May. 20 at 4:08 PM
MAG7 ranked by YTD performance:
1 |
$GOOGL +24%
2 |
$AVGO +22%
3 |
$NVDA +20%
4 |
$AMZN +16%
🔥 The tides are officially turning in 2026!
The biggest surprise isn't
$NVDA, but
$GOOGL quietly snatching the crown and
$AVGO (Broadcom) charging into 2nd place! This proves Wall Street's focus has shifted from raw GPU supply to custom AI ASICs and actual software monetization. Meanwhile,
$AMZN’s heavy Capex hasn't fully translated to stock alpha yet.
The AI wealth expansion is moving away from a Nvidia-only monopoly into the custom silicon infrastructure layer. Looking ahead, who takes the ultimate 2026 championship? Can Google hold the line? Let me know your thesis below!