Category: 2. Strategy
-
Magnificent Seven: best vs worst 231204
Much has been made this year about the performance of the Magnificent Seven (Microsoft, Apple, NVidia, Alphabet, Meta, Amazon & Tesla). The euphoria over artificial intelligence has especially favored NVidia, which is currently putting in record highs. NVidia’s darling status reminds me of a couple years ago when Tesla was the darling. Note the below…