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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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i declare that the MAG7 is no more. now we all pour our money into the Holy Trinity. MSFT, NVDA, AVGO!
Is tsla officially the most retarded stock in the MAG7?
Uh… fundamentals has everything to do with NVDA? It has one of the best balance sheets out of any other MAG7 company…
I think that once the 10 year is yielding 5% and NVDA P/E is over 50, a lot more NVDA shareholders will asking really cool and interesting questions. Questions like “how many trillions of dollars worth of chips do we actually have to sell in the next 10 years to be worth this much right now? Really? That many? What’s the total earnings of all the other MAG7? How fast have they been growing earnings? Is there real Saudi demand? How much? Custom silicone? What’s that? Who is investing that much in custom silicone? Man that’s a lot. Is that more than we spend in R&D?”
Junk like CRWV and CRCL are dumping while MAG7 is pumping. Truly a remarkable week
I think that once the 10 year is yielding 6% a lot more NVDA shareholders will asking questions like “how many trillions of dollars worth of chips do we actually have to sell in the next 10 years to be worth this much right now? Really? That many? What’s the total earnings of all the other MAG7? How fast have they been growing earnings? Is there real Saudi demand? How much?”
Probably gonna be profit taken for the rest of this week. I mean....next month is deadline for tariff and MAG7 Earning Season starts so I think the market should go lower then pump bit until Earning or else everything will be priced-in and the market will dump after earning.
God I hate big tech. QQQE -0.55%, QQQ 0.17%. MAG 7 just carrying the world right now
Literally the MAG 3 holding this up
MAG7 Year to Date META: 18.85% MSFT: 17.09% NVDA: 6.93% AMZN: -3.38% TSLA: -10.23% GOOG: -12.01% AAPL: -17.86%
Sorry no, I bought each 1k shares at $64ish. So it is $130,000 buy-in total on one stock. Marvell is a solid midsized AI datacenter and custom chip design business, well integrated into the major supply chains with big customers in the MAG7. If I earn more money next year, I will pick another stock to add to tgeir accounts. As parents we just want to see our next generation do better than us.
so PLTR will be the next MAG8?
My trading account which I keep under $10k! I sold everything off when the first crash day happened, put everything in just the boring ass Robinhood gold where it earned 4%, then once we started correcting (I waited too long, but only missed like half of the rebound) I bought back into the MAG7 + PLTR, UNH, ASML, ORCL, and AVGO. Instead of losing ~ $3,500 on the crash and gaining $3,500 on the rebound, I lost ~$1k and then gained back ~$3k on the rebound. Overall I do not regret it, but it was a lot of stress, a lot of second guessing, and a lot of bullshit that investors should honestly never have to worry about. A market correction is fine, I get it… a self induced market manipulation 2 month holiday of madness is totally fucked.
which MAG7 is the worst in your opinion? 🤔
Google trades like a shitco and shitco pump like a MAG7 stock
#Thoughts on AAPL and GOOG as long term buys? Currently the only MAG7 under their 200 day MA
Is GOOG the worst of the MAG7?
Last time people were calling for Pichai's replacement was when we hit the bottom for Google sentiment (on this subreddit). So I'm going to take your comment as bullish, even though I agree that at this point Pichai isn't doing the company any favours. (I'm not very jazzed by Jassy either, while we're talking about MAG7.) I'm not saying he needs to be more dynamic, but he feels like he lacks the comparative "vision" -> execution powers of Nadella and Huang. At this point, given the fact this is a large inflection moment for Google, a new face is probably required.
