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Is China set for "finally" bottom and an epic rally?
VICTORY COMPLETES MAG SURVEY OF ITS TAHLO LAKE PROPERTY IN THE BABINE COPPER-GOLD PORYPHYRY DISTRICT!
DWAC called it , tanking , you lose again MAG A MAGA MA GA
NKE gains on gains. Decided to buy myself some Nike MAG Back to the Future kicks off the earnings rip.
$GRLVF Group Eleven Resources 🔥
$GRLVF Group Eleven Resources🏔
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Its literally crazy bullish right now I dont understand how people can Panic, I forgot to mention that Trumps FED pick is going to get on the seat soon, in like 1 month if there are no delays. POTUS and Scott Bessent are calling for 1% interest rates for years, and might get it with a favorable Fed. (this will be bonkers for the market) We had a Banger earnings season and Future AI CAPEX Spending allocation from the MAG7 . I am not blind to the bearish thesis, but like upside potential is just too much.
Retail $$ doom and gloom but smart $$ buying MAG 7 ahead of earnings
I just bought a chunk. My dumbass sold nbis at 117 and bought this so you can tell im not a good investor lol. But I do believe any MAG with low p/e ratio will always do good. I dont believe in openAI but the finance world wont let it fail until they IPO. Just buy and forget about for a year would help me less stress I guess
Dude fuck goddamn MSFT. I've been so fucking pissed this week, watching MSFT just shit the bed day after day. I bought after the truce pop, as it had declined a bit for the day. And I was down like 4k by the next day. Now I'm down about 2k on this stupid fucking shit. How the fuck does a goddamn MAG7 stock that prints Azure money, go red this many fucking days in a row. I swear, MSFT has never strung together more than 2 green days, and those days were like .5%. Fucking SHIT DUDE.
Dude I don't know whether to laugh or fucking cry at this MSFT bullshit. Other MAG7 stocks have RIPPED this week. And every. single. goddamn. day. MSFT has gone red. Sometimes deep red, sometimes kind of red. But red every fucking day. How in the fuck is this stupid MAG7 stock down 23% YTD, when the likes of GOOGL and AMZN are literally green for the year. What the fuck. And why am I balls fucking deep in this stupid POS stock. I tried to buy the dip and the fucking dip kept on fucking dipping.
"Buy MAG7 when they're undervalued" Thanks, Pelosi
replace Microsoft with Intel in the MAG 7
I think your entry points are fine, but the exits could definitely be better. I wouldn't have sold Google at $200, simply because a) it would've been a short term capital gain b) what would I buy if I sold it? I still believed at that time that Google had room to run due to its low PE ratio compared to rest of the MAG7.
BULZ is really the greatest 3X leveraged ETF for tech. Can compress the MAG7 and what not into one ETF that's 3X leveraged and its still down quite a bit.
Bers are FUKT. All the MAG7 companies are going to manipulate cash flow to make Q1 earnings seem better than they are
MAG7 will spend 100 trillion on developing LLMs when I can get the same result by hiring 10000 Chinese kids (who will be paid in 0DTEs) and wiring them together in a discord server
MAG7 Earning is almost here. We may keep pumping with little volume until Earning. Well...at least as long Peace-Talk is going well lol
Dude literally fuck MSFT. Stupid ass fucking stock can't go up to save its fucking life. Why the fuck is the entirety of the MAG7 gang up BIG yesterday and today. And fucking MSFT was down like 1.5% at the low today. Literally what the fuck. META has been hammered with big ticket lawsuits, and it recovered from 520 to 620 in a week. MSFT literally bleeds day after fucking day, and it's at it's april 2025 "Liberation day" lows. Actually what the fuck dude.
99% of time i only play MAG 7 or SPY / QQQ. decided to buy palantir today. well good one me
Tesla is the worst performing MAG 7 the last 5 years.
MU is bout to replace Microsoft in the MAG7 If this keeps up LOL
On one hand this Iran BS is not resolved, on the other, MAG7 earnings are coming up and they'll probably be very good, at least remind people these companies are still printing money, like NVDA, which had hundreds of billions in orders. Took the opportunity yesterday to derisk a bit but I wonder how risk on I should be with earnings at the end of April (and NVDA later in May)...
