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

Warren Buffett once said, "The three most important words in investing are margin of safety." And with the Magnificent 7, there is no margin of safety. They're trading at 30 times earnings despite earnings growth falling in half year from 32% down to 14%. So, so far the themes with Netflix and Tesla have been what have been margin compression.And they're not even the biggest spenders in AI. We're going to see the biggest vendors in AI next. ...