Reddit Posts
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?
Apple is resilient, but stock buybacks are diverting capital from its moat
Mentions
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
#New MAG7= SNDK, MU, AMD, DRAM, INTC, CAT, ARM LMAO🤌
Imagine when MAG 7 FINALLY wakes up. Spy 1000
Some of the MAG7 are turning into Blue Chip IBM type stocks, which incidentally is still cranking out billions in profit every year
MAG 7 officially boomer stocks
MAG7 all down how is spy up so much
Yup dude. No fucking joke. Seeing literally every other MAG7 (other than META lol), go up massively, while MSFT barely does shit, is infuriating. Even META isn't down that bad YTD. Jesus.
Of course MSFT ain't up that much. SPY up nearly .8%. And the rest of the MAG7 up like 1% overnight. And MSFT can't even get it up for .5%. What in the fuck dude. Why the fuck doesn't MSFT do shit?
Q1 ‘26 MAG7 stocks’ earnings growth was 63%. Their earnings seem to be accelerating, which is 1/3 of the reason for higher S&P PE increase. At some point the trend will slow and eventually reverse, but it doesn’t seem like we are there yet.
More like 12-25% in general but the dot com crash resulting in a Nasdaq two year slide was a pretty big hit. Oddly enough MAG7 stocks faired pretty well - it was more of the speculative companies that got hit hard.
The best and closest thing I have found to that is MGK, the Vanguard megacap growth fund. If one of the MAG7 dies off and gets replaced then the ETF is in good shape. The fees are also lower than QQQ or QQQM I believe. I'm aware that there are ETFs specific to the MAG7. You could also substitute that portion of the portfolio with a tech ETF and google stock in my opinion, since I'm not real big on facebook or tesla. For the average investor, ETFs are the way to go. I would not be picking individual stocks.
No expert here.. For that time period VOO seems legit. You could also check out funds that chase "MAG 7".
Yes, it unlocks growth for the MAG7 again, now that they’ve taken over their respective segments of the world. It continues to concentrate power and is the only way they don’t all transition into utilities. The businesses are so varied and intertwined, short of an uncontrollable AGI being unleashed, I don’t see the trend stopping.
Let’s face it tho earning 60% of US EV market shouldn’t make it a MAG7 stock
Love the idea, that’s why I have my ROTH IRA and Chase account. For index’s and long term stock holds. Ive already put half the gains into shares of companies I plan on holding for a while (RKLB and ASTS). I’m leaving the ASTS calls because my thesis hasn’t changed and I believe we continue to run all the way into July. I’m young and live with my mom so I’m aggressively investing $800-1200 in my Roth IRA per month into indexes and MAG 7. If I blow up this account by 50-70% I’d be okay with that. At least I gave myself the opportunity to grind this account up to 30k+ and still have my safe shares to fall back on.
This is what I've been thinking, to reduce exposure to the AI/tech concentration of VOO in general though. Building my own etf with RSP at the core and adding some MAG 8 (minus Tesla) albeit at lower weightings than VOO.
I'm confused. You think because people are making money on LEAPS that indicates a crash is near? How does that make any sense. Genuinely curious what the thesis here besides fear? Did you not pay attention to any MAG 7 earnings report the last few months?
Most of the MAG7 didn’t exist 40 years ago.
> majority of the gains are concentrated in semiconductor companies, MAG7, and energy stocks. European bank stocks have outperformed Mag7 the last few years but OK https://www.capitalgroup.com/advisor/insights/articles/guess-who-beating-magnificent-7.html https://media.licdn.com/dms/image/v2/D4E22AQEY0BDCl7t_Bg/feedshare-shrink_800/B4EZT.ig3cGgAg-/0/1739437248766?e=2147483647&v=beta&t=-k8wGmRfRptePZT6CKrS0QfZWsJaqjwdjnveXEELQrM
I think I lost $1000 every single day this week and all I did was hold MAG7 leaps
Taxes in the US are already high, with bare minimum government services in return. Back in the 1971, a single person making $32K would pay 50% income tax. That would effectively put 99% of the population under the poverty line. Don't let MAG7 earnings fool you, the majority of the population already struggles or funds its lifestyle with credit card and other debt. And if you only increase rates to the rich, you don't get enough to fix the federal debt problem without austerity. Plus, the public generally accepts higher interest rates more easily than higher taxes. That's why the Fed doesn't say "we're raising rates because politicians refuse to raise taxes". *"force Democrats to cut social spending"* Let's not make this a partisan issue. Uncontrolled spendings with no investment towards society is as bi-partisan as it gets. A simple look at [the progression of the national debt over the years](https://fred.stlouisfed.org/series/GFDEBTN) is enough to observe no cycle between parties.
