Nvidia and Microsoft are standout performers in the Magnificent Seven stocks, with Nvidia being viewed as the winner and Apple as a valuable AI stock. Wall Street veteran Gene Munster backs both companies for continued growth. The performance gap between Nvidia and Microsoft and the other five stocks raises questions about future momentum. The uncertainty in AI advancements complicates predictions, despite Nvidia's plans for the Feynman GPU in 2028. Investors are encouraged to focus on long-term strategies as markets start the second half positively.
Nvidia is the winner that can keep winning while Apple is the value play in AI that's hiding in plain sight.
With Nvidia CEO Jensen Huang already shedding light on what comes after Rubin, it's tough for AI innovators to have a concrete plan that far out into the future.
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