Famous Wall Street Tech Analyst Names Meta and Amazon the Best Magnificent 7 Stock Buys Today
Key takeaways
- Every Mag 7 name has trailed SPY this past month, but Mahaney excludes Alphabet (GOOGL) because it lacks the valuation dislocation his DHQ framework requires.
- CapEx peaking and free cash flow turning positive are the catalysts, with Mahaney noting chips lasting longer than expected as an early supportive signal.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn t make the cut.
Famous Wall Street Tech Analyst Names Meta and Amazon the Best Magnificent 7 Stock Buys Today Danielle Liverance Fri, June 19, 2026 at 11:52 PM GMT+7 5 min read META AMZN SPCX NVDA SPY Quick Read Evercore ISI head of Internet research Mark Mahaney calls Meta Platforms (META) and Amazon (AMZN) 3-year trough buys despite META s 33% revenue growth and AWS hitting its fastest growth pace in 15 quarters.
Every Mag 7 name has trailed SPY this past month, but Mahaney excludes Alphabet (GOOGL) because it lacks the valuation dislocation his DHQ framework requires.
CapEx peaking and free cash flow turning positive are the catalysts, with Mahaney noting chips lasting longer than expected as an early supportive signal. Watch for Meta to possibly copy SpaceX s (SPCX) recent move of renting out excess compute capacity. If that happens, shares could re-rate quickly.