Reddit Posts
MAG7 Should be more accurately called MAG6 and drop META
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
I feel like it’s very difficult to get a read on the AI trade… (chips, smh, intc, bubble)
MAG7 is outperforming all the hype stocks posted about constantly, why do people not learn, holds true for last 40+ years
We may build too many data centers, from a computer nerd's point of view.
Growing concern of Capital Expenditure and money flows in and out of AI
For semi/storage/MAG7 bulls ONLY - what are your current setups?
It’s kinda crazy that Walmart outperformed most MAG 7 stocks in the past 5 years.
Bought more META a day or 2 before court decision
What stocks don’t correlate with the major tech / top S&P 500 stocks?
MAG 7 pulling back to some solid weekly levels!
MSAI: DD on a potential AI enabled multi-bagger
MAG-7 are trading at the lowest premium vs. S&P 493 in the last 10 years
Why has AMZN been the most underperforming MAG7 stock in past 5 years?
Why Stocks might still going up further even tough the actual situation?
Protecting my cash without making a “USD is Doomed” bet
Before I over do selling the vertical puts and calls…
MineralRite Corporation (RITE) Reports on Key Developments for the 4th Quarter of 2025
GOOGL surpassed AAPL. It shows that Tim Cook is due as CEO at Apple.
Apple obviously fails to secure RAM for the next 2 years
Why AMZN is lagging in comparison to other MAG7...
Hi Reddit Which company of the MAG 7 will retain it's position 5 years from now?
What are the top three must have stocks in your portfolio for the next five years?
Figure Technologies is positioned to pioneer the modernization of traditional finance infrastructure with a bridge to digital assets
Who will win the AI race- only one Hyperscaler or all of them?
How stock market is not just a type of a ponzi scheme?
You NEED to Read This: Analysts Say Europe Is Quietly Beating the U.S. (Ex-MAG7), And There’s Much More Room to Run
How MAG7 CAPEX Will Lift a Constellation of Small Strategic Techs
Everyone says we’re in a bubble, but most of the S&P 500 isn’t that overvalued.
So why people are crying when Nasdaq lost -1% ?
Why the bubble narrative is a generational GOOG buying opportunity
If AI spending dropped, couldn’t earnings be boosted to normalize PEs?
Earnings this week and last week paid off 14 to 30k
Looks like META will pay more in cash taxes going forward- let me know if you disagree.
I have 50k liquid, what am I putting money into if I plan to hold for 1 year?
All the market moving news form premarket summarised in one short 5 minute report. 15/09
Synopsys is the new darling, let’s compare SNPS with…
Respectfully: Why on earth should I invest *long term* (10+ yrs) into a MAG7?
How big of a percent should the Mag 7 have in a portfolio.....
The entire economy is riding on the backs of the MAG7. The S&P500 would actually be down without these 7 companies. What a time to be alive.
The entire economy is riding on the backs of the MAG7. The S&P500 would actually be down without these 7 companies. What a precarious time.
Why the MAG7 and QQQ will guarantee you will never be Elite
Thoughts on why $MSFT has been weak since blowout earnings?
NVO priced like shit with MAG7 growth rates and defensive core business
Your source for MAG 7 Analyst Ratings
Holding LEAP Calls during Correction/Crash
Which stocks (list inside) will you buy (and why) if the market dips significantly?
Is this bad only being up 20% all time?
What are some Stocks your looking to hold till 2030+?
META is the overlooked growth play within the MAG7
META is the overlooked growth play within the MAG7
MAG7 YTD performance - how are you repositioning?
Mentions
Some people don't see how the MAG7 are getting bent over right now and doing equity raises left and right, LOL
After 3 dilutions per year by every MAG7 company. No one will be buying that garbage and no money will be left for the AI circlejerk
MAG 7 are spending the money, MU, NVDA and MRVL are receiving the money.
MSFT down 10% last week. Can we please remove this company from the MAG7.
Lmao Apple winning the MAG7 AI race and surpassing Google now via…not participating or spending money on AI. Theyre coming for you Nvidia! Something isnt adding up here.
I want everyone to remember when you see people complaining and bitching about a MAG7 not moving for a while and shitting the bed. Give it a week or 2 and it’ll be pumping
MSFT will exit the MAG7 next year and will become META
Easiest buy in the market right now. People gonna be kicking themselves in a few years. "It was the only MAG7 still lagging - why didn't I buy when I had the chance??" 2 sold puts assigned on Friday. Up to 300 shares now.
