How to play Mag 7 in the second half of 2025

00:00 Brian Sozzi
Meta just threw a high record on Monday. Nvidi’s 17% last monthly ordering is knocking on the Di Market Cap door. My question is, What should you own meta and nvidia on their face shows? Chad, I will start with you here. If you had to choose one of these two words in the back part of the year, which one?
00:23 Chad Morganlanders
I might go with a meta, IH, it seems that there is continuous competitive benefits and seems to be in DOJ crosses at any time soon. Uh, and what is said, I’m sorry, I’m going to Pivot, H, wants to have other companies within MAC 7 that maybe their highly reduced prices.
00:49 Brian Sozzi
Brooke, uh, Shiloh before the new meta super intelligence unit and sounds good. Headred by Alexander Wang, Uh, led to the pilgrimage Ai ai ai sounds exciting from paper. What I can find out how this will affect the Meta earnings this year? I don’t know if it will happen.
01:05 Brooke Disalmma
Any Mark Zuckerberg says this is a company need. Of course, Mark Zuckerberg, the Founder, Meta manager, who had been like Facebook. But what he really said Here he believed this begins this new humanity and is completely committed to do what you need to lead. Of course, the meta wants to continue this result no many companies look at jumping on the board. And as you mentioned, submitted to senior management from AI, UH, Ai Aile Aile Alexader Wang. He has brought to Gitub Ceo, UH, and Nat, that’s Mut Officeman there. He also brought the 11 new Employment focus on this AI trading and actually said here, you know, investors really need to jump and understand that this is not a wish, desire. This is the need for a company to compete in the term near and long here, Brian.
02:18 Brian Sozzi
All know, who really drove the future of AI? That is Jensen Huang, Nvidia. Establish a Centia.
02:25 Alexandra Canal
Yes, Nvidi, Baby, the goalabis of Ai here. And we’ve seen the Mega Cap shares, especially Nvidia APPERFORM. We were just talking about the price of sharing we have seen about 15%. We are closer and approaching the $ 4 trillion Market cap. And just a little context here, Brian. If Nvidia has hit those standards, that would be notified of 36% higher than the British Stock market. That is 100% 18% below the total Japanese Nikkei 225. So just showing great passion for this company, in this stock. Of course, earnings, a large for this company. When we see any corruption before that it comes when it comes in and hypercaler, if it is dark in any form of demand, it is obviously focused on many investors. If we see that, we can have a pullback in custody. But until now, the receivables has been firm, transferred to the top, and I think that’s the biggest test of Nvidia’s next. But I’m crafty here and I think unvidia will continue to see more of those loneliness.