The Magnificent 7 Rules No More. Why It’s Time to Sell Some Stock. - Barron's
1. M7 stocks, including GOOG, have underperformed the market recently. 2. Exposure to M7 stocks is nearing all-time highs and increasing risk. 3. R&D spending for Big Tech is rising, impacting profit margins. 4. Investor sentiment remains bullish despite high capital spending scrutiny. 5. Many analysts still favor M7 stocks, indicating potential long-term confidence.