One-sentence Reviews of Mag-7 Mid-term Financial Reports

I believe that the mid-term (Q2) financial reports of the Mag-7 each have their own highlights and shortcomings:

Google proved that AI Overviews not only didn't affect search advertising but actually stimulated more search demand; however, due to its industry stress position, its P/E ratio is relatively low.

Meta's revenue and profit growth exceeded all expectations, attributing performance growth to AI, taking the lead in telling the story of how AI implementation can make real money. What? You're asking about the metaverse? Shit, pls don't say that anymore.

Microsoft's cloud business grew by 39%, plus ChatGPT's weekly active users stabilized at 700 million, with both infrastructure and applications flourishing. Structurally speaking, Microsoft is a company with no existing substitute.

Amazon didn't really catch the AI bandwagon, AWS performance was mediocre, not outperforming Google and Microsoft, relying entirely on its rock-solid e-commerce for cash flow, with potential benefits depending on Temu being affected by tariffs.

Apple's revenue exceeded expectations because iPhone product line sales saw the highest growth in 4 years, increasing by 13% year-on-year, with tariff expenses of $800 million in the same period, slight pressure, now preparing to buy AI companies as a shortcut.

Tesla is in quite hot water, as the market isn't really buying into Robotaxi, mainly focusing on vehicle delivery data, following Musk to bet on exponential opportunities has always been a matter of belief - effective if you believe, ineffective if you don't.

Nvidia... what can i say? $4.3 trillion market cap says it all, as the largest supplier of the entire cycle, only when it gets its piece of the pie do the others above have some soup to drink.