My ranking for Mag7 is 1. Google 2. Nvidia 3. Microsoft 4. Meta 5. Apple 6. Amazon 7. Tesla I believe that Google slightly competitive edge than Microsoft and Meta is pivoting AI development would help. Amazon and Tesla faces fierce competition
$SUPER MICRO COMPUTER INC(SMCI)$ Will 10-k be a turning point. Super micro scale-up Blackwell production. Q3 2025? bullish. "Combined with exceptional product quality, service, software, networking, and security with data center building blocks, Supermicro will expand our leadership as the premier US-based data center infrastructure solution provider. We anticipate this technology transition sets a strong foundation for us now, resulting in FY25 revenue in the range of $23.5 billion to $25 billion, paving the way for $40 billion revenue in FY26.” after filed 10-K definitely going be a turning point.