I would argue the best thing to do is nothing. If OP is okay with MAG7 but not SPCX, TSLA, or any of the AI model companies, then that's basically what VOO is except TSLA. Open AI, Antropic, and SPCX are not in VOO. If they really want they can buy a little TSLS to offset the couple percent that makes up TSLA. But the reality is that OPs entire premise is just horribly misinformed and illogical. 1. Most of the companies they listed are not in VOO. 2. Many of the companies OP is apparently okay with are the counter parties to the companies they are worried about. If open AI and Antropic fail, the Mag7 are going to get absolutely wrecked. Google and Meta both just announced equity issuance to fund yet MORE AI capex. So now it's not just cash flow, but debt and stock dilution by them. It's fine to want to take "AI risk" off the table, but the way OP is asking to do it is not well thought out and frankly, it's quite clear they have no idea what they are doing. They should continue to do what they've been doing the entire time. Buy VOO and do nothing lol
You can exclude MAG7 easily but you can't have your cake and eat it too. If you believe that those companies will fail then just hold on to VOO until they fail and they will leave the portfolio, being replaced by stronger companies. If you object to them on a personal basis then tough luck. Find a safe, conservative ESG etf and be a social justice warrior living in poverty and blaming it on the man keeping you down.
I won't comment on your choices but it will be hard to rebalance 36 equities, even yearly. They move fast in a bull market. I would try to get it down to ten to fifteen ETFs which your stocks plus a few that you hadn't considered. That will take some work, and you need to find a website that will allow you to look up one of your favored stocks and see what ETFs hold it. ETFCHANNEL will let you do that but will also try to spam you. I agree that VOO has become unbalanced but you have to hold those big stocks in some way in order to get the big gains the market offers. There are funds that hold only the MAG7, the top 25, top 50 or top 100. I use XLG. You can allocate those ETFs at a smaller percentage than other portions of your portfolios so that if the tech boom crashes, you aren't hit as badly.
Its a massive difference. Samsung and Hynix are way more dominant than MAG7
Time to buy more MAG7. Dassit.
I didn't quite realize how circular all this AI spending was until Google’s last earnings…they crushed expectations, but that was due to unrealized gain from their stake in SpaceX and Anthropic. Outside of those paper gains, they just met expectations (in terms of strictly business operation income). And now we have Google paying SpaceX for compute…so theyre spending more, but will directly pump their own investment in the process for more unrealized gain than theyre putting in, while the actual service (of compute for LLM use) is providing negative ROI. So many MAG7 have direct investments in SpaceX, OpenAI or Anthropic, and all of the booming data center stocks of the last year are entirely reliant on the former’s CapEx spending…and all 3 of these IPOs are not just unprofitable but burning through money for core business operation. Im not saying it will go tits up, but if these IPOs start running into trouble once they go public…the chain reaction is gonna be intense lol
There was always the opinion that because the MAG7 are so cash rich, they will always resort to buy backs to prop up their prices. But that flies in the face of this AI spending. Either they reduce AI capex which would result in an AI bust or They dilute to raise capital. Either way the AI rally goes down. What circumstances can lead to the rally to continue anymore?
Do you think MAG7 will aggressively do buybacks to prop up their price? How does that rationalise with their sudden need to raise capital through equity?
We’ve been told that hyperscalers were massively profitable so they could afford these investments. Now you have two of the MAG7 diluting to pay for it. This is pretty worrying ngl
yes meta is part of the MAG7
Why the fuck did the MAG7 dive off a cliff suddenly
MAG 7 is the haven bid, MU still overbought
very unusual day to have MAG 7 surging and QQQ red
Fucking God damnit. MU and possibly Intel are the only semis that could rally tomorrow. NFP data is likely already priced in. ARM, MRVL, AMD, NVDA are all getting their salads tossed into the fucking SpaceX IPO tomorrow. MAG7 is also about to get drained next week. NFP data for tomorrow doesn't even matter. Unless it shows a really hot or really cold market. But it's gonna show whatever Warsh and DJT want it to show so the market can continue normally.
#SpaceX will be added to SPY, Nasdaq, Dow and MAG7 indices at the launch LMAO🤌
Memory on standby. MAG 7 is now the play.
