The seven tech giants are diverging at high levels. Who is your "Golden Anchor," and who is the "Emotional Bubble"?

First, let's clarify the viewpoints. Personally, I think Google and NVIDIA are the "Golden Anchors," while Tesla is more like the one carrying the most emotional premium — not as a negative, but because market pricing for it includes a much higher level of imagination compared to the others.
Let's start with why Google is considered the Golden Anchor. It increased by 65.33% throughout 2025, which can't be driven solely by hype. In Q3, its quarterly revenue broke 100 billion, and search advertising still grew by 15%, achieved after the rollout of AI overview and AI models — earlier concerns that AI would steal ad revenue were proven wrong, as Google’s data shows AI actually expanded the search market share. Cloud business growth was 34%, with backlogged orders of 155 billion, and Citibank’s target price has 16% upside. A company with annual revenue already exceeding 400 billion can sustain such growth, not through emotion, but by three engines working simultaneously: search ads, YouTube short video ads, and cloud services. That’s what a Golden Anchor looks like — rapid growth with a solid foundation.
Now, look at NVIDIA. In fiscal year 2025, its data center business contributed 193.48 billion dollars in revenue, up 68% year-over-year, with a gross margin of 73%. Blackwell alone contributed 11 billion in revenue in Q4, officially the fastest product growth in the company's history. Citibank predicts full-year revenue for 2025 to reach 180 billion. This company is no longer just selling chips; it’s providing a comprehensive...