I think the big difference is the power the companies have compared to then. Ofc oil companies then had a lot of power, but compared to MAG7 and other companies, that was nothing. They control everything. Nothing works without them, especially US Tech companies. I they wanted to, they would throw the Orange out, but they will profit from those actions in ways we can’t imagine. You can say that with petro dollar and so on, and partners… But nothing significant happened so far, because they can’t. Maybe it’s the last few years before a slow decline, maybe not, we simply don’t know.It’s unknown. You can share my opinions not. Either way, if it feels unsafe to you, but your money in a saving account or something, if not leave it in the market.
They trade at one of the lowest P/E's in the MAG7 and compared to TSLA which I think is insanely overvalued, I think MSFT has a stronger subscription model. Companies can't "not upgrade" to new versions - and the gaming subscriptons c'mon.
I'm right there with you big dog. I can't fucking believe this stupid POS stock ended the day red when SPY ripped 2.3%, the likes of GOOGL and META ripped 4-8%. And you're telling me MSFT is red today? And down 22% YTD? When almost every other MAG7 company finally is green for the year? How is MSFT such a piece of shit.
starting to realise each of the MAG7 has its time in the sun and its time getting f\*kcked. Last year it was GOOG getting f\*cked, few years ago META. MSFT is a great company and so well placed to make mint from AI across all its products. Just will take some time for the market to pull its head out of its ass.
Probably true, also if your not posting about the same 3 ETFs or MAG7 stock it also gets deleted.
It would be the same, if not worse. Notice how the MAG7 and similar companies are the main ones in the red? They speculated way too aggressively on AI. The "ai" industry (in quotes because that's not even what it actually is) was a massive farce from day one. The chickens are coming home to roost and it's as ugly as some of us predicted. MSFT was spending half its money on NVIDIA chips, for example. Others were making insane deals with one another on pure speculation. Luckily for them, they can just fire thousands of people "because ai", then quietly file for h1b visas. They conveniently have world events as well to hide their lies. It's deception and grift all the way down, and now they are hand waving it all away.
Pakistan tweet > MAG7 earnings beats
A Pakistan request moves the market more than the MAG7 now lmao
Speaking of boomer stocks, I rarely mention AT&T is about ready to break out. The stock has done a 2x since I bought during the cancer underground cable scare and has outperformed most MAG 7 stocks since late 2023. Verizon is also doing well. Someone finally figured out all those iPhones & AI gadgets are useless w/o wireless internet service and most peeps will pay their cell phone bill over car payment if things get real bad.
1st week of Feb - The market liquidated Gold 1st week of March - The market liquidated World ex US stocks 1st week of April - The market is liquidating MAG 7 stocks It makes sense. They sold their winners 1st. Now they have no choice and are selling what they have left.
funny how this market didnt move for 6months and then lost 10% in 1 month, most stocks being down -20% or even most of MAG7 are down big from oct, but now when the MOST obvious no deal/escalation is coming up, the market refuses to go down? market truely regarded
XMAG - it’s the S&P500 but doesn’t have the MAG7
There will be a MAG 7 selloff to fund purchase of the IPO. Investors should decide which they believe in more.
Maybe XMAG? I think it strips out the MAG 7 companies. May be others.
Nothing super easy because everyone’s definition of hype is different. Direct indexing, some that exclude MAG7, etc. But indexes like NASDAQ are very bad because they are going to include SpaceX at ‘inflated rates’
Wait, if you're not panicking selling about Iran right now why are you even in the markets? Don't you understand a 20 mile waterway halfway around the word is going to topple the MAG7? Ha.
This. Not sure how this is bearish for MAG7 but good for hardware? If anything MAG7 would benefit from slowing CapEx spending, and overpriced optical connect companies like LITE would plummet.
Yeah this “AI revolution” is clearly going to crash and burn before it even begins. It’s like hedge funds and money managers were stupendously ~desperate~ to find higher returns now that the MAG7 have peaked and every other sector is boring. So, blinded by greed and the last 2 decades of easy money, they just naiively dove head-first and without hesitation into the “anything AI related” cesspool, throwing TRILLIONS of dollars at it and just ~praying~ it sticks - mind you, without ANY clear ROI or profitability structures, and without any plan or forethought of how physically IMPOSSIBLE it will be to support these data centers.
You’re 70% large cap and have a lot of repeat stocks within a couple of your investments. For instance, the MAG 7 minus Tesla represent around 25% of your entire portfolio. This portfolio is not as diversified as you think it is. The 2055 fund your adviser recommend gets you at least some bond exposure and more international exposure. Plus you won’t be as mega cap tilted.
No it’s not a boomer fantasy, AI is here to stay. We’re building up to a 1999 dot com crash, maybe far less violent, maybe far more - but for AI. The companies that incorporate AI profitably with good business models will go on to become the next MAG7s of the SP500. The rest into -99% obscurity and will be delisted.