Potentially new MAG7 with a forward PE ratio of 9.4 and you guys want to talk about cyclical ...
back to the MAG7 dominion … Who would’ve thought profitable companies with reasonable P/E aka Meta would bounce
Its so bearish in here. The MAG7 is going to absolutely rip till EOY who cares about a semi dip
And yet despite you understanding markets so well, every MAG7 company will eventually hit $10T in market cap…
If SpaceX raises only 75B, why you say that investors need to sell smth else (like MAG7). 75B is peanuts, sometimes in one day random MAG 7 can lose 100B in CAPEX? E.g. Google is 4T Capex, so 75B is what? Like 2% drop? That's it, 2% drop in Google covers whole SpaceX shares that will be sold in public market?
What are your thoughts on this: Google balance sheet shows its profits from core business is same as from the appreciation in investment on Anthropic. If there is a slight issue with Anthropic google will have huge decline in profit at least in short term. It is same story with other FAANG MAG7 etc. Their huge huge paper profit is tied with just 2 names OpenAI and Anthropic. So you are indirectly betting on Anthropic as it will decide short term Google price. As the question is 10 years, my guess is it might be slightly up compared to current price in 10 years.
**Microsoft, the biggest NVIDIA customer, lost the AI race** Nobody’s buying into Microsoft’s AI strategy, because it’s 100% NVIDIA based. Google and Anthropic won the AI race. SpaceX and Anthropic will replace Microsoft and Meta in MAG7.
Are Hyperscalers (MAG 7) making room for SpaceX? I explain drop like that, what do you think?
By that logic, don't invest at all in the MAG 7. Keep looking for the next penny stock that'll turn into the next Google or Microsoft. Good luck.
MAG7 will recover I can't say the same for the rest
i fully believe a capex reduction announcement of MAG7 will result in a flat day but a -10% day for semis & infrastructure
Remember when the MAG7 were a thing?
Jfc delist all of the MAG7
Apple slowly but steadily winning the MAG7 AI race via not doing AI Wait WTF
GOOGL has strong assets, but calling it the only MAG7 worth owning feels like a stretch. A lot has to go right for a $10T outcome, and markets rarely reward certainty for long.
Def not about screwing them over. You never screw over a potential customer (TPU and xAI) There is limited liquidity and propensity for the market to absorb these mega fundraises. Google was smart to jump ahead and raise first. I wouldn’t be surprised if others MAG7 follow suit.
The whole market is just AI now. Economy doesnt matter, inflation doesnt matter, Jobs dont matter, nothing matters. Only AI. SPACEX will join the bubble and add another 6T, boosting the whole AI bubble - nvidia to 9T. Micron 2T, Marvell 2T, Dell 2T, MAG7 up 50% Then comes openAI and adds another 8T to the market and pumps All the other AI stocks as well. Then comes Anthropic and adds another 9T to the market, pumping All the other AI stocks as well. End result - SPY to 11,000 All on AI hype train, while whole global economy is shit and nothing else matters anymore just AI chips and rockets.
#The only MAG7 stock that's performing well is Apple and it's the most expensive of them all LMAO🤌
Every MAG 7 stock has had a period of time where it just trades sideways for a while. It is what it is.
Pets.com had about a 500 million dollar valuation back then in today’s money. The MAG 7 has 500 billion in reserves. Go Knicks.
#New MAG7 announced: MU, Sandisk, AMD, Marvell, HPE, HPQ, Cisco LMAO🤌
#MAG7 should be renamed to SHIT7 LMAO🤌
Not sure how semis can moon but the capex from big tech helping them moon can lag so much. Either the AI has a huge ROI and big tech moons again along with semis, or it doesn’t, and they stop spending, and semis crash hard, and then the capex decrease helps big tech moons again. Soooooo all in MAG7?
> Since Google is one of the MAG7 and not some hidden unknown gem, and since it's not currently the target of some impactful positive or negative publicity, it is very likely priced at the value the market (us) think it's worth. See - you did have something meaningful to say.
MSFT might genuinely be the worst MAG7 stock ever.
Well I would say dumb questions ask for dumb answers. Why dumb questions? Because OP is asking to us (market) if Google is undervalued. Since Google is one of the MAG7 and not some hidden unknown gem, it is very likely priced at the value the market (us) think it's worth.
AMZN shouldn't even be in the MAG7 at this point.