#New MAG7 is quantum and space stocks LMAO🤌
#MAG7 to be renamed to SHIT7 LMAO🤌
Not really true. It's AI hype setting high expectations. The majority of the gains are concentrated in semiconductor companies, MAG7, and energy stocks. Look at real estate for example. VNQ is down -1% in the past 5 years despite 22% inflation over that time period.
all the MAG7 ganging up against Reddit, first googles search engine and now META
So is everyone ignoring MAG 7 for memory and quantum?
Nvidia is outperforming MAG7 and indexes. Why do people not learn to just put 100% of their money into NVIDIA? Idiots
You are talking about the past. Do you know which companies will be thew MAG7 in 5 years from now?
MAG7 companies print cash. AAPL had $95B FCF last year, MSFT $70B. most hype stocks are still burning cash to stay alive
MAG7 bought me my house and i didnt invest till 2015ish. Also all self invested and i work construction. People lose out investing because they try to beat the market and over think it. Stick to the winners and youll win.
Meta is the cheapest MAG7 stock
the MAG7 thing keeps working because they have the cash flow to buy back stock at scale, the hype stocks dont. less about the AI narrative and more that mega cap is the only place left where buybacks move the needle. when the hype stocks finally generate that kind of FCF the gap closes, til then this is gravity
I'm not sure how you did your back testing; only two of the MAG7 were around 40 years ago, and the rest were less than 30. Apple was one of the 2 from the 80s, and it nearly went bankrupt in 1997 and struggled in the 80s. Also, the past does not predict the future. Any one of the MAG7 could be gone in 10-20 years or less. Look at the Nifty Fifty, for example. How are Polaroid and Eastman Kodak doing? Those were once considered safe, outperforming investments.
You do not know that though. Lots of people here have made way more than MAG7 returns from the stocks you're shitting on.
>MAG7 is outperforming all the hype stocks posted about constantly Well that's just bullshit. I wouldn't invest in any of those hype stocks personally, but they have done very well.
To me I think it should be AVGO. No idea why they’re not considered a MAG7 stock.
Have you ever heard of risk? You are saying that the best chance of positive returns is investing in winners. Yes, obviously. Are those returns as good as you would get if putting some risk on the table? Not even close! Could you pick all losers? Sure. That's what position sizing is for. Having a winner like MU, as you mentioned, proves that investing in stocks BEFORE they are winners has huge upside potential that you seem to be pretending doesn't matter/exist. In numbers: you invest 90,000 in MAG7 for an 8% return and invest 10,000 in MU. After this year you have 97,200 in MAG7 and 110,000 in MU.
Buying MAG7 stocks at relatively low valuations (around 20 fw/pe) literally has been one of the most consistent and successful investment strategies over the last couple of years. There is a reason why Bill Ackman is now doing exactly the same.
Clearly there's a huge demand and need for gpus. It seems at this point that people with said gpus who rent them out will also stand to make tons of money, for example the news about anthropic going to pay xAI 15 billion/year As much as reddit likes to cry bubble burst, this will still keep going. Who knows, anyways, I'm just glad I bought some Nvidia a while back and bought a bunch of MAG7 as well in the past few months like a mad man
MAG7 is roughly 1/3 of the S&P500. Especially this year, where most non-tech is trading flat, the outsized proportion of tech that makes up \*the market\* is only growing larger.