If you're aiming for a downward push then I'd say from now to before mid-terms? Post mid-term market upside rate is pretty high. Also I think OpenAi/SpaceX/Anthropic IPOs this year will suck liquidity (assuming we have any left after energy spikes and private credit). It could potentially add to downside pressure on existing MAG8 since GOOG owns a portion of spacex, AMZN/MSFT are heavily invested in OpenAI, etc
Hey at least we can agree that there is some BS. I also came to the conclusion that BOTH: 1. AI/Mag8 being fake hype and an AI bubble 2. AI/Mag8 actually disrupting SaaS with AI Can't both be true. Or at least not true to the extent that the market is pricing. Congrats on reaching 1st order of effect thinking. That makes you smarter than the average WSB regard. Sadly 1st order isn't worth much when there is 2nd/3rd/4th/5th/Nth. >Positions: Puts on QQQ, XLK, XLF. Long duration. I'll go with MSFT/MAG8/VOO + reserve of gold/STnotes. If it dips buy more. I'm also bearish on the market/economy, but being a 🌈🐻 is hard and often a loser's game. I'd rather be defensive and keep buying dips.
I am. Last year I doubled my money on GOOG shares (177 -> 340). It's wild I hit a double investing in MAG7 shares... don't underestimate it.
MSFT and META are so disappointing this year. I was rotating from other MAG7 winners of last year and so far have not been rewarded. Aye after earnings they will go up this time.
There is nothing to say there won't be an added layer of bad choices. I'd go so far as to say that we have at least one more in us, especially before people wise up to S&P500 and pray isn't a way to handle all of everyone's money. I've hit my limit though, the risk of the AI bubble popping is too high. Once the AI bubble pops the question is will the MAG7 just take the hit or will they double down(bad move). If they do the smart thing they very well might have a quarter of negative EPS. If that happens it's going to be a bloodbath. Here is a series of things people will tell you is a bad idea and who the heck knows maybe it is. Sold all my positions Paid off my house, mainly to ditch homeowners insurance (long term average in my area the insurance company only pays out around 60% of premiums as distributions, it's a scam) I paid solar panels in cash (back when homeowners could still get credit). When Democrats are back in power it should come back, I'd do that. It insulates you from higher energy prices. Above is mainly to insulate myself from inflation. I'm sitting on 4.8% 30 year bonds until something changes. Knowing my luck Trump will announce 10k stimulus checks, 0% interest and QE. I have a feeling we've hit a wall on general "poor people" inflation, companies aren't going to pay anyone a dime more. Most people are getting by on increasing amounts of credit. **TLDR...no real good moves. Insulate yourself as best you can from inflation and pray.**
I’ve taken a lot of profit and exited some positions entirely after their insane run-ups (like 4x MU). My cash:stocks ratio is now 1:2, which is the most cash I’ve held in a while. So my plays in these riskier stocks is over, I’ve got what I wanted from them. Now it’s about my next phase for the long term. I do believe I will eventually reverse my overall loss. It’s also worth mentioning that this loss is unrealised, it’s a single stock that I heavily invested in that tanked 90% shortly after. But even that is slowly recovering and may turn around. I also have a big unrealised loss in Novo Nordisk, but that also has a good chance of recovering long term. The core of my portfolio now is MAG7 and defence stocks. After reading everyone’s replies, I think the best approach for me is 90% all world etf. And the remaining 10% in more speculative stocks based on the logic/fundamentals I used in getting this year’s wins. I’m still in my 20’s, so I definitely have time in the market to recover if I play my cards right!
Dude TSLA getting fucking obliterated lol. I swear every one of the MAG7 has gotten pounded at some point this week
Any puts other than spy? Which MAG7 is gonna dump the hardest
Gulf state sovereign wealth funds will be realizing assets to meet budget shortfalls. They are heavily invested in Tech and underwriting pre IPO AI companies. This will suppress the MAG 7 particularly. Gulf state central banks selling gold and US treasuries to meet budget shortfalls. Buy gold now at "distress" pricing. It'll be safest investment going forward.
I’m scared you might lose more 😂 just buy some MAG7 shares on discount bro
Just don’t buy them. Any patriot American should be divesting of MAG7 full stop and also with that POS Palantir. Why are people investing in their own control grid that will strip them of their privacy and civil rights? I just don’t understand the greed of Americans willing to trade away each other’s rights, national parks/lands, and fresh air and water.
