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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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Everything is just rotation between the MAG7. they pump googl dump MSFT. then they pump AAPL and dump Meta. BOOORING
Deth to meme stocks pump and dump MAG7 only
Next up, Apple, Nvidia, AMD, Microsoft - anything MAG 7 shaped. Nutlik already talking about Lockheed Martin. He's going to try it with others and punish them if they don't agree. Anyone doing business with Trump will get fucked hard. He's like the anti-midas where everything he touches just turns to shit.
And why? Nothing explains this market's irrationality more than google underperforming today despite them being by every measure, the literal leader of the MAG 7 in... everything and having nothing but good news of late. Like they literally run your life already. They're the AI leader based on all available AI scientist knowledge. They're neck and neck with IBM for the quantum race. They print money. I literally don't understand it. If there was a stock that should just abs
Why is the weed stock pumping ... can we go back to pumping MAG7
I'm in big. The risk adjusted PE should offset any real losses from a negative ant-trust ruling. If it's a good ruling and the PE normalises to MAG7 average then we're really gonna be cooking and that doesn't include potential acceleration of many products or even speculation in Waymo like we have the Tesla. The Uber CEO said he can't see Tesla Robotaxi's working hence the class action. And then you've got Gemini, youtube, etc smashing it. Such an amazing company.
# MAG7 = own at any price # simple as that
Well without MAG7, the excess money could have gone to somewhere else.
and i'm the idiot who owns none of the MAG7 stocks fuck me
MAG 7 net income / total revenue for their previous fiscal year, in billions.... one of the 7 is not like the other..... i wonder who could be the imposter here. MSFT 101.8 / 281.7 GOOGL 100.1 / 349.8 AAPL 93.7 / 391 NVDA 72.9 / 130.5 META 62.4 / 164.5 AMZN 59.3 / 638 TSLA 7.1 / 97.7
MAG 7 ROSTER CHANGE RUMOR!!????? -tesla +broadcom
so selling rest of the MAG 7 and buying $GOOGL $GOOG shares seems to be the trick and what the institutions are doing? the move for the rest of the year. 10-15% on shares are expected. Wonder if we can crack 50% on options when $GOOGL hits $240
Thats not how it works lol We dont know if the capital held in the MAG-7 would be dispersed among the rest of the SP500 or not if the MAG-7 didnt exist Its totally plausible that the rest of the market is still more attractive sinks of capital than other instruments or other markets, so it could still be up lol
$GOOG is free money. $GOOGL will close $3T market cap this year. Just seems like everyone realized how great it is. AI leader, youtube, Cloud killing AWS, GCP growth and HUGE eneterprise deals. Moving into enterprise sector. Now with 2 new sector: hardware = watches, phones & soon to be the cheapest AI android glasses. $GOOGL is the entire MAG 7! All in 1!
Is tesla really still MAG 7
MAG 7 is leading the market, QQQ next target 576.
There's nothing MAG about Tesla
everyone holding $VOO should replace it with $GOOGL. BEST STOCK RIGHT NOW IN THE MAG 7. Will basically outperform the $QQQ imo. Rotation from hardware multiple to Software multiple will happen soon.
$Googl is MAG7! Netflix - Youtube Tesla - Waymo(somewhat) AWS/Amazon - Google Cloud + Nest Azure - Google Cloud + Gemini MSFT - Google workspace OpenAI - Deepmind Medical - AlphaFold + Verily Drones - Wing Drone Apple - Pixel phones + wearables+ Android ecosystem No competition - Google Ads + Google Search Name another MAG7 that is as diverse as Google.
AI is a scam - the only company making money off AI is NVIDIA, because they sell the GPU's. Our economy is propped up on MAG7 AI CAPEX.
Depending on your risk appetite. You could learn how to trade options, futures or invest in MAG 7 stocks. You could stay conservative and just stick to VOO or index funds like a lot of folks here recommend. Keep in mind that will slow (decelerate) your growth trajectory (eg, you’ll be able to 3x in 30 years) as opposed to 3x in 5 years with stocks.
They have the worst returns in MAG7, IMO they shouldn't even be considered part of MAG7. They really dropped the ball on AI, Gemini is miles behind OpenAI and X.AI. And search has become worse over the past decade. Too much money spent on buybacks, not enough on innovation.
What a great idea. Let's go short on a MAG7 stock that just confirmed a reversal and broke ATH on volume.
