Are the mega-caps officially a buy? We're breaking down the valuations, moats, and hidden risks for every Magnificent Seven stock.

00:42 Why Mag Seven Now

05:04 Market Benchmark Setup

05:38 Alphabet AI Optionality

13:40 Apple AI Strategy

21:10 Amazon AI Adjacent Case

35:18 Nvidia Expectations Shift

40:22 Index Fund vs Stock Pick

44:28 Meta Bear Case

51:34 Tesla Hype vs Reality

55:44 Microsoft Copilot Monetization

01:00:23 Portfolio Contest Callback

01:02:32 Buy or Short Mag 7

Companies mentioned: AMD, AMZN, AVGO, GOOG, GOOGL, INTC, MSFT, NVDA, TSLA

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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