How to play Mag 7 in the second half of 2025
00:00 Brian Sozzi
Meta broke a record on Monday. Nvidia’s 17% fluctuation knocked on the door of a $ 4 trillion market value last month. My question is: Should you have both meta and nvidia in the face of the Ripping rallies? Chad, I’ll start here with you. If you need to choose one of these two names in the back of the year, which one?
00:23 Chad Morganlander
Perhaps I would go with meta, the uh seems to have a constant competitive advantage, and soon it doesn’t seem to be on the plus signs of Doj. Oh, however, I’m sorry, I’m going to make a pivot, you want to have other companies in which their valuation is largely reduced on UH, MAC 7.
00:49 Brian Sozzi
Brooke, UH, you’ve previously mentioned this new super intelligence unit for meta and sounds great. Alexander Wang, leading to the scale AI, is directed by Alexander Wang. What I don’t understand is how will this Meta affect this year’s earnings? I don’t know it will.
01:05 Brooke diploma
Mark Zuckerberg says this is the necessity of the company. Of course, Mark Zuckerberg, the founder of Meta, known as Facebook. But what he really said here was that it believed it was the beginning of a new age for humanity, and he was completely determined to do what I need to pioneer Meta. Of course, Meta wants to move forward in this AI revolution, so many companies want to jump to the ship. As you mentioned, AI, UH, AI CEO Alexander Wang brought senior executives. He also brought Nat as former Github CEO UH as well as NAT, Nat Friedman there. It also brought 11 new jobs that really focus on this AI trade, and here really says that investors really jump and understand that it is not a desire, it is a desire. This is that the company compete in the near term and here is really the long term Brian.
02:18 Brian Sozzi
All you know, who directs the future of AI? This is Jensen Huang, Nvidia. Picked for Nvidia.
02:25 Alexandra Channel
Yes, Nvidia, baby, the father of artificial intelligence here. We have seen that the Mega Cap stocks, especially Nvidia performing better. We were talking about only 15%of the stock price movement. We are approaching these $ 4 trillion market value. And here is a small context, Brian. If Nvidia hits these levels, this is 36% higher than the entire British stock market. This is only 18% below the total value of FTSE 100 and Japan’s Nikkei 225. This is going to show the enthusiasm around this stock around this company. Of course, earnings are very big for this company. If we see any deterioration on this front when it comes to demand with hypekers, if they point to any wind of demand, Blackwell is a great focus for many of these investors. If we see this, we can withdraw in stock. However, so far, the gains have moved upwards, upwards, and I think the next big test for this nvidia. But I’m rising here and I think Nvidia will continue to see most of these gains.
