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Getting to Know the “Big Seven U.S. Stocks” — No. 7: Tesla (TSLA)
Tesla (Tesla, stock code: TSLA) is in a crucial “painful transition and the alternation of new momentum” period in 2026. The market’s view of it is no longer limited to just an automaker; it is increasingly regarded as a tech giant focused on AI, autonomous driving, and energy infrastructure. By 2026, Tesla’s development can be summarized in the following core dimensions: 1. Core business: The maturity and challenges of electric vehicles Delivery pressure and market competition: In 2026, global electric-vehicle competition is extremely fierce. Tesla’s deliveries in the first quarter grew, but the growth rate did not meet market expectations. The company is working to maintain its market position through continuous product upgrades (such as hardware improvements to the Model 3 and more advanced battery technology).
Buffett Doubles Down on $3.1 Billion! Unveiling the “Cash Flow” Code Behind This AI Investment
Buffett’s AI play: Why Berkshire is doubling down #Alphabet ? Berkshire Hathaway’s recent stake in Alphabet has surpassed $31 billion. The investment began taking shape in the third quarter of 2025; even after the CEO role was handed over to Greg Abel, the position has continued to expand. Last month, it even injected an additional $10 billion through private placement channels, drawing intense market attention. Speculation abounds over whether this move signals a shift in Warren Buffett’s investment logic, but in a recent interview with CNBC (Squawk Box), Buffett—now having stepped down from his CEO role—revealed the thinking behind the decision himself, refuting the claim that it amounts to “compromising with tech trends.” He emphasized that this is not him changing his principles; rather, the business itself has become more “aligned” with Berkshire’s preferences.
Meet the “U.S. stock Big Seven sisters”—Part 6: Apple (#Apple)
Apple (stock ticker: AAPL) in 2026 demonstrated one of the classic strategies of a “technology giant”: using hardware advantages as the platform, generating deep profits through software and services, and leveraging AI as the driving force behind the next wave of hardware replacements. Apple’s strategic core and key observation points for 2026: 1. Apple Intelligence: From “a feature” to a “hardware upgrade engine” Apple no longer views AI as a single feature; instead, it has integrated AI across its entire product line—iPhone, iPad, Mac, and Vision. Hardware upgrade cycle: Market observations indicate that AI features have successfully boosted iPhone 17 sales momentum. Because powerful on-device models (On-device AI) require more memory (such as 12GB or 16GB RAM) and stronger NPU computing power, this effectively shortens consumers’ device upgrade cycles.
Get to know "America’s seven sisters"—Part 5: Meta (ticker: META)
Meta (stock ticker: META) demonstrated remarkable resilience and strategic transformation in 2026. If Amazon built its empire on cloud computing and e-commerce, Meta sustains its ambition for "super intelligence" by feeding on its "powerful advertising cash cow." Here is Meta’s current business structure and key highlights: 1. Advertising business: reclaiming the position as the global leader 2026 marks an important turning point in the history of digital advertising. According to market forecasts, Meta’s global ad market share first surpassed that of long-time leader Google. A paradigm shift in advertising logic: Meta ads have fully shifted from "manually configured audiences" to "AI-driven automation." Using the Advantage+ suite of tools, the system automatically finds potential audiences based on the content of the ad creative (visuals, tone, and value proposition).
Meet the “Magnificent Seven” in the US Stock Market, Part 4: Amazon
Amazon (AMZN) is one of the US stock market’s “Magnificent Seven,” and is not only a global leader in e-commerce but also a core engine driving the development of modern cloud computing and artificial intelligence. To understand this giant in depth, break down its business structure into three key driving engines: 1. E-commerce and logistics: the cornerstone of the moat Amazon’s e-commerce business has long surpassed mere “online retail.” Logistics efficiency: Through globally distributed distribution centers and automated robotics technology, Amazon has defined standards for “next-day delivery” and “same-day delivery,” creating a very high competitive barrier.
Getting to Know the “Big Seven U.S. Tech Stocks,” Part 3: Alphabet Inc. (ticker: GOOGL / GOOG)
Alphabet Inc. (ticker: GOOGL / GOOG) is the parent company of Google, a global tech giant. Its headquarters are located in Mountain View, California, USA. In the global technology industry, Alphabet holds a dual core position as both an “infrastructure provider” and an “ecosystem ruler.” If we compare the technology industry to a city, Alphabet essentially controls the city’s “roads,” “traffic signals,” and “source of power.” 1. The company’s founding and positioning Reorganization background: in 2015, Google reorganized its corporate structure, creating Alphabet as a holding company and separating the original Google business from other innovation experiments.
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Get to know the “Big Seven” in U.S. stocks, Part 2: Microsoft
Microsoft (stock code: $MSFT) is also a core member of the “Big Seven” of U.S. stocks. If we compare Nvidia to the peddler of shovels that provides “mining tools,” then Microsoft, in this AI gold rush, is the telecommunications giant providing the “power grid and mine-site infrastructure” that supports the operation. Microsoft: an enterprise-grade aircraft carrier in the AI era 1. Core positioning: from “selling software” to “selling compute power and productivity” Microsoft is the “digital gravitational force” of the AI era. It not only provides foundational infrastructure (Azure) but also keeps global enterprises locked into its own ecosystem through AI software (Copilot), creating extremely high switching costs.