Chris Brigati sees promise in Alphabet (GOOGL) and its forward trajectory making the case it has an opportunity to capture market share from Nvidia (NVDA). Ad revenue falling is a point of concern for Chris, though he believes Alphabet's tech ecosystem is so expansive that another key revenue driver will emerge. He turns elsewhere in the Mag 7 to Nvidia itself and steeper downside risks he sees following Jensen Huang's resignation as CEO.