ALERT ALL TRADERS CRITICAL UPDATE - extreme negative media release vs Tesla , (told you so ) Fact check me And use at your discretion Large equity pulls from bit coin over weekend PROBABLE SOURCE - dealers for liquidity pressure Markets spike Monday . Tesla - Gamma positive friday AND Monday after a 10 % spike LIKELY SIMILAR ACROSS MAG 7 FAKE NEWS - global fear ceasefire when there is no cease fire . Chat gbt owner contols overrides to state MEDIA CONTROLLED NARRATIVE. Media black out to Iranian sources of news Fake accounts on Webull posting for calls etc . Check yourself . No new open interest on Tesla .10% rise with no new downward protection . ( RETAIL GETS DUMPED ON ) Opinion-Dealers “Banks” ARE PROPPING MARKETS UP Fact -( if you want to see something funny tommorw withdrawal all your money bank sector might …. ) Opinion -Banks “dealers “ are rushing To cover shorts sold to institutions . Because they know something you don’t . Take this as you will . - dealers * people that sell puts to hedge firms off the market so you don’t see them are covering their puts by artificially propping up markets with liquidity that they pulled from …. Oh bit coin maybe ? Tldr : markets are in a gamma short? 🧠 and they are scared of collapse they want retail to have the bag , they always do
He sells routinely to fund Blue Origin and his lifestyle, it really shouldn’t be a factor. Relatively speaking there is zero reason AMZN is down compared to other MAG 7
Out of all the MAG7 stocks, Goog has been the weakest, probably bc of all the antitrust lawsuits and that it's probable to be broken up into separate companies.
It still has the US anti trust lawsuit hanging over it's head as well, so people are weary to hold this name. It's been bouncing between 150s-170s for months now while other MAG7 recovered well. It might be dead money until August when a decision on repurcussions is released. FWIW I highly doubt in this Ai arms race environment VS China, this admin is going to pleased with breaking up one of their strongest players, and forcing a sell on Chrome. My guess is they get a slap on the wrist, and you definitely want to be in this name when it happens. I think it's the main thing holding it back from ATH, because it had the best Q1 earnings of all the MAG7, has the lowest PE ratio, and prints cash like nothing, but just like Apple they constantly get a streak of bad news.
I think we'll go down in the next few weeks, and then we should pump again because of MAG7 Earning late in July.
MAG 7 are coming back. Time to moon!
I think GOOGL is out of the MAG7. What a shitshow.
Apple green while the rest of the MAG 7 are red
MAG7 needs to stop dumping or we are going down
WTF no one talking about CAKE. It kicking MAG7 ass This year
Keep 75% of your profile simple. Broad ETF's. I'm bullish on bitcoin over the next 20 years, but feel free to drop it if you aren't. VOO(50%), SCHD (15%) and FBTC (10%) Add consistently and rebalance occasionally. Use 15% in a mix between established high growth stocks that you believe (whatever is the current "MAG 7" or flavor of the year). Buy when it dips and buy when it grows. Use 10% on moonshot plays. Disruptive growth stocks that could see exponential growth. Do your research and set a timeline (5-10 years). Don't get suckered into doubling down on a good month. High risk high reward, but a total loss won't crush you. This breakdown shoots for consistent long term growth. It's not going to make you an overnight millionaire, but its tried and true.
I you want growth: QQQ is ETF for the NASDAQ 100. VOOG and VONG are both Vanguard ETFs of growth stocks. Long term performance is very similar. VOOG is more MAG 7 large cap growth. VONG is similar, but includes some small and mid cap.
What do you mean by "take out"?? You mean just arbitrarily moving data points around to feed your general sense of fear? How would the MAG7 cease to exist in a short term? Look, I know what you're getting at but you need to view this situation differently. We have had a top-heavy stock market for a long time and it didn't happen by happenstance or without the majority realizing it. There are very solid fundamentals & motes around these blue chip goliaths. It is a calculated risk-reward market that has exit strategies. I see no situation where a normal economy would chose to pull out of the MAG7 in a short term. We can pull out of them and go less top heavy but a crash resulting from this happening suddenly makes no good sense and I can not see a reason to be wary of investing in solely MAG7 or SP500.
I have a position in Palantir, but I consider it speculative. I wouldn't consider it as your only stock or as a large part of your portfolio. My take on speculation is that the whole group of speculative stocks I have make up less than 10% of my portfolio. Right now these include Palantir, Reddit, Zenatech and Coreweave. I only need one to be a winner to make the whole group shine. The bulk of the portfolio is MAG7 stocks and Home Depot, AT&T, IBM, Clorox, Iron Mountain, Banks, and Retail.
