・The Roundhill Magnificent Seven ETF (MAGS), which tracks seven mega-cap stocks, has gained nearly 26% this year. ・Alphabet, Microsoft and Meta are expected to report YoY EPS and revenue growth.

Microsoft's Azure has been the fastest grower of the big three cloud computing companies. Alphabet has a cost advantage with its custom AI chips that should become more evident starting next year.

Alphabet and Microsoft have both outperformed the S&P 500 over 5-year periods, demonstrating strong risk-reward profiles. GOOGL offers a slightly better valuation and higher growth rates, with a lower ...