My favorite names of the Mag 7 right now are:

$NVDA, $AMZN, and $GOOGL.

I’ve talked about Nvidia last week and since then it’s up close to 10% and back to new all-time highs.

And like Nvidia, Google continues to be underrated.

• It’s the only company in the AI era with a serious AI-chip play + model play + consumer-facing applications.

• It has >8 products each serving >1B active users (think Maps, Gmail, Search, YouTube, others).

• TPUs are the only at-scale AI-chip deployment besides Nvidia.

Hence, I’m definitely looking to increase my position.

The Setup:

• Breakout to new all-time highs

• Earnings could the catalyst for the next move higher