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John: "It's easy to zoom back to the Mag-7 and [notice that] it's done fantastically well during Cook's tenure. So did he do anything special? Is he in a different category in some way? Maybe not, when you look backwards from the current Mag-7." "But if you go back to 2011 when Tim Cook took the reins and you look at the biggest tech companies then, and how they've performed, Apple does look like outperformance." "Apple was at $377B. The biggest company at the time. And to be clear, Apple, Microsoft, Google, and Amazon were clearly there. FAANG was the term at the time." "But there were a lot of companies that didn't go on as significant runs. You have IBM, Oracle, Intel, Cisco, Qualcomm, and HP. All were in the top 10 — the sort of 'Mag 10' of 2011. And now they are not in the Mag 7."