About More Magnificent

Data Beyond the Seven

More Magnificent is a high-fidelity data visualization platform for the tech investment sector. While "The Magnificent Seven" ($AAPL, $MSFT, $GOOGL, $AMZN, $NVDA, $META, $TSLA) dominate headlines, the full technology stack offers far more investment opportunities.

We visualize the complete supply chain—from EDA software and foundries to cloud infrastructure and AI applications—helping investors understand where real value is created and captured.

Core Philosophy

Our analysis framework is built on three pillars:

• Tail Winds (T-Series): External market regimes and secular trends driving asset performance—from cyclical rotations to automation megatrends.
• Stack Position (S-Series): Where a company sits in the technology supply chain, from physical layer hardware (Fabless, Foundry) to digital layer software (Cloud, SaaS).
• Methodologies (M-Series): Valuation logic suited to each business model—whether it's compounders, cycle plays, or network effects.

The Moat Map

Our Moat Map visualization plots stocks on two dimensions:

• Market Power (Y-Axis): A company's ability to extract value—measured by margins, pricing power, and competitive position.
• Asset Intensity (X-Axis): How capital-heavy the business model is—from asset-light software to capital-intensive fabs.

Bubble size represents market capitalization, while color indicates industry sector. This allows investors to quickly identify high-margin businesses and compare competitive positioning across the tech landscape.

Quality Score

Every stock is assigned a Quality Score (0-100) based on a hybrid model that blends:

• Quantitative metrics (revenue growth, profitability, valuation)
• Strategic positioning and competitive moats
• Cycle timing and macro factors

Scores above 70 indicate high-conviction ideas. Use the score as a starting point, not a final answer.

Cycle Awareness

Tech stocks don't move in unison. Different sectors peak and bottom at different times based on their exposure to inventory cycles, CapEx spending, and macro conditions.

Our Cycle Matrix tracks 6 primary cycles affecting tech stocks, helping investors position ahead of inflection points rather than react to them.