A man who knows a lot about how much companies are worth says Nvidia is too expensive. He thinks it costs more than it should. But he also likes two other companies, Apple and Tesla, that are not as expensive right now. These seven companies are very important and successful. Read from source...

1. The title is misleading and sensationalist. It implies that the author is presenting some kind of exclusive or controversial view from the "Dean of Valuation", but in reality, it's just a summary of his recent comments on CNBC. There is no evidence that he is the only or most authoritative source on Nvidia's valuation, nor that his opinion is based on some novel or proprietary methodology.
2. The article uses vague and subjective terms like "insane", "amazing", "stretch", "attractive" to describe the stock prices, without providing any clear or objective criteria for measuring them. This creates a sense of confusion and uncertainty for the readers, who might not be familiar with the concept of valuation or the underlying factors that affect it.
3. The article focuses too much on the past performance and current earnings potential of the stocks, without considering their future growth prospects, risks, opportunities, or challenges. This creates a bias towards short-term gains over long-term value creation, and ignores the possibility that some of the Magnificent Seven might have innovative or disruptive products or services that could change the market dynamics in favor of their shareholders.
4. The article also fails to mention any of the external factors that might influence the stock prices, such as the global economy, regulation, competition, consumer preferences, technological trends, etc. This makes the analysis seem incomplete and superficial, and does not reflect the complexity and dynamicity of the real world.
5. The article ends with a question that implies that investors should buy the stocks even if they are overpriced, because they have no exposure to them yet. This is an emotional appeal that tries to persuade the readers to act impulsively, without considering their own financial goals, risk tolerance, or investment strategy. It also assumes that all of the Magnificent Seven stocks are equally attractive and suitable for every investor, which is not necessarily true.

Bullish on Apple and Tesla, Neutral on Nvidia, Negative on other five stocks in the Magnificent 7.