In partnership with

Today’s Headline

Which "Magnificent Seven" Stock Makes the Best Buy for the Second Half?

Hey friends,

If you're like me, you're always on the lookout for the next best stock to add to your portfolio. Especially now, with the market showing signs of both strength and uncertainty, finding the right stock has never felt more important. That’s why I’ve been laser-focused on the "Magnificent Seven."

In case you're new to the term, the "Magnificent Seven" refers to seven big-tech giants that have dominated headlines and delivered powerful returns over the past few years:

1. Apple (AAPL)

2. Microsoft (MSFT)

3. Amazon (AMZN)

4. Alphabet (GOOGL)

5. Meta Platforms (META)

6. Nvidia (NVDA)

7. Tesla (TSLA)

Each of these companies has a compelling story. But not all of them are the best buy right now.

So today, I’m diving deep and giving you my honest take: which one is the strongest buy for the second half of the year.

💡 Your Portfolio Isn’t the Only Thing That Needs Optimization
Smart investors don’t just grow their wealth — they also streamline their business operations for maximum efficiency and profit.
If you're an entrepreneur, run a startup, or manage a growing team, this free HR software matching tool can save you hours and thousands of dollars by helping you pick the right HR tech — just like a financial advisor would help you pick the best ETF.
👉 Click here to match with the best HR software now

Get Matched With the Best HRIS/ATS Software, for Free!

Researching HR systems shouldn’t feel like a second job.

The old way meant hours of demos, irrelevant product suggestions, getting bombarded with cold emails and sales calls.

But there’s a better way.

With SelectSoftware Reviews, spend 15 minutes with an HR software expert and get 2–3 vendor recommendations tailored to your unique needs—no sales pitches, no demos.

SSR’s free HR software matching service helps you cut through the noise and focus only on solutions that truly fit your team’s needs. No guesswork. No fluff. Just insights from real HR experts.

Why HR teams trust SSR:

✅ 100% free service with no sales pressure
✅ 2–3 tailored recommendations from 1,000+ vetted options
✅ Rated 4.9/5 by HR teams and trusted by 15,000+ companies

Skip the old way—find your right HRIS/ATS in a new way, for free!

Get Your Free HR Software Matches

Let’s Start With Performance

Let’s be real. Performance matters. Some of the Magnificent Seven have skyrocketed in 2024. Others have lagged. Nvidia crushed it thanks to AI demand. Apple, on the other hand, had a slower start but is showing signs of life with new product launches.

Tesla? A rollercoaster. The stock's been under pressure due to EV demand concerns. Meta and Microsoft are benefiting from AI momentum. Amazon is bouncing back from its cost-cutting strategy.

How I'm Judging These Stocks

To make a fair call, here’s how I’m looking at them:

• Growth potential: Is the company set to grow faster than the rest?

• Valuation: Is the stock too expensive right now?

• Innovation: Are they leading the pack or falling behind?

• Moat: How defensible is their business?

• Momentum: Are investors buying in or pulling out?

Using this lens, let’s go through them one by one. And then I’ll give you my top pick.

Apple (AAPL)

Apple is steady. Their iPhone sales aren’t growing like before, but services and wearables are picking up. The new AI-focused iOS could boost sales. Plus, Apple’s cash pile is massive.

But it’s not the most exciting growth story today. If you want safety and slow, steady growth, it’s solid. But not my top pick for this second half.

Microsoft (MSFT)

Microsoft is in beast mode with AI. Their partnership with OpenAI is giving them a huge edge in enterprise tools. Azure is taking market share from AWS. They’re integrating AI into Office, Teams, and even Windows.

Valuation is high, yes. But growth is strong, and their moat is massive. Definitely a top contender.

Amazon (AMZN)

Amazon has turned things around. After a painful 2022 and 2023, they cut costs, focused on margins, and now AWS is back to growth. Retail is recovering, and they’re getting smarter about logistics.

The stock still has room to run. And they’re quietly integrating AI into everything from Alexa to product recommendations.

Alphabet (GOOGL)

Google was late to the AI race, but they’re catching up. Their Gemini model is gaining traction. YouTube is a powerhouse, and ad revenues are rebounding. Search is still their cash cow.

But they face real competition from Microsoft in AI tools. I’m watching closely, but I’m not all-in just yet.

Meta Platforms (META)

Meta has made a stunning comeback. From a struggling metaverse bet to a lean, AI-powered ad machine. Reels are gaining ground. WhatsApp monetization is picking up. And their AI chips project is bold.

Their valuation is still reasonable given their growth. Zuckerberg’s vision is long-term, and it’s paying off.

Nvidia (NVDA)

Nvidia is the poster child of the AI boom. Their chips power everything—from ChatGPT to Tesla's cars. Revenue growth has been insane. Margins? Also insane.

But here’s the thing: the stock has already run up big. If you’re buying today, you’re betting the growth continues for years. It might, but it’s a high-expectation stock.

Tesla (TSLA)

Tesla is in a weird spot. It’s innovative, no doubt. Their full self-driving software and energy business are promising. But EV demand is slowing, and competition from China is heating up.

I love Elon’s vision, but I’d be cautious adding more here. It feels like a hold, not a strong buy.

So, Which Is the Best Buy for the Second Half?

If I had to buy just one of the Magnificent Seven right now, it would be Microsoft (MSFT).

Here’s why:

• They’re leading the AI charge with real-world enterprise adoption.

• They have a wide moat thanks to their cloud, software, and productivity ecosystem.

• Their growth is strong and sustainable.

• They’re not overhyped like Nvidia or under pressure like Tesla.

It’s a balanced, forward-thinking, cash-rich giant. And they’re innovating faster than ever.

Runner-Up: Meta Platforms (META)

Meta is my close second. Their AI investments are bold, and their platforms remain sticky. I love their upside. But Microsoft’s stability gives it the edge for me.

Final Takeaways

We’re in a market where AI is transforming everything. That’s why I’m putting my money behind companies building the future, not just coasting on the past.

If you’re building a portfolio for the long run, don’t sleep on the Magnificent Seven. But be selective.

Look for companies with:

• Strong cash flow

• Big, bold innovation bets

• Pricing power

• And the ability to adapt fast

Right now, Microsoft checks every box.

Stay sharp, stay curious, and don’t follow the hype—follow the fundamentals.

Until next time,
Your friend in finance

[Live Life Grow Wealth]

DISCLAIMER

I make no representations, warranties, or guarantees, whether expressed or implied, that the content provided is accurate, complete, or up-to-date. Past performance is not indicative nor a guarantee of future returns.

I am an individual content creator and not regulated or licensed by the Monetary Authority of Singapore (MAS) as I do not provide investment services.

All forms of investments carry risks, including the risk of losing your entire invested amount. Such activities may not be suitable for everyone. You are strongly encouraged to seek advice from a professional financial advisor if you have any doubts or concerns.