No qualifying author-owned investment thesis was confirmed in this post.
The author asks a question rather than expressing a definitive directional investment judgment.
Score60
Comments46
▶ Full Post Text
Been digging into Mag 7 valuations and this stood out.
Forward P/E:
$MSFT → 24.5x
$META → 24.6x
$AAPL → 30.2x
$GOOGL → 32.0x
$AMZN → 34.1x
$NVDA → 41.0x
$TSLA → 196.7x
Microsoft is now sitting at the bottom of the Mag 7 valuation range, which feels strange...
The recent \~12% drop post-earnings seems driven more by broader software sentiment than by a collapse in fundamentals.
So the real question is: is this a rare valuation opportunity for a mega-cap compounder?