I don't want to be bearish, but in what world can we sustain breaking past $600. The MAG7 are already worth trillions of dollars, it would have to be carried by smaller companies no?
Apple’s still a beast, but I agree the heavy focus on buybacks might come back to bite. With AI moving fast in hardware, they need to stop playing defense and start innovating like they used to. That $193-190 support range is interesting though if it holds, could be a nice short-term bounce play. Long term, I still see them compounding steadily, just not at the flashy MAG7 pace anymore
brodyyyyy - P/E is trading way under their norm, they are the worse performing MAG7 this year and usually when the stars align, you go all in on the worst MAG7 because they eventually rebound. They only have upside, as I am confident that there will be a tariff relief rally, and their Foundations Models Framework presented at WDC25 is the true game changer. While everyone was crapping on AAPL for their Liquid Glass Interface (which is an optional setting), the herd totally missed the real play here - Foundations Models is like electricity for AI. You don't build a power plant to run your business—you just plug into the grid - Apple just became the grid for AI developers. In other words, with developers now having enterprise-AI within the apple ecosystem, then apps will become so much more enhanced because they will be ingrained in daily life. Every intelligent iOS app becomes a reason why users won't switch. And it's worth way more than any AI subscription would be. As usual Apple is late to the party. But, First to win!
Yeah, it’s not exactly a gamble investing in any MAG7.
For those with experience selling PUTS LEAPS, how long on average did it take to make 20%? I realize a question like this could use a lot more specifics. But let’s say it’s done in a MAG7 like NVDA and the market conditions are slightly bullish to neutral.
MAG7 down, INTC green...it's one of them days
I think its entirely dependant on the MAG7 earnings coming up for q2. I cant predict a direction this early so I would just give it a range and I think you nailed it with 570-620 which one we lean towards again, depends on earnings as well as upcoming economic data. Particularly the jobs markets. I think inflation is a non issue at this point. My guess is we lean more towards the 620 mark as the April selloff pushed a lot funds out of the market and they will be chasing it higher.
I outperformed and don’t have any ETFs in my taxable individual brokerage account, it’s just stocks. Now, I will say, I have time to pay attention and manage it when needed. Luckily I’ve been in NVDA for a long time, the MAG 7 (not TSLA). I’ve been in BTC. It’s been more tech heavy at times, with CRWD & NVDA going up a lot and taking up big percentage of my portfolio at times. But I diversify in other categories, I own BRK, HOOD in financials, industrials of AXON, PH (Parker Hanifin), Costco, energy, etc. People will scream and say I’m too much in high priced P/E stocks, blah blah blah. That’s fine for me and my risk tolerance, I ignore the noise. I currently own about 15 stocks and BTC without any ETFs. I’ve been in as high as 20 stocks and as low as 10. I like being in 15, somewhat diversified, more growth names. I know I’ve been more on the risky growth side, but yes I’ve had some bad moments when the market has gone down like 2022, and earlier this year. One key for me has been to not be emotional and over trade the bad times or even good times, I was honestly good in that I just kept buying when things went down. I was good about not being emotional about the losses, stayed in it, kept buying. Not being over emotional about the good times either, I stayed in NVDA for 10 years when everyone was screaming the run will end. I trimmed here and there when it got too much of my portfolio. Not being over emotional & not listening to everyone screaming doom & gloom all the time has helped a lot. Now I took a lot of time in my own research & learning. I did learn a lot about stock charts, stop losses, etc. not necessarily to use those things all the time and overtrade, but to grow and learn and understand where stock prices are to not overreact. Ive had bad moments, have been fortunate, but don’t be emotional, grow and learn, see things as a growing and learning experience, stay calm & buy more when things go down, it helps a ton.