MAG7 ... minus 1,2,3,4,5 ... and minus Google ... AMZN calls it is then!
100% this. Getting in early on an IPO today is not so great since it goes up on initial demand/hype but then tends to settle as the reality of the 1st quarter numbers are reported to wall street. Then later tends to drop a lot in value after insiders begin to dump their pre-IPO shares after a lock up period passes (often 90-180 days). The multiple rounds of VC for a prolonged pre-IPO time has already extracted a great amount of the value in the company then the IPO finds public investors to pay out the later/last rounds of VCs that got in on the last rounds of funding. Mag7 are going to be lower risk and more solid companies, better weather any storm as compared to a recently IPO'ed company. When index funds need to dumping MAG7 to buy into Space X, Anthropic, ChatGPT, and whoever is next presents a decent opportunity to buy into Mag 7 with the additional supply of Mag7 companies for anyone interested.
Stop the line at the deepest trough. That's the real-world path for meme stocks. The upward line is for MAG7 and index funds.
Inverse Reddit investing*. I remember when Reddit was telling us not to buy MAG7 during 2022 bear market. What a great place for investing advice lol 😂
Its been wild..Im selling some and putting into MAG 7
what is your interpretation of "safest" - if that means "growing fastest" just invest in. QQQ or MAG7 companies directly. If what you want is more defensive strength and more resistance against drawdown, you want to focus on companies with "fortress balance sheets" and low debt-to-asset and debt-to-revenue ratios. For that type of profile you'd want to look at companies like CAT (Caterpillar) and TT (Trane Technologies). If you're interested in "defensive" as a expression of deep value stocks Id focus on a fund like WAGN.
All the stocks that have been going up in the last 15 years were mainly tech, which young people favored. Millennials who bought tech definitely minted millions. All the high flyers in the last 15 years were fan favorites for that generation, tons of people are now bragging on reddit breaking millionaire status in their 20-30s, some even multi-millions. There were a LOT of people who suddenly made millions, all the brokerage data supports it. Just being in any of the high flyers such as MAG 7 or any semis got you there. Its not surprising there are a record number of posts from random accounts bragging and showing off their portfolios considered we just had an insane run. There were tons of people in WSB making millions from tesla / nvda / mu / sndk / amd the last few years.
So Google selling equity to raise funds to invest in AI could be an indicator that the rest of MAG7 / big tech might do the same. So just sell everything else and full port into Semiconductors?
Unwinding MAG7 Holdings Also trying new strategy of trading SPY/QQQ options within ~30mins riding 5m candlestick momentum.
Microsoft pumpin while Google dumping, what a nice time to be alive :) I knew not touching a MAG7 stock at ATH where other solid was on a discount is a good choice because they always catch up after each other because the funds weight out the mega caps evenly.
People are selling MAG7 to chase memes you know what this means >!i‘m doing that too!<
NVDA showing the rest of MAG7 who is king
It’ll just become the MAG 37 with all 37 of the 5 trillion dollar companies included
Intra day vol on MAG7 is insane... fucking momentum funds!
It's funny, the market is reaching new highs, yet most of the MAG7 are lagging hard. AAPL is the only one that's actually there lol
Sitting on cash is literally getting cucked by the Fed and the government. The guy enjoying the fight while smoking weed is VOO/QQQ/IWM/VT & MAG8.
I‘m a big fan of Meta. Even IF there would be an „AI bubble“ which I don’t believe the Meta stock would be the least influenced of the MAG7. And they are highly profitable in an industry with high barriers to entry
fuck MAG7, the spice must flow $SPCE all the way.
More like the company is already worth so much and it's difficult to push it up even if all the other MAG7 sell off to provide liquidity.
It’s the last hyper growth opportunity in the software space until we see some amazing technology breakthroughs. Without the promise of AI what have any of these MAG7 companies actually achieved beyond their current offerings? I honestly can’t think of a single piece of software that I interact with that is actually noticeably better due to AI.
Depends on your risk tolerance. These aren’t guaranteed to keep going up like they have been. However, no one obviously knows when the money will stop. I think we still have this year for gains and a part of next year before it really starts slowing down and dipping a decent bit. If you feel uncomfortable, you could sell all the high volatility positions and chuck those realised gains into an index tracker. I plan to hold MAG7 long term but the rest of them, I will sell and chuck in an index fund at some point.
