite), how would your list look?
Alphabet (GOOG) Amazon (AMZN) Apple (AAPL) Meta (META) Microsoft (MSFT) NVIDIA (NVDA) Tesla (TSLA)
Drop your ranking in the comments ⬇️
Example. You can comment like this:
I think my favorite among the Mag 7 is NVIDIA, and my least favorite is Amazon.
or
My ranking for Mag 7 is: 1. Nvidia 2. Meta 3. Google 4. Apple 5. Tesla 6. Microsoft 7. Amazon
💬 Discussion
Some investors still hesitate to buy or even follow stocks like Alphabet and Amazon, despite their massive scale and strong fundamentals.
Why do you think that is?
Is it valuation concerns, slower growth compared to NVIDIA or Tesla, or just less “hype factor”?
Rewards
Comment your ranking, you will win 5 tiger coins
Explain your ranking, you can win extra 5 tiger coins
Tag your friends to win another 5 tiger coins!
Event duration
Now till September 23
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1.特斯拉
2.英伟达
3.微软
4.谷歌
5.目标
6.苹果
7.亚马逊
我把 $Tesla Motors(TSLA)$首先,因为我的目标是更大的收益,这是最具爆炸性的游戏。除了电动汽车之外,特斯拉正在改变能源和技术,这使其成为我最激动人心的增长故事。
$英伟达(NVDA)$ 接下来是人工智能热潮的明显领导者,其次是微软和谷歌,因为它们将人工智能与现有业务进行了强有力的整合。Meta排名在他们之后,具有有趣的人工智能和元宇宙潜力,但不如前四名引人注目。
苹果和亚马逊在我的名单上垫底。两者都很庞大且稳定,但近年来我看到它们的创新较少。苹果过于依赖iPhone,与特斯拉、英伟达等公司的颠覆性势头相比,亚马逊的增长感觉较慢。随着时间的推移,我认为它们仍然会带来回报,只是不是我所寻找的那种爆炸性上涨。
@Tiger_SG @TigerStars @Tiger_comments
Magnificent 7的每一位成员都是创始人梦想的成果——一个挑战传统、超越不可能、重塑世界的愿景。
Nvidia诞生于黄仁勋的信念,即图形不仅可以娱乐,还可以加速人工智能。
微软是Gates&Allen的梦想,让计算进入企业的每一个家庭、每一只手和每一颗心跳。
Meta是扎克伯格对连接的不懈追求。
苹果是约伯对美和简单的痴迷。
谷歌最初是斯坦福大学的一个项目,但后来成为了世界的镜子,回答了我们的问题。
亚马逊是贝佐斯在规模、速度和客户痴迷上的赌注。
特斯拉是马斯克颠覆汽车行业的叛逆。
宏伟7是这些领导者的累积工作。
@Tiger_SG @TigerStars @Tiger_comments
Why #1: It’s the AI infrastructure company. Dominates GPUs, ML chips, and expanding into software (CUDA, DGX Cloud, etc.). The moat is widening, not shrinking.
Tailwinds: AI arms race, datacenter demand, software stack, auto (Drive), Omniverse.
My buy at $50? Legendary. Current price is a moonshot compared to that.
Risk: Pricing power gets challenged long-term, but not soon.
