u/Personal-Walrus-3682 ·
Reddit — r/ValueInvesting
· February 28, 2026 at 03:23
· ⬆ 27 pts
· 💬 48 comments
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Summary
The author, a value investor, is contemplating buying into the "Magnificent 7" stocks after a recent market downturn, despite their historically high valuations.
The author expresses strong skepticism about NVIDIA's future earnings, believing that its major customers (like Microsoft and Meta) will inevitably cut back on capital expenditures, negatively impacting NVIDIA's growth.
Quality assessment: This is speculation and personal opinion. The author shares their portfolio philosophy and feelings (FOMO) but does not provide in-depth research or quantitative analysis to support their views.
Score27
Comments48
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I have a couple dozen positions. I'll share MKL, KNSL, and FRFHF, also some biotech stocks (companies I worked for), and others that are over-valued like SIEGY, ROK, FANUY, ABBNY that I got in on early but I haven't sold because I think they're long term winners.
I used to own the Mag 7 via VTI, but I completely switched over to stock picking. I don't currently own any Mag 7 stocks.
Last year I watched many Mag 7 stocks soar, and I definitely felt some FOMO. The valuations are still pretty high despite the downturn, but I'm thinking of compromising some value investing convictions to buy great companies at a slight premium.
Just curious if other value oriented investors are considering buying Mag 7 stocks right now, or if you simply see the downturn as confirming your view that over-valued companies eventually regress to their true value.
Also, I'm looking for a bullish case for NVDA if anyone has one. I have high conviction that CapEx for MSFT, META, etc., is probably going to be cut back and I really can't imagine a robust earnings future for NVDA when that inevitably happens. NVDA is partly the reason I avoid US market ETFs. I suspect that company is going to weigh down the index for the next year or so.