I've held Google since pre-split, February 2022. 34% up since. Nice gains, but for a while it's just been stagnant. Some of the MAG7 definitely have exceptional runs, but by the time you're on board sometimes you've missed it and are just getting the leftovers. Microsoft has been great though. October 2021, 75% since. I remember seeing them (and Apple) cross 1T and thinking "how much further can it go?" Turns out there's no size limit to big tech from the looks of things.
I'm not arguing one way or the other, I'm heavily invested in AI but I think there's reason to be concerned. NVDA at a forward P/E of 33 is expensive for a late-cycle semi - especially with its margin profile. Now, we don't know if it's late-cycle but its certainly not beginning-cycle. I don't think it's unjustified given its centrality, but the market doesn't care about revenues a year from now - those are likely set in stone. What about 2 years from now? What if the hyperscalers go through a period of inventory digestion? If they do, then NVDA will get cut in half easily. MAG 7 capex number is encouraging but they also have shareholders to please. Just because it's lower than the telcos doesn't mean they want to grow it appreciably. Again, the capex numbers are encouraging but they still need to see ROI. ROI I believe will materialize eventually, but I don't think it's crazy to be worried about the near-term risks of it not materializing quickly enough. Again, I'm probably irresponsibly long AI - though I've cycled a bit into more defensive positions within the space recently and I believe AI presents one of the greatest investing opportunities in history and one of the greatest advancements in human civilization, but that doesn't mean capital isn't going to act like it has in any other previous historical boom. A lot of the 'bubble' now is in hardware and there will be a hardware digestion period, probably many, and when that happens AI stocks will get demolished. When that's going to happen is anyone's guess.
Sell signal? This post means there are many who are not on board yet $NVDA has a forward PE of 33, hardly in bubble territory $TSM, which dominates the entire AI chip fabrication industry, trades only at a forward PE of 22 $GOOG, which has tons of great assets and currently the best model, is cheap at a forward PE of 19 ------ OpenAI's revenue growth is at 100% Anthropic, much smaller though, increases its revenue by 200% in 5 months ------ MAG 7's capex as a percentage of their operating cash flow is actually far lower than telcos during the Internet Boom of the late 1990s. We are at best around 1995/1996 level, meaning there are lots of room to grow. Despite the massive increase in capex, Alphabet, Meta, and Microsoft are still able to grow their free cash flow on an absolute basis Maybe this will end in a big bust eventually, but we are years away from that point. Until then, enjoy the ride
Man, I know Yahoo Finance isn't exactly a bastion of good discussion around stocks but their Community / Conversations boards really do just keep getting worse. If you think *here* is political trawl through there for five minutes on any MAG7 board. All spam too. It's not even thorough political opinions I disagree with. Simply trolling.
Trump says theres gonna be peace soon. What he really means is we are gonna drop a MOAB like we did in Afghanistan on Iran's remaining best arsenal and they will surrender. B2 bombers are gonna do work in the coming days is my bet. This sub is gonna rotate into oil and Defense and then get rugged as hedges keep buying the MAG7 dip lol
Imagine going into a MAG7 boardroom and telling them this and having them take it seriously.
TSLA only green MAG7 stock despite the conflict and declining sales in the US. I love this market.
MAG7 almost green for the day
Oracle should be added to the MAG7 making it MAG8
No AI If WW3 and we have no electricity. Long cannibalism. Short MAG7
Interesting thing to note that the MAG7:utilities ratio is dropping while the SPX is rising. This is divergence usually seen at the top of trends. You also had VIX rising today while SPX also rose.
wtf are you talking about? in this morning of red, it's the only one of the MAG7 that's up
I really do think the easiest way to play this market is just look at whatever MAG7 is lagging and just buy it, regardless of the news. Like it sounds dumb to buy Apple right now. “They’re not innovating, tariffs, yada yada. When it’s 250 in 3 months, no one will bat an eye in disbelief. This was true for GOOG 2 weeks ago, MSFT, a month ago, and every other name at some point in the past couple of years. Just buy!
