Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.
The magnificent seven (Nvidia (NVDA), Meta (META), Amazon (AMZN), Microsoft (MSFT), Alphabet (GOOG), Apple (AAPL) and Tesla (TSLA)) is a convenient meme that has been the focus of investors. It should not be thought of as a monolith since the seven’s performance and prospects have diverged.
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