With all the Magnificent 7 now reported except $NVIDIA (NVDA...

The Cloud Battle Rages On: Tech giants are heading to divergent paths

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MACKGforEver joined discussion · Nov 7, 2023 01:57

With all the Magnificent 7 now reported except $NVIDIA (NVDA.US)$ , I updated my Mag 7 chart showing 2024 P/E vs forward 5yr EPS growth per WS to compute a 2024 PEG for each.

$Alphabet-C (GOOG.US)$ still cheapest of Mag 7 at 1.1x PEG. $Meta Platforms (META.US)$ and $Amazon (AMZN.US)$ tied for 2nd place at 1.2x PEG.

$Apple (AAPL.US)$ still most expensive at 2.9x PEG. Tonight AAPL reduced rev growth for Dec qtr so PEG could >3.0. MSFT 2nd most expensive.

$Tesla (TSLA.US)$ 2024 PEG now 1.8x vs 1.7x avg for Mag 7 ex-TSLA.

With all the Magnificent 7 now reported except $NVIDIA (NVDA.US)$ , I updated my Mag 7 chart showing 2024 P/E vs forward 5yr EPS growth per WS to compute a 2024...

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MACKGforEver

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