Taking all factors into account, please rank your favorite MAG 7 in order of preference from 1 to 7.

Two opposing views below,

Law of large numbers argument:

“Google is already enormous, so it becomes harder to grow rapidly.”

Pareto/power-law argument:

“If AI dramatically expands the economic pie, the strongest platforms can become disproportionately larger because advantages compound. In accordance with the Pareto principle, major technological shifts can produce highly unequal outcomes, with a small number of leading companies capturing a disproportionate share of the value created.”

So Google being huge today does not automatically prevent it from becoming several times larger. What matters is whether the markets Google serves become much bigger and whether Google captures a large percentage of that expansion.

Imagine AI creates $20–30 trillion of additional economic value over the next decade. That value probably won't be divided evenly among thousands of companies. A handful of platforms might capture a huge share. And there's another part of Pareto that matters: being big can actually make you more likely to get bigger in technological platform shifts.

Let me know whether you believe in the law of large numbers argument or the Pareto law argument regarding the ongoing AI technological change. Please predict which companies will be the winners under the Pareto argument.

Law of large numbers argument:

“Google is already enormous, so it becomes harder to grow rapidly.”

Pareto/power-law argument:

“If AI dramatically expands the economic pie, the strongest platforms can become disproportionately larger because advantages compound. In accordance with the Pareto principle, major technological shifts can produce highly unequal outcomes, with a small number of leading companies capturing a disproportionate share of the value created.”

So Google being huge today does not automatically prevent it from becoming several times larger. What matters is whether the markets Google serves become much bigger and whether Google captures a large percentage of that expansion.

Imagine AI creates $20–30 trillion of additional economic value over the next decade. That value probably won't be divided evenly among thousands of companies. A handful of platforms might capture a huge share. And there's another part of Pareto that matters: being big can actually make you more likely to get bigger in technological platform shifts.

Let me know whether you believe in the law of large numbers argument or the Pareto law argument regarding the ongoing AI technological change. Predict which companies will be the winners under the Pareto argument.

Last 10 years:

Alphabet returned 8.9x

QQQ returned 6.6x

Given Alphabet's market cap, its upside may be relatively limited from here, whereas the law of large numbers doesn't apply to QQQ.

Therefore, would it be prudent to invest in Alphabet rather than QQQ, given that their x return over the next 10 years might be similar, and QQQ carries far less risk?

Some investors argue that Nvidia is beginning to look like a value stock at its current valuation, an unusual claim given its enormous market cap and extraordinary growth to date.

Do you think Nvidia genuinely represents great value at its current price, or has the market already priced in too much of its future growth?

What do you think of Meta's current trial, and how do you think it will impact their stock price?

It's kind of accepted now that AI will be commoditised, basically the same, particularly LLM's.

Google clearly has an existing ecosystem and distribution moat listed below, whereby Gemini is already seamlessly integrated,

Search, Chrome, Android, Gmail, Calendar, Drive, Docs, Sheets, Slides, Meet, Chat, Vids, Keep, Tasks, Maps, YouTube, Google Photos, Google Messages, Google Shopping, Google Flights, Google Hotels, NotebookLM, Google TV, Google Home, Nest, Android Auto, Cars with Google built-in, Android XR, Workspace, Google Cloud

On that note, is Gemini destined to win? Assuming AI is commoditised, I don't see what angle the others can come at that would defeat Google.

Let me know your thoughts.

It's kind of accepted now that AI will be commoditised, basically the same, particularly LLM's.

Google clearly has an existing ecosystem and distribution moat listed below, whereby Gemini is already seamlessly integrated,

Search, Chrome, Android, Gmail, Calendar, Drive, Docs, Sheets, Slides, Meet, Chat, Vids, Keep, Tasks, Maps, YouTube, Google Photos, Google Messages, Google Shopping, Google Flights, Google Hotels, NotebookLM, Google TV, Google Home, Nest, Android Auto, Cars with Google built-in, Android XR, Workspace, Google Cloud

On that note, is Gemini destined to win? Assuming AI is commoditised, I don't see what angle the others can come at that would defeat Google.

Let me know your thoughts.

It's kind of accepted now that AI will be commoditised, basically the same, particularly LLM's.

Google clearly has an existing ecosystem and distribution moat listed below, whereby Gemini is already seamlessly integrated,

Search, Chrome, Android, Gmail, Calendar, Drive, Docs, Sheets, Slides, Meet, Chat, Vids, Keep, Tasks, Maps, YouTube, Google Photos, Google Messages, Google Shopping, Google Flights, Google Hotels, NotebookLM, Google TV, Google Home, Nest, Android Auto, Cars with Google built-in, Android XR, Workspace, Google Cloud

On that note, is Gemini destined to win? Assuming AI is commoditised, I don't see what angle the others can come at that would defeat Google.

Let me know your thoughts.

It's kind of accepted now that AI will be commoditised, basically the same, particularly LLM's.

Google clearly has an existing ecosystem and distribution moat listed below, whereby Gemini is already seamlessly integrated,

Search, Chrome, Android, Gmail, Calendar, Drive, Docs, Sheets, Slides, Meet, Chat, Vids, Keep, Tasks, Maps, YouTube, Google Photos, Google Messages, Google Shopping, Google Flights, Google Hotels, NotebookLM, Google TV, Google Home, Nest, Android Auto, Cars with Google built-in, Android XR, Workspace, Google Cloud

On that note, is Gemini destined to win? Assuming AI is commoditised, I don't see what angle the others can come at that would defeat Google.

Let me know your thoughts.

My wife requested an open marriage; I'm 31, and she's 26. She said it was that or a divorce. I was so desperate to keep things together that I agreed. She's a nurse, and every Friday and Saturday night, she goes out with her nurse friends, often coming home at 4 am, sometimes 7 am.

She never discusses anything that happens, but I'm literally lying in our bed at night, wide awake while my wife is having sex with someone else. I know she might just be having fun with her friends, but do you think there's a chance that she's having sex?

I don't want to get divorced. Everything else is perfect, and I don't want people to see that I've got divorced.

What do I do?

If you had to go all in on one, would you go with a 10-year hold?

Someone said, "Buying Google now is like buying apple a year after the iPhone was released"

I find this an interesting comment; what do you think?

What do you guys think of Reddit stock as an investment? It's my first time really using Reddit, and I find it somewhat addictive in a positive sense. It's not like other social media, where people often present a fake image. At least on Reddit, we can extract value from subjects that matter to us.

So, why only a 36 billion market cap? Seems like it could 10x from here. There's no real competitor, so there must be a moat. What do you all think? Am I missing something?

You have to put your entire net worth into one and hold it for 10 years. Which would it be?

You have to put your entire portfolio into one of the above and hold it for 10 years. Which would you choose, and why? Please take everything into account and rank them 1-5 in order of your preference. Thank you

You have to put your entire net worth into one and hold it for 10 years. Which would it be?

You have to put your entire net worth into one and hold it for 10 years. Which would it be?

You have to put your entire net worth into one and hold it for 10 years. Which would it be?

If you had to pick one company with very little downside but decent upside over the next 10 years, what would it be? Possibly rank your top 5 or even your top 10; any thoughts or comments are appreciated.

(Basically, the worst-case scenario is that it doesn't move much, but if things go well, it could 4x or 5x over the next 10 years) ,