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The AI race is heating up—and the Magnificent Seven are at the center of it. Microsoft, Apple, Meta, Amazon, Alphabet, Nvidia, and Tesla now make up over 30% of the S&P 500, but not all of them are created equal. In this issue, I break down which ones still have room to run—and which may already be priced for perfection.

This week, I’m diving into:

👑 Nvidia’s Dominance & Alphabet’s Quiet Surge – Nvidia is powering the AI economy with 75%+ margins and explosive data center growth. But Alphabet might be the dark horse—early Gemini AI gains and Google Cloud momentum could drive 100%+ upside.

💼 Microsoft & Amazon: Infrastructure Kings – Microsoft’s AI is embedded into everything from Office to Azure. Amazon’s cloud and ad business are evolving fast—and both companies are printing cash.

📱 Meta vs. Apple – Meta’s ad machine is back with 41% margins and AI-enhanced monetization. Apple? Still solid, but growth is slowing—and AI is more of a question mark than a catalyst (for now).

🚘 Tesla’s Wildcard Potential – From robo-taxis to humanoid robots, Tesla’s upside is big—but so are the execution risks. Optionality is the name of the game.

Bottom line: You don’t need all seven. But if you pick the right few with pricing power, AI leverage, and scalable infrastructure—you could beat the market by a mile.

Let’s make smart bets and build the future—one investment at a time. 💡📈

Erwin Dwight

Founder of Investing Wise Academy

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Magnificent Seven’s AI Leaders Poised for Trillion-Dollar Glory

The Magnificent Seven—Microsoft $MSFT ( ▼ 0.59% ), Apple $AAPL ( ▼ 0.3% ), Meta $META ( ▼ 2.27% ), Amazon $AMZN ( ▲ 0.2% ), Alphabet $GOOGL ( ▼ 0.2% ), Nvidia $NVDA ( ▲ 0.87% ), and Tesla $TSLA ( ▲ 1.39% ) —dominate over 30% of the S&P 500 and hold the keys to AI-driven markets. Nvidia’s blistering data center growth, Alphabet’s undervalued . . .

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HSBC maintains NVIDIA $NVDA ( ▲ 0.87% ) stock Hold rating, $120 target

Learn AI in 5 minutes a day

What’s the secret to staying ahead of the curve in the world of AI? Information. Luckily, you can join 1,000,000+ early adopters reading The Rundown AI — the free newsletter that makes you smarter on AI with just a 5-minute read per day.

On Thursday, HSBC analyst Frank Lee confirmed a Hold rating on NVIDIA $NVDA ( ▲ 0.87% ) with a consistent price target of $120.00, as the company approaches its first-quarter results expected to be announced on May 28, 2025. With NVIDIA currently trading at $134.92, InvestingPro data shows the ...

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