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Today, we have the pleasure of welcoming Dave Mazza, Chief Strategy Officer at Roundhill Investments, back to the show.

Dave delves into the growth trajectory of Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla, collectively dubbed the 'Magnificent Seven' stocks.

With Meta's stock market value recently skyrocketing by $197 billion, questions arise about the driving forces behind this historic bullishness. Dave navigates through key topics including the exponential growth trends in tech and AI-related sectors, the concentration within the S&P 500, and concerns surrounding valuation and earnings, before exploring if this stellar share price performance aligns with underlying fundamentals, the potential for sustained profitability, and the significance of operating margins in investor decision-making. Enjoy!

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►Check out Dave's report: https://blog.roundhillinvestments.com/the-big-picture-magnificent-7

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