Buffett's "margin of safety" doesn't apply to the Mag 7: Strategist

Market Analysis - The Magnificent 7 stocks lack a margin of safety [1] - The Magnificent 7 are trading at 30 times earnings [1] - Earnings growth for the Magnificent 7 has fallen from 32% to 14% year-over-year [1] Company Performance - Netflix and Tesla are experiencing margin compression [1] AI Investment - Netflix and Tesla are not the biggest spenders in AI [1] - The biggest vendors in AI are yet to be seen [1]