Analyze Mag 7

Revenue Change (2020 vs. 2024) and Stock Price Change - an overview

NVDA in 2020?=$10.9B,?NVDA in 2024 =$60.9B, a 5.5X revenue change, with a 22X stock price change;

TSLA in 2020 = $31.5B, TSLA in 2024 = $72B, a 2.3X revenue change, with a 11X stock price change;

META in 2020 =$86B, META in 2024 = ~$156B, a 1.8X revenue change, with a 2.6X stock price change;

AAPL in 2020 =$274.5B, AAPL in 2024 = $391B, a 1.4X revenue change, with a 2.3X stock price change;

GOOG in 2020 =$182B, GOOG in 2024 = ~$340B, a 1.9X revenue change, with a 2.2X stock price change;

MSFT in 2020 = $143B, MSFT in 2024 = $245B, a 1.7X revenue change, with a 1.7X stock price change;

AMZN in 2020 = $386B, AMZN in 2024 = ~$620B, a 1.6X revenue change, with a 1.5X stock price change;

From the above analysis, we can see that NVDA /?TSLA are in uncharted water, their stock price changed at a pace 4X-5X that of their revenue. META / AAPL ?is also over-shooting a bit, with?a pace 1.4X-1.6X that of their revenue. while GOOG / MSFT / AMZN appear to be reasonably priced. If the AI market starts losing its luster, NVDA / TSLA may?be hit hard by?a reality check.?