All of MAG7 doesn’t know what to do rn😂
"The devil will be in the details, but the lack of reaction suggests this outcome was fully expected," said Chris Weston, head of research at Pepperstone in Melbourne. "The details matter, especially around the degree of rare earths bound for the U.S., and the subsequent freedom for U.S.-produced chips to head east, but for now as long as the headlines of talks between the two parties remain constructive, risk assets should remain supported." Signs of the curbs loosening surfaced in China, as several Shenzhen-listed rare earth magnet firms, including JL MAG Rare-Earth (300748.SZ), Innuovo Technology (000795.SZ), and Beijing Zhong Ke San Huan (000970.SZ), said they have obtained export licenses from Chinese authorities.
Put 190k into VTI or VOO. Hold 10k cash and wait for the next market drop of 5% in a single day. Like we had with deep seek and liberation day. Wait for the bottom which may take a couple days and then buy calls in MAG7 or similar companies at the strike price they were the day before the drop. Buy them 60 days or greater out and then wait for the rebound and sell no later then 7 days before expiring or whenever you make a good profit.
In what world does a robot taxi constitute a company being on the same price as MAG7? Also, ask yourself how often do you take taxis and why?
MAG 7 all red. TSLA DOWN 18% SPY down 8% Trade deals have failed
$AMZN is the last of the MAG7 to get their shit together per usual lmao
The key in not to invest in the MAG 7
Its financially correct though. There is research after research that most stocks will fail miserably. Whatever the time period, there has always been very few winners, remove them and it might look like stock market has no returns at all. This is exactly why people invest in index fund and entire market rather than stock picking. FAANG was coined in 2013, which now morphed in MAG 7, ever since that year reddit was making posts that removing these companies stock market has horrible returns and world is collapsing, yet being bearish was the worst thing one could have done. Not to talk about statistically removing entries makes absolutely no fucking sense. You could make reality anything you want by doing such a blatant data manipulation ''I will just remove best performing companies and also mention some absolute dogshit companies that didn't make ATH to prove that this is not a bull market'' >**Such as AMD, Paypal, Target, NKE, ADBE, ABNB** Like you would have to be insane to buy some of these, they are down for a good reason. Sports analogy seems to be right on point.
A Friendly reminder: MAG7 first Earning starting somewhere in next Month.
CNBC: MAG 7 just said fuck your civil war.
As a Sr Data Scientist in a MAG 7 company, I promise you the internal value generation from AI is not matching the spend. There will be margin compression. Your argument is that all fundamentals are irrelevant because of short term tech Cap Ex? Those capital expenditures still have to drive results.
Eliminate the MAG 7, the S&P PE is fine. High, but fine. Personally I'm cycling into infrastructure, data center, equipment, security, and agentic. As are a lot of people obviously. The next push now is the people writing the software (agentic AI) thats going to actually make money in dozens of industries and verticals. Personally Im really loving NBIS, being positioned for startups.
If you have no plan, that is your plan ~oft-repeated axiom You’re in a great position to have a large impact on the rest of your life. In one year, SOXL has gone from 70.08 to 19.18 (as of today) TSLL reached 41.15 and now is 10.50 TNA was 58 and now is 31.92 FNGB hasn’t been on NYSE for very long Why did the person trading for you have you in these trades - growth, premiums, etc? Nothing with any of the MAG 5 trades
Before assuming the stock was down 14% from just panic selling, you should first decide why the stock was up 50% after reporting one of the worst MAG7 earning reports in 5 years. TSLA is a meme stock and it was bid up on hopes that a close relationship between the president and musk would yield some sort of unseen business benefits. That unwinds if they have beef (see presidents threats to cancel all musks government contracts)
Sell CSP on any of the MAG7 💰
GOOGL Finally remembered it is a MAG7 company and got it's shit together.
Great entry point. Should be trading at MAG 7 multiple, not below market multiple.
The only FAANG/MAG7 not shit on yet is Microsoft and Netflix lol
Tesler is part of the MAG-7 and is heavily weighted in all kinds of technology ETFs, etc. Passive money is constantly falling from the sky on its stock price
MAG7 member down 10% and spy is barely red.