Natural gas is quite literally close to free IN THE US, do you even read my posts? Take a hint what most of the MAG7 and US companies, IE stocks, pays in energy costs. It's not friggin gasoline.
Bears thinking the US markets really cares about global crude shortages. Just look at how US energy is behaving. Half of US electricity comes from natural gas, prices are at yearly lows while European/Asian prices are parabolic, **US energy generation is basically free. That's gonna show up in low core inflation**. Basically, the US markets are more or less insulated from an oil shock, which of the MAG7 even uses oil or has anything to do with oil prices rising or falling, then you have a lot of US industry becoming MORE competitive because everyone else is shitting the bed. That's why the US market rallies no matter what.
They sell furniture to people who work at a MAG7 and have those sweet stock option gains burning a hole in their pockets.
MSFt can't muster a proper net 5% pump over 2 days when MAG7 is pumping so much these past 2 days
Err no it’s not, first of all the stock market is based on forward earnings and multiples. With Fed not budging on rates, multiples contraction stays muted. With much higher expected earnings on an index level due to AI, index level downside is muted, as you can see with semiconductors ripping. With a higher chance of future Hormuz opening, oil futures are backwardated, much lower prices 3 months out. With bypass capacity available, if you actually do the economic math with oil’s demand elasticity, the supply shortage is priced in by $110 oil. Clearly the market is working and fair. None of your doom and rambling changes these fundamental facts unless there are new events, such as Red Sea blockage, or attacks on GCC infrastructure, or MAG7 reducing capex, or higher core US inflation not coming from a supply shock.
Being down less than 10% on a MAG7 stock while we hit a correction is decent. Brought MAG7 stocks for their fundamentals, generational buying opportunities at this second.
Buy what? Spy with 35% MAG7? 🥴🥴🥴
Somebody remind AMZN its part of the MAG7 and therefore should be pumping
MGTN: Includes PLTR in MAG10. WTF
Iran said they will 💣 the MAG7 starting tomorrow
I don’t know where the bottom will be, but I’m buying at this point. In fact been buying up MAG7 based ETFs.
lol Lehman isn’t MSFT or META. I love when it’s peak bearishness in here. No one can time the market but I’m buying MAG7 here
Why is this the highest upvoted comment in here? Reddit has been bearish on TSLA for YEARS now and keeps telling people that it’s irrational in stock price and to stay away from investing in it. Multiple posts about how it shouldn’t even be considered part of the MAG7 . This guy just decided today was a good day to flip and coin and now he’s in here acting like a genius.
been putting money mostly into MAG 7 stocks the past 6 weeks. want to put some into financials...is jPM still best of breed?
been putting money mostly into MAG 7 stocks the past 6 weeks. want to put some into financials...is jPM still best of breed?
Protip: $APLD is oversold today. MAG7 money goes to > NEBIUS + COREWEAVE > Goes to APLD/FERMI .. ONE DAY/(BITFARMS SOON?) Just loaded some more shares, targeting $60.
Sure, but i think most investors look at the indexes as not just the MAG7 or that index.
I remember a lot of people saying this in 2001 and 2008, then those companies never really came back. Just because it is a MAG7 company, doesn’t mean it will stay that way.
Both along with GOOG were the biggest losers in the market last week; they dragged the indices down. The rest of MAG7 wasn't as bad and the rest of SPY was fairly nominal. On the long side, I'm not interested in comparing losers until they find a bottom which for Meta might be $450-480, likely after a bounce and for MSFT maybe $350 though likely $300 later in the year. It's a midterm year and seasonality has them bottoming in Sept/Oct for a turn around starting November. Both will be major players in the future, but I would only do short term trades until fall.
Market was up due to the reason MAG7 was pouring money on AI. CAPEX is key word this year. If market goes down or recession signals then they will postpone which will be catastrophic . this is the reason ,market doesnt want to give up . market knows he lies but they want to use his word just keep the momentum hoping for solution to the iran problem. still keeping the money in cash is worth it . may be reinvest when the issue is solved
Están todas sobrevaloradas y el entorno económico está cambiando. Ojo a los gatos en IA que no van a tener los retornos de capital esperados. Y si viene estanflación, ...hasta las MAG7 van a bajar mucho más en bolsa.
Either LibreOffice or a productivity startup. I write technical documentation and slide decks weekly for my job at a MAG7. The moment the process reaches group reviews, human edits, and sharing in O365 is now the moment where all the work feels clunky as fuck. Everything before then is edited via markdown files and conversations with Claude. The files at the end of the story are just the thin skin for the sake of enterprise processes. The markdown files are where the real iterations happen.