Yeah, that would be my thinking. Not sure how much of that 30% is “active” managers (still subject to retail in/out flows) but I don’t think “alpha focused” institutional investors are able to independently move markets without retail impact anymore. Maybe small/mid cap names, but large cap / AI / MAG7 growth has to be impacted by retail..
Finally one MAG7 doing buyback
VOO & SPY are literally the same thing. So you better dump it all into one and smartest is the one with the lowest expense ratio which from the top of my head is SPY but I'm not 100% sure. Besides that you do you mate looks fine. Some people will say why r u buying apple it's overlap it's already in the S&P 500 but I personally do the same thing with some companies. Not apple specifically though since out of all the MAG7 companies they're showing the least amount of revenue growth and a fairly high P/E ratio. MSFT or NVDA is the better bet in my opinion, depends on your world view though. I buy based in what I see and I don't specifically see more and more people buying an iphone I see more and more people stepping away from it. I see people eating McDonalds even though it's slop so I buy some extra McDonalds stocks, everyone around me smokes so I buy some British American tobacco and Altria. But then again you gotta find your own twist in how you can invest with the most peace of mind.
just buy the cheapest valuation of MAG7 stocks every year and you will beat the market. Right now that’s META
100% agree. But the thing is I am not actually looking to short term trade. If AI is gonna be as big as some say then I don't think it's late and I'm very happy to sit on a small fun position for the next decade. See what happens! At many points during any of the mag7s play, people would've said the same thing as you dude. Yet they kept growing. Now I know these stocks are not the MAG7, at all lol. But in this space, who knows? They could still capture a lot more growth
Reminder that buying any dip on semis is a must now because everyone who is currently employed and not enjoying early retirement by being early in AI is hedging their own jobs, so semiconductors will trade on premium valuations. Plus, why shouldn't semis deserve high valuations? The semi supply chain is full of specialized oligopolies that went through decades of innovation and can't get outcompeted like a random clothing company or food staple. Semiconductor consolidation over the years make them actually much better than dot com era, they are all literally entrenched in their own niches and can charge higher and higher prices until the MAG7 can't take it anymore.
MAG 7 bleeding out the ass, MSFT can't carry the whole market. SPY barely down -1%
The first MAG7 to hit -3% gets a free bear hug
Ha, yea I guess the MAG7 is basically the same as the broad SP500 at this point.
MAG7 is just the same investors rotating money in and out of each stock
I sold both MAG 7 and VOO! Now to just fall in a coma for three years and see if patience pays off or not. I feel more comfortable holding my money here than anywhere else but it is because of actually reading all the DD and having a background in tech/aerospace.
Sold my MAG 7 position for ASTS 🚀
Everyone is posting trillion dollar MAG7 companies to beat the market consistently, lol.
New MAG7 UCO SQQQ SOXS SPXU BITI SDOW SRTY
USO about to be inducted into the MAG 7
We are likely staying flat for a while... Some MAG7 will go up , others go down. Occasional dip to shake retail & occasional pump to trap
My journey can be summarised as: Feb & Mar Small stock positions Penny stock loss- RDGT & LNKR AAOI PUT Loss NVDA PUT Loss April MSFT CALL Huge Gain MSFT & MAG7 Huge Loss NXPI CALL Massive Rebound GLW CALL Huge Gain May MU, LITE, SNDK & Semicon/Opto/Neocloud CALL Gain The rest you know: US Econ Data Full Loss
\>Unlike dotcom, the money is already here. I mean yes, MAG7 has plenty of money, but the story is different for Anthropic and OpenAPI. I am not really sure about Anthropic at the moment, but OpenAPI is not planning to generate any revenue for several years. This would be okay, but market wanted to build a lot of data-centers for these companies. These beasts need fuck-ton of space, hardware and energy supply to work properly. That is the main issue. We are building mega-projects for companies, that are yet to be profitable and many stocks (like MU, Intel, AMD) are going up because of this process. On the top of that, we already have various no-name stocks doing parabolic moves based on the AI sentiment. Random shoe seller pivoting to AI? Sure, here is a 500 % move up in one day. Some of the AI bottleneck stocks are also one-trick pony growth stocks and most of their growth is only really justified if the data-center building plan is successful. There are 2 risks, which are obvious to me as an IT worker and both are tied to data centers. The first risk is that we will build them and companies like OpenAI or Anthropic won't be able to generate the revenue, that is needed for justification of not only their valuations, but also valuations of any company in the whole supply chain. The second risk is less obvious, but also relevant. New algorithms and hardware improvements are invented by people way smarter than me regularly. If you built a specialized single purpose data center for your LLM and someone finds some sort of hardware/software optimalization to make your specialized data center obsolete, then you have a big problem. \>Productivity isn’t a narrative, it’s showing up in the numbers. Might be. The question is, whether that productivity can generate any extra revenue (which basically only the top management knows or does not know). I personally feel more productive, I am able to generate code in no time, but does that extra pay for Claude brings any extra revenue for my company? I have no clue. AI agents are currently a disaster from the cyber-security point of view, so my ability of generating more code became a double-edged sword both for my personal computer and products of my company. \>No one has a credible “pop” thesis. The issue with bubble pops is that they cannot be predicted, just as you cannot predict any security price. Moreover, the bubble pop is usually caused by something unrelated. Market is a dynamic system, anything can influence anything else and a small change in the system can have large effects.