1. Nvidia
2. Tesla
3. Microsoft
4. Google
5. Apple
6. Meta
7. Amazon
Reason AI still hot at the moment. Those invest in AI can invest. @Tiger_SG @koolgal @MHh @HelenJanet @SR050321
I believe that Apple remains relevant with its sticky ecosystem and potential future growth with AI. Nvidia still has the best chips. Microsoft is integral to the masses, so is google but Google is a slightly less competitive edge than Microsoft. Meta is pivoting and its AI development would help it. Amazon faces fierce competition, like Tesla. Tesla is losing its competitive edge among the EVs so is my least favourite. @Wayneqq @SPOT_ON @Kaixiang @HelenJanet @Universe宇宙 @Success88 @LuckyPiggie @Fenger1188 @DiAngel @SR050321 come join
Check them in the history - “community distribution“[Heart][Heart]
1. NVIDIA (NVDA) – AI market leader
2. Microsoft (MSFT) – Enterprise AI integration
3. Amazon (AMZN) – Cloud and efficiency
4. Alphabet (GOOG) – Ads plus AI
5. Apple (AAPL) – Strong product ecosystem
6. Meta (META) – Ad growth rebound
7. Tesla (TSLA) – Slowing EV growth
Investors hesitate to buy Alphabet and Amazon due to slower growth, fewer near-term catalysts, and less hype-driven narrative, compared to NVIDIA and Tesla, which offer faster growth, stronger AI momentum, and greater retail excitement
Tag :
@Huat99
@Snowwhite
Why last: Still innovative, but narrative is under pressure. EV growth slowing, autonomy not here yet.
Tailwinds: Energy business, AI/D1 chip for FSD.
Risk: Valuation still rich for slowing growth, competition from BYD, legacy autos, China tensions.
Why: Ad business recovered, and AI is being implemented well (Reels, Llama).
Tailwinds: Ads, Instagram/WhatsApp monetization, LLMs.
Risk: Metaverse is still a slow burn, and social media shifts fast.
Why: Dominant in search and ads, but playing catch-up in AI compared to MSFT/OpenAI.
Tailwinds: Deep R&D bench, YouTube, Android, Gemini starting to gain traction.
Risk: Search cannibalization via AI, regulatory pressure.
Why here: AWS is the backbone of the web; retail is stabilizing and optimizing costs.
Tailwinds: AI models on AWS, logistics strength, Prime ecosystem.
Risk: Margins in retail are still thin, and AWS has stronger cloud competitors now.
Why #3: Cash cow, premium ecosystem, and long-awaited AI pivot starting to materialize.
Tailwinds: Services growth, AI integration in iOS, huge base loyalty.
Risk: Innovation cycle feels slower; Vision Pro isn't mass market yet.
Why #2: Strong AI integration (OpenAI partnership), massive enterprise moat, Azure second only to AWS.
Tailwinds: AI in productivity (Copilot), cloud growth, huge enterprise lock-in.
Risk: Antitrust and staying “cool” with devs vs. Google/AWS.
受Gemini應用程序的興奮推動,股價盤中飆升4.7%至252.7美元,該應用程序剛剛登上App Store榜首。年初至今,該股已上漲超過30%。
2. Meta AI software
3. Google AI application leader
4. Amazon AI + Datacenter + Ecommerce
5.Tesla Robotaxi + robotics
6. Microsoft office software
7. Apple iPhone + service
@TigerEvents
原因是英伟达是人工智能最大的受益者,业绩是持续增长。
至于特斯拉和苹果的产品没什么新创意,消费者的消费意愿低迷。
@Tiramisu2020
其次,估值也是顾虑。虽然两家公司不算泡沫,但经历多年上涨后,市盈率仍高于传统价值股,对追求安全边际的投资者来说吸引力有限。再加上英伟达的AI狂潮、特斯拉的自动驾驶故事,市场的注意力和资金更容易被这些“更性感”的题材吸走。
另外,情绪因素不能忽视。Alphabet和亚马逊的业务模式已经家喻户晓,没有太多“惊喜”,缺少那种让散户热血沸腾的炒作点。相比之下,AI芯片的突破、火星计划、全自动驾驶都更容易点燃话题。
如果让我给“美股七巨头”排个个人喜好榜:
1.英伟达 2.Alphabet 3.微软 4.亚马逊 5.苹果 6.Meta 7.特斯拉。
我更看重AI基础设施与稳健盈利的平衡。英伟达仍是AI时代的底层支柱,Alphabet凭借搜索、YouTube和Gemini的AI潜力紧随其后。微软、亚马逊则是可靠的现金机器,而特斯拉虽然有远景,但波动和不确定性让我排在最后。 @Grace Tann