Already fully allocated before this. Mostly in S&P and MAG7. Won't be looking at the market for a while.
down 10k on my nasdaq and 4k on my spy calls. 5x leverage also down 5k on my sofi SHARES, down 4k on my SAP Shares and combined 15k on my MAG7 shares. buying the dip since october made me poor
[Mag 7](https://en.wikipedia.org/wiki/MAG-7)
Bear market for MAG 7 has more to go I think. But I will buy some
Commodities and/or companies that make shit loads of money when their commodity goes up. And fuck your stupid precious metals. I'm talking Oil, NG, Aluminum, Copper, etc. You can also buy volatility. VIX, UVXY, etc. And war stocks. Look up who makes bombs and jets and high tech infrastructure whatnot for the US/NATO. They're about to fire up some fresh orders from force attrition if nothing else, and possibly way more with real, sustained escalation. Finally, short big tech and other high beta recessionary targets. SQQQ calls, puts on the MAG7s, or smaller tech companies that are critically reliant on cheap debt. Inflation = no rate cuts = big sad for unprofitable growth stocks.
If the MAG7 lose their luster, then that will absolutely happen.
A standard correction? Nothing to see here, just a run of the mill correction? Well gee, if that's the case then we should be saying that the S&P500 is a highly volatile asset. Sarcasm aside I'm not really sure on what basis you're making the assumption that it's now well priced? P/E ratio of 25 means fuck all on it's own unless you assess the risk of those earnings rising 25x in the near future. Microsoft has been trending downhill for a while now, with not a lot to instill hope given their cash burning appears to be a hail mary to stay relevant in the AI game. Open AI just shutdown SORA after just over ONE YEAR despite putting $15 MILLION PER DAY into it, a clear indicating that it is riding on a knife's edge. It's not that the MAG7 doesn't have potential, it's that it's potential is arguably outweighed by large amounts of downside risk.
Let me guess. Everyone will recommend buying the dips on the MAG7...the most over owned stocks in the history of the world.
Average maximum drawdown even for MAG7 is 80% over time!!! So people need to practice patience and pain tolerance and stick to their conviction, especially if the companies they are invested in still have their structural moats.
Average maximum drawdown for MAG7 stock is 80% over time. Suck it up, stop panicking and stay calm. Drawdown and crashes are structural features even for good companies. The dumbest thing you can do now is panic and sell. Also don't try to time the market perfectly
Yeah but SVXY is so boring and slow It might not even beat MAG7 on a reverse, let alone some of the higher beta names I own
What’s throwing a wrench in it is that SPY and especially MAG7 are all trading at historically low PE ratios. Yes we are only down 8% or so, but when big tech has a PE that looks like a boring industrial or banking stock, that’s a giant buy signal.
Monday will be green. +0.1% and MAG7 will be red. -2%
why the fuck does the market rally forever when I hold puts. But when I hold calls/stocks, it just hemorrhages fucking money. What the fuck dude. My GOOGL and META Stock is getting fucking obliterated. Why the fuck do I get absolutely fucked, for trying to buy the lowest P/E MAG7 stocks???
the two MAG7's I'm not buying - AAPL and META. Until they both get new leadership who know how to put their capital to work. META over invested in AI / Data centers. AAPL, underinvested (an no real other tech advancements in the pipeline that aren't being cancelled - AGAIN)
Every single MAG7 is trading under 20 and going lower
MAG7 has had a terrible 2026, and continues bleeding week over week
MAG 7 is taking turns fucking my port
MAG7 is having their own liberation day moment
Most of the MAG7 have basically become entities that just funnel money into memory companies.
Says who? MAG7s have been playing the hire, freeze, RIF repeat game for years across sales & marketing and engineering to manage internal reshuffling. It's only time to panic when you hear widespread reports of offers being rescinded.
Holding WRD, TTD, GTLB. Waiting to slowly buy into the MAG7.
NVDA is currently at a lower PE than Cisco was AFTER Cisco crashed 80% in 2009. So yeah, MAG7 is actually undervalued right now.
That actually might make the overpriced MAG 7 or whatever they are now called a buy. The market is just waiting for them to slow AI cap ex spending to buy.
> These are just words. You still haven't made the case for why any MAG7 bag holder should realize their losses. # > **What's your plan to do with the money?** And by the money, I mean other people's money. Bolded so that you don't miss it again, I guess. It was already in the last comment, so like ... Yeah. What are we doing here.