As of right now, it feels like the top three Mag 7's are $NVDA, $AMZN and $META. I've personally been buying more of each every week recently.
It's also quite fascinating how quickly sentiment for Google has fallen with the stock down 15% since May.
I wonder if this is a good spot to take another look at Google though. Surely they'll release a Muse competitor soon on top of Gemini 4? At the same time, part of me feels like they've fumbled around with AI for too long now - it doesn't instill too much confidence tbh.