Wasn't comparing, more of what a Double top entails. Bitcoin in 2021 is another move that had a double top. Take out the MAG7 and see how the markets look. Small Cap and Russell2000 hit a double top 3+ years after 2021 and hasn't seen ATH since. Mid cap tech hasn't moved much as well with QQQJ. If Nasdaq can keep gaining a higher share of MAG7, is that manageable? unless we move into ATH, anything is at play. The most at play economic move is something showing weakness in the economy itself (which companies are mentioning in their earning call outlooks).
The MAG 7 are actually the DRAG 7. Look at GE GEV AVGO JCI.
Need another MAG 7 ceo to come out and say quantum is years away so I can get an entry 
Just kick GOOGL off the MAG 7, shits always red
It's Revenue and Profits, always has been. If you want a continuing trend as to why the stock market is still going up, look no further than the latest batch of quarterly earnings reports, specifically those by MAG 7 stocks, which have dominated the profits of the overall market over the past couple of years. Is the market healthy? 100% NO. But, just because the market is sick, doesn't mean it won't push higher until the profit hose gets turned off.
I don't mean it in the sense that courts will forget about Googl antitrust ruling and throw out the case. I simply mean investors / market momentum will bring Googl back up to highs or near highs. Goog hit ATH (Feb 2025) after they were found liable for antitrust violations (Aug 2024). In the interim, the stock has declined \~18% while earnings and AI progress has been excellent (Waymo, Gemini, META glasses competition, etc). MAG7 has been pretty beat up this year, I'm hoping they start to lead the market into new highs towards the end of the year. I'm swinging this position but happy to hang out in it for a while. If its flat or slightly down I may sell some shares / options to enter other swings.
If both are in the “MAG7”, there’s the XMAG ETF which doesn’t contain those MAG 7 stocks, rather the remaining 493 or so in the “large cap” index (typically S&P 500). Then perhaps buy the remaining stocks individually on the market. If both are “consumer discretionary” stocks, you could buy a low cost tech ETF index like FTEC and then a “value” index fund like Vanguard’s VTV or iShares IUSV. Another idea is see if they are excluded from a “quality” screened index (like iShares “QUAL”) .. as somewhat problematic stocks also have a lot of leverage and perhaps sales problems.
All MAG7 other than Netflix and Apple are above weekly 200dma. Sell off at open.
It’s absolutely obvious Elon is on that special k, it’s okay though his stock will make ATH no problem just like spy. MAG7 beat earnings, it will continue to pump until next earnings season. And they will still probably beat, I don’t know what the fuck bears are looking for. The correction was last week when spy dropped 2%. We are pumping fucking face all the way to September
That’s possibly true and if you have a 3-4 month horizon you are right not likely to suit you perhaps. MAG 7 last 6 months: file:///var/mobile/Library/SMS/Attachments/fd/13/6EB73C20-E827-4CC6-8D85-720EF61EABF1/IMG_4219.heic 9.22 % in 6 months and market cap and continued ownership of what 75% of the windows based market space works for me as an okay place to be unless something grabs you.
To be clear, I do not think US will run into similar issues. I think elevated P/E around 25 is justified, since most gains are driven by MAG7 with high return on capital, earnings power, buybacks, and high free cash flow margins. Additionally US companies derive a larger and larger portion of earnings globally (not just from within the US). Japan's top companies were banks and automotive, most of which only serviced Japan itself (not the world). My point is P/E's are definitely important, and cannot be ignored, and are definitely not a thing of the past. The question is if companies can grow earnings to support elevated P/E levels (at some point even the US market becomes overvalued, I would say around 30-40 P/E). If all US companies grow earnings at 15%, that means 5 years for a doubling of earnings, so buying now at a P/E of 25 wouldn't be so bad (since in five years that would be 12.5 if the price stays the same, which it would not).
