NVDA, Tesla and Meta. These 3 stocks have either shown accelerated earning growth (such as Tsla), or are expected to show accelerated growth such as Nvidia and Meta.
Among other 4, Google stock is already somewhat priced in with 20 forward PE. Unless they miss the earning tomorrow, they are probably ok.
MSFT is still priced at 33 forward PE but with less than 12% YoY EPS growth, this is why they must provide a higher guidance on Wed. otherwise stock will be in trouble.
Apple's projection varied a lot due to different perception of Apple intellignece potential. Wall Street will watch closely how Apply guides the iPhone 16 and Apple Intelligence revenue.
AMZN is probably the only Mag7 that is fairly valued at this point.
