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r/valueinvesting
Apart from AAPL and NVDA, is the rest of the MAG7 worth buying?
Investor summaryBearish
Questions the rest of Mag 7's value, criticizing their massive AI capex that sacrifices free cash flow for semiconductor investments.
Bear points
- Companies are sacrificing free cash flow to fund massive AI infrastructure and GPU purchases.
- Management teams lack capital discipline, blindly spending billions on the AI arms race without guaranteed future demand.
Post body
Other than the aforementioned companies, it seems like everyone else loves donating their earnings to semis, even at the cost of their FCF. The AI arms race has turned capital discipline into an afterthought, with management teams pouring billions into infrastructure and GPUs while hoping future demand will eventually justify today's spending.
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