I was surprised that such a thread doesn’t exist yet. So I started one.
I summarized the Mag7 results for Q1. It went well for everyone except Tesla. Future outlooks are still pending an update. Nvidia’s figures are from consensus estimates.
The PEG ratio is based on the assumption that earnings growth will continue at the same pace in the rest of the year as in Q1. This will become clearer once the full-year forecasts have been updated. My expectation is that earnings growth will slow down for everyone in the latter half of the year. For now, however, it looks good.