Nobody has a credible pop thesis? The economy has to pull an entire Apple, Inc out of it's ass to justify the amount of spending going into AI from the MAG7. Where will that revenue come from when we have the following backdrop; interest rates + energy crisis + isolationist trade policies + metal shortages + etc (major food and water problems projected this year). Then the cherry on top is that AI infrastructure has a burn rate of 9% GPU failure per year. No other utility, nor internet infrastructure shares that large of a depreciation curve every year, on top of the fact that GPUs get more efficient every year making previous ones obsolete. There is not enough revenue available in the economy to justify spending in the next 1 or 2 years with the above headwinds. MAG7 are guaranteed overspending, and the money they are spending is circular in the chip and LLM sector. The returns aren't external.
Many smaller companies in the AI, construction, energy space have done very well. If anything it’s the MAG7 that has been stagnant, Meta, Tesla, Apple, even Nvidia hasn’t done much until recently
Tank memory and pump the MAG 7 instead
after NVDA earnings… there won’t be major catalysts. So we will fucked up and there will be a generation of MU bag holders when not a single MAG7 needs ram anymore because China will flood the market with cheap ass memories and disk drives thanks to 🥭
If 4 out of the 7 MAG 7 werent red SPY would of been at 750 already
If its not a MAG7 stock, and you're up 2000%... and youre not selling. There is no price that will be good enough. I'd immediately sell at 2000% lol.
close-to-close moves on leveraged ETFs like MAG10 can wreck options even when the underlying barely moved, because the rebalance mechanics shift your greeks overnight. if you're playing leveraged ETF calls, weeklies are basically coinflips after hours. rolling to monthlies or just trading the underliyng names as perps on markets xyz avoids that rebalance drag entirely.
Im trying lol. I usually watch the S&P 500 and look when it starts changing direction. Yesterday it was around 10-10:15. It wont apply to some pennies tbat are running massively. but the majority of the market turned at that moment. Or watch the MAG 7 for tech stocks, others will follow. Its not a perfect science but it helps.
Because that's exactly why. This shit is a fucking MAG7 stock with a market cap of 3 trillion dollars. This is the GOOGL of 2026. You probably would have said the exact same about GOOGL back in early/mid 2025. That it was dead. OpenaI was eating it's search lunch. That chrome was going to be fucked by anti-trust lawsuits. And look where it is now dude. That shit can and will be MSFT.
Fuck my stupid goddamn fucking life dude. I'm holding an assload of MSFT, and guess out of all the fucking MAG7 stocks, which one was red today? Literally SPY, QQQ, MAG6 stocks. FUCKING MSFT WAS DOWN TODAY. WHAT IN THE EVER LOVING FUCK!!!!
It should move atleast 40% to catch up with other MAG7 run
Because unlike some here that gonna baghold stocks that went up 100%+ already we're gonna print, MSFT is the safest stock out of MAG7, most diversified.