Deposited all of my savings aside for a HYSA emergency and lump summed 50/50 into QQQ @410 and VOO @449 Maintaining <50% cash for opportunistic MAG7 mean reversion (long only) buys or TQQQ if we approach certain SPY levels (unlikely)
> MAG7 drive most of S&P500 gains. Free cash flow margins are huge, and these companies have high return on invested capital and earning power, buybacks, and fortress balance sheets. This won't be true for long: 1. AI has a terrible return on capital and operating margins compared to historical tech investments. In 2015, if you hired a few devs to make cloud software used by Millions, you could deploy and scale it with very little cost, resulting in fantastic margins. However in 2025 if you make AI software, that requires an insane amount of spending on datacenters for AI compute for both training and ongoing inference. Most companies are losing money on AI in an attempt to build market share. 2. Buybacks aren't exactly effective use of capital when your shares are trading at 40-50x earnings. That effective gives your company a 2% yield when treasuries are yielding 5% risk free. >international won't catch up (since most tech is already global or international, as the services are sold across the world and are near monopolies) - Most small caps are not competing in the same space as large cap tech. Maybe retail losses to ecommerce, but most businesses are not harmed by big tech. If anything, AI will lead to a boom in small cap productivity and improve margins. - I am convinced South Korea will perform better than the US. Everything that made the US great is disappearing. The US is defunding research, deporting skilled workers with PHDs, creating an access economy where bribes are necessary for favorable treatment from the government, and disrupting trade. South Korea has the \#1 education system in the world, is great on trade, and has a lot of innovative companies like Samsung and SK Hynix which are big players in the AI race. I'm already up 25% on my Korean investments I made back in late December, while the SP500 is flat.
The argument is the relentless inflow of capital into these companies as institutions and retail want growth and innovation. We all own shares and the MAG 7 are printing more cash than they can spend, share buybacks and IMO irresponsible CAPEX…. Yes…. I played this week like a sucker and my QQQ ladder puts got annihilated
MAG7 drive most of S&P500 gains. Free cash flow margins are huge, and these companies have high return on invested capital and earning power, buybacks, and fortress balance sheets. That is why small caps are out of favor, because brick and motor traditional small cap companies cannot compete on the above factors with a company like Google for instance. That is also why I think small caps will not make a comeback as all of the value investors have been waiting for decades and also why international won't catch up (since most tech is already global or international, as the services are sold across the world and are near monopolies)
Sooo puts then? Calls on X puts on the MAG 7? 
Disagree about “decent” software. They’re far more than decent you’re being disingenuous. But yes, their engineers are likely not much different than the top 20 percentile engineers at MAG7 companies.
Look mate, you could do this ... But just stick like 35k of this into a low cost ETF and fucking forget about. There definitely is a chance you could just nuke 38k because no one can predict the future. If you want to gamble still, take the 3k and play SPY or QQQ or one of the MAG 7. MSTR is a fucking ponzi scheme
Bers were wrong about recession, depression, tariffs, empty ports, empty shelves, rate hikes, SPY rebounding, MAG 7 earnings, and yet they still think they’re right. LOL
Well, plenty of individually down stocks. Indexes are like what??….30% weighted to MAG 7?
Who cares? We were already moving up from all the tariff noise. Even if “tariffs back on,” there are still pauses and negotiations happening across the board. Sure, this pop came “too soon,” but MAG 7 earnings showed that companies still making money and pivoting from policy changes.
Who. Gives. A. Fuck. Tariffs already priced in, in case you missed it. He’s been putting pauses and he’ll do the same for the other countries when it’s negotiating time. MAG 7 earnings showed these companies still making money and pivoting as things change. NVDA up almost +70% YoY should tell you that economy was not slowing down.
I dunno, I think NVDA just gets bought up in premarket even if it dumps on the report. All the MAG earnings have been decent, not sure why this would be any different
That TSLA candle has literally $2897 of volume. We have manipulated MAG7 before GTA VI.
Just one more bear trap before SPY goes over 9000 and me n the bols blast off to Mars with Elon and all the hoes 🚀🚀🚀 to start MAG-America and be free of you mooching bers and your debbie downer attitudes 🦅
Why not? Also, arent they going through a share buy back and their PE ratio is among the lower ones in MAG7?