💥Are Only Three of the Magnificent Seven Tech Stocks Left?! Cramer, a Contrarian Indicator for US Stocks, Says These Three Are the Last Survivors

@jimcramer, the well-known host of the CNBC program, recently pointed out that after the general turbulence of tech giants in the first half of 2025, only @Microsoft, @nvidia, and @Meta have maintained their positions and even reached all-time highs.

He described these three stocks as "M-N-M,"
the "only survivors" among the former market darlings, the "Magnificent Seven,"
that can still maintain strong performance this quarter.

Three tech stocks bucked the trend and hit new highs. Regarding the reasons why some stocks continue to be strong, although these three companies also faced market pressure at the beginning of the year, they were able to make a strong comeback in the face of severe turbulence, each with key driving forces behind them:

MSFT: Cloud rebound boosts stock price. Microsoft's slowing growth in its Azure cloud business at the beginning of the year caused market concerns, but when it announced its financial report in April, Azure's year-on-year increase of 33% exceeded market expectations, injecting strong momentum into the stock price.

NVDA: AI chip position is stable. Although the rise of China's DeepSeek at the beginning of the year, as well as the US policy restricting chip sales to China, once made the market worried about Nvidia's prospects, Nvidia's technological leadership has never wavered, and AI chips are still irreplaceable. Accompanied by large-scale cloud service providers, continued high demand caused the stock price to rebound strongly in May and June.

META: Advertising business rebounds strongly. @jimcramer pointed out that Meta's rebound is more difficult to analyze intuitively. Although it was dragged down by the overall downturn in growth stocks at the beginning of the year, the company's financial performance in April was outstanding, and advertising revenue far exceeded expectations, becoming a catalyst for a strong rebound.

Motion Zone Thoughts: Although I know @jimcramer is a super contrarian indicator for US stocks, he is really good at marketing stocks. The abbreviation "M-N-M" makes even me want to buy US stocks due to FOMO. The real risk of "M-N-M" is that the moat is not continuously widened and growth is not achieved.