The Magnificent Seven have carried the S&P 500 over the past few years, driven by the tech boom and now the early stages of the AI revolution. Most of them dominate their respective industries, with business models used globally.
That said, which ones do you think are most likely to see their momentum slow and potentially lose their spot to an up and coming company? And which dark horse could realistically replace them?
Which of the Magnificent Seven do you think could lose its position by 2030, and which company has the potential to replace it?
byu/Moonshot2026 ininvesting
Posted by Moonshot2026
19 Comments
**Amazon**
It’s a meme stock. Investors sell it immediately after every price jump. It’s underperforming sp500 for 5 years and missed the biggest tech and AI rally in the history.
🍿 I’m here for the civil discussions
tesla ofc
I mean the answer is obviously Tesla, it’s the only one that doesn’t have the cash that the other’s do. Unless the meme level valuations continue, it’s growth doesn’t justify it’s position.
No idea – But I think Google/Microsoft and Amazon are here to stay. All the other I could see jumping out of the top 7 (yes, even Nvidia).
Edit: yeah nah Nvidia out of the mag7 is rather unlikely, let’s say I could see it get out of the top3 in 2030
Meta to lose. The enshittification of all its social and messaging networks is well underway. It’s not really well positioned in AI. And then the VR glasses will either fail again or it will prove a competitive market, either way not a great new business.
If we’re talking long term?
1st question: ALL OF THEM
2nd question: NONE
Aapl has been such a darling. Never bet against them, right?
Except they’ve low-key saturated the segments they compete in. Sure, services are growing, but does that warrant a 36+ P/E?
They abandoned the one project that could have added a couple $T to their market cap: the car and autonomous driving.
I’ve been unwinding my position in aapl since 2023. It’s having a bit of a rebound these days (great for the shares i’m still holding) but I don’t see it massively overperform the S&P500 any time soon.
Tesla needs to be dropped, Its eps is half what it was a couple of years ago, and future growth avenues are being outdone by competitors. Maby its got a future, but not whats currently priced in.
Tesla !
Not only missing lidar is a big fuckup but also humanoid robots for personal use ? That’s some next level hopium.
Tesla isn’t increasing its auto sales as it was projected, in fact their sales are slowing. Their buildout was massive and now those factories will not be producing nearly as many as they need to be to stay open. Its PE is crazy high.
Any AI value will be pushed to Elon’s private companies, so the value of that will not he recognized by Tesla.
Optimus is facing massive challenges and even though robotics is going to be big in the future, I’m not sure humanoid robotics are what their big customers are looking for.
Robotaxi won’t make up the difference.
I rode Tesla all the way up, and I see no benefit anymore. Just put a stop loss on it and when it executes, I’m out unless something big changes.
By then the Magnificent 7 will probably be replaced by another term. It wasn’t that long ago that FAANG was the buzzword.
The answer has to be Tesla, it’s the only one built on promises. Plus Musk’s focus as already moved on to SpaceX and the IPO
AAPL hasb’t had a good idea since Steve Jobs. They have milked his ideas well.
Lol really doesn’t matter as they’re all symbiotic of one another sans Tesla.
One falls. They all fall. ESPECIALLY with this AI bullshit.
Tesla was removed long ago in my universe.
Hahaha omg the amount of Tesla hate, meanwhile they just hit another all time high, they just released unsupervised taxis, and have a ton of other products coming. People doubting Tesla is the same as saying Amazon is “just an online book store”. Or maybe they just hate musk and therefore think every company in his proximity is bad? Some of the world’s smartest scientists and engineers work for Tesla, SpaceX, Neuralink, etc. you don’t have to like musk, but don’t discredit the amazing work these scientists and engineers are doing.
If one is going to go, it’s Apple. Apple has been reselling the same products every year on hype and prestige alone just to keep their business alive. They haven’t innovated, are insanely behind on AI – yet a lot of the people who hate tesla as “just a car company” think a company selling the same phone every year is an amazing company to invest in? Ok bro
I would say META is most likely. It’s already faltering and losing relevance. NVDA has a chance to be hurt as others catch up and the newer more specialized chips continue to become more relevant.
I’m not sure about the TSLA hate. They might hurt short term from Elon’s antics. As refineries close on the west coast, alternative vehicles will become more important. It’s also hard to predict how the driverless taxis and robots will change things. One way to build more housing is upwards and with little to no parking. This makes alternative transportation like driverless cars attractive. Elon also has a plan where all of his companies are helping each other. Twitter changes minds, xAI feeds his companies, Tesla supplies batteries, solar power and robots, the boring company learns to build in difficult environments and then spaceX takes them all to Mars and beyond. SpaceX could even replace TSLA given the hype already gaining for its rumored ipo.
How about Alibaba? BABA – US. QWEN is gaining lots of ground very quickly….