Good ol’ MAG 7 barely moves at night. Glad to be out of the KOSPI tag team game
VIX is totally dumpstered despite high volatility at the individual stock level. This is because MAG7 actually don't benefit as much from AI boom, they're the ones spending so expectations for price changes are low. But think again if you're betting on higher volatility using the ETFs like UVIX. VIX contango is one of the highest it's ever been at 13% per month. This means UVIX holders are literally losing 25% per month, good luck with that.
MAG 7 has created a monster with their undisciplined spending and its eating them up
I'm better advising others than myself, generally I say to buy only S&P and a bit of each MAG7, told few months ago a friend to wait till Bitcoin hits sub $40k before buying.
The tech stocks you own aren’t very high beta so tbh I don’t really think moving on from them matters much other than maybe NVDA if you’re worried about the AI buildout crashing. META/AMZN/GOOG Capex is what’s holding up the market, but also holding their own stocks down. If MAG stocks lower capex the AI market would tank but I wouldn’t be surprised if the MAG stocks rocketed after the initial dip. Remember when META tanked due to metaverse capex? What happened as soon as they cut their capex? 🚀🚀 A huge part of SPY is AI buildout stocks and those are going to tank much more than your MAG stocks when capex cuts start, so I wouldn’t be surprised if SPY has almost just as much downside. I’m sure I’ll get downvoted to hell but with 20% of your portfolio in those stocks I don’t think it’s much of an issue. If you’re really worried I would sell the NVDA and half of the others.
#New MAG7 = AMD x 7 LMAO🤌
There will be a great reset in the MAG7 soon
The new MAG7 are AMD, SNDK and MU LMAO🤌
when is Space X IPO? and can we expect a selloff on NVDA and other MAG 7 names when that IPO happens as the $2 trillion will need to come from somewhere?
wait till Space X, Anthropic, and OpenAI IPO's. The combined valuation of those 3 is estimated to be about $ 4 trillion. We will see heavy selloffs on NVDA and other MAG 7 when those IPO's happen.
Identify good long term positions and refocus. Stop chasing quick hits. 2022 was a tough year for example. Early 2022 I rolled over several 401K accounts into a traditional IRA. I was killing it in 2021 so I had this. By summer I had an unrealized loss of hundreds of thousands of dollars. About 1/3 of the IRA. So I took a step back and by the end of 2022 I sold everything and bought into MAG 7 and TQQQ. Started slow then started ramping up. By fall of 2023 I made up the loss. Then I traded around dips to bolster my positions and added more retirement dollars. Today I have tripled my original investment. When a strategy works you forget about opportunities missed. Cannot fix the past but can plan for the future.
Just shut up and buy MSFU calls. Literally the only guaranteed play for MAG 7 now.
Bro sounds like me after buying MAG7 instead of SNDK and MU 🥲
**Anthropic and SpaceX will replace Microsoft and Meta in MAG7** AI and Space is the future of technology.
At 17 you are well on your way. Enter into all sectors. Telecom, EV, Rare Earth, MAG7, AI and most importantly International Markets... the more dividend EFT you can gather young the better.
It's quite obvious that MSFT and META are going to kicked out of the MAG7 when the chip bros hit 2T
Yeah pretty much this. Spy and QQQ are heavily weighted to semis action and MAG7. Semis are lifting the indexes this year.
ARM, MU, AMD, SNDK, MRVL, LRXC, INTC = The new MAG7
It’s called the GOLD 3, made up of sndk, mu and rklb. MAG7 is for boomers.
Freaking insane... MAG 7 is dead and MU and SNDK are the entire market
MAG 7 gonna get their life force sucked out of them and go straight to semis and space stocks lmfao
Anyone who closed their MAG 7 like non performing stocks and put it in something like PWB - I’d say it’s reasonable middle ground decision, let alone a great idea. Any individual stocks worth it seems to be Semi Conductors, Energy/AI Infrastructure, and Memory. Screw META do whatever you want.
Any local support groups for MAG 7 investors?
Zuckerberg has no strategy but to waste their FCF to the next FAD. AI is an expensive technology with no ROI for most businesses as Uber COO pointed out today. MAG7 NEED TO CUT CAPEX NOW and put these parasitic memory companies in their place that steal their FCF. Fuck ZUCK
Breaking News: MU has replaced MSFT in the MAG 7