The Kobeissi Letter(@KobeissiLetter):Nvidia is dominating retail investor demand across the Magnificent 7: Retail investors have bought +$27 billion worth of Nvidia, $NVDA, stock over the last year, the most among all Magnificent 7 companies. Since October 2025, these purchases have more than quadrupled. Tesla, $TSLA, ranked 2nd, with +$15 billion in retail purchases over the last year. Over the same period, retail investors bought +$9 billion worth of Microsoft, $MSFT, stock. On the other hand, Apple, $AAPL, recorded -$5 billion in retail sales over the last year, the only Magnificent 7 company that retail investors sold. For retail investors, Nvidia remains the ultimate AI trade.

2026.08.15 19:59

Nvidia is dominating retail investor demand across the Magnificent 7: Retail investors have bought +$27 billion worth of Nvidia, $NVDA, stock over the last year, the most among all Magnificent 7 companies. Since October 2025, these purchases have more than quadrupled. Tesla, $TSLA, ranked 2nd, with +$15 billion in retail purchases over the last year. Over the same period, retail investors bought +$9 billion worth of Microsoft, $MSFT, stock. On the other hand, Apple, $AAPL, recorded -$5 billion in retail sales over the last year, the only Magnificent 7 company that retail investors sold. For retail investors, Nvidia remains the ultimate AI trade.