Google is the leader in MAG7
The last of MAG7 to go green rn too. When it typically leads the charge lol
lmao classic $googl fashion. Wonder if someone knew today. it was the only MAG 7 to close green.
My obsessive belief in AMZN comes from lots of (what I believe to be) very real places. AMZN crushed earnings and fell 10% over two days from concerns over tariffs and, quite frankly, Andy Jassy being a boring dork who can’t win over investors. Tariffs, while technically real, clearly are not moving the needle for investor sentiment. AMZN also has a bounty of reasons why tariffs could be potentially beneficial, being the dominant retailer with the world’s most impressive supply chain. Tariffs are a great way to drive everyone else out and establish further market control. Basically, I strongly feel that the drop after earnings was largely unwarranted, and a short-term correction back to pre-earnings value is likely. We began to see that correction, but this week washed it all away with what I consider two reasons: Retail concerns and the potential start of an AI bubble popping. AMZN reacted notably badly to the poor reports from TGT and WMT, which I (again) think is unreasonable. Because of their unique positioning as this “do it all” supplier that also has a profitable cloud business, I find connections to traditional retailers to be ill-fit. People are not shopping at TGT and WMT because they are shopping at AMZN, as seen by earnings. AMZN has a very limited foot in the AI game, but is getting punished just as PLTR or AMD. Again, unreasonable considering AMZN has not had the crazy AI driven run up as other MAG7 darlings. My thesis is that AMZN is a robust, well-managed machine that should be largely immune from the concerns the market has been facing for the last two weeks. As I believe in a relatively short-term correction to be reasonable, my hope is that this correction happens before my calls expire. I am down 68%, so there’s a 50/50 this is all just cope. AMZN 9/12 240C
If you ignore the noice and look at the broad picture: We are coming from some really rough years. The economy is still in recover/growth mode since this. Sure, it can get worse, but if you look at the bad news flowing, they are getting blown out of context. Because of this recent bad years, there are more people waiting with money on the sidelines. A more stable global situation can ignite a bombshell of new investment into the stockmarket. A key note here: People are not selling. Most people just sit on their hands atm, and what would be their alternative? Corrections and these red days are so small compared to the absolute bullmarket that we have been in for a long time now. And as im trying to say: There is no real sign that a huge selloff would happen anytime soon. Nvidia reports on wednesday, they can singlehandedly start a new hypecycle for MAG7.
Now everyone rotates back into MAG7 +2% day
No MAG7 wow haha all gamble speculative plays
While I don't disagree with where you're coming from, (I thought the DeepSeek thing was insanely dumb). I disagree with where you're landing. I think the market is finally starting to realize that LLMs ain't what they're cracked up to be. Quite simply, we haven't seen the massive boost in productivity we were supposed to see at this point, in fact quite the episode. MIT's recent study that 95% of companies that have deployed AI simply aren't benefiting from it raised a LOT of eyebrows. Apple put out a research paper last month on why they find LLMs and LMRs to be essentially glorified search tools. It's becoming increasingly clear that Shoggoth is hungry for compute and capex but isn't yet justifying it's price tag. If businesses slow down on adopting GPT/LLMs, they'll cancel contracts for their GPUs, the capex race will slow and it'll be more of an R&D competition (which is what you're starting to see with the high profile talent war in MAG7. The bottleneck is in memory for the models, the talent and time required to build enterprise grade practical LMRs/LLMs, the AI, Energy for Compute, and production of GPUs. That's just all my opinion though, I'm not surprised at the rotation and quire frankly don't blame anyone for trimming/
Buying a ton of MAG7 if they crater on Friday. And they better, finally had the balls to buy my first QQQ option
Once NVDAs accounting fraud can no longer be hidden everything falls apart. MAG 7 will drop 50%+ and kill the rest of the market once they realize. Revenues are all overstated through round tripping revenues. Profits are all overstated through fraudulent depreciation values artificially lowering costs to boost short term profit.
Amazon is restructuring their whole org. They will not compete with the other MAG7 stocks until they finish the restructure. You will not see massive gains like nvidia.
Googl is going to be the MAG7 stock that will suffer the least if this market collapses. All in on GOOGL.
If you want to bet against the MAG7 just bet against the MAG7. Buy some long dated 20% out of the money PUT options. If you are wrong you have a max downside and a tax write off, if you are right you will make a lot of money.
I keep scalping 3-5% gains on MAG7 stocks with 50k. Holy fuck it’s easy to make money
Consider mixing some small cap in too if you're going to do that, not just MAG 7. Why bail on VOO then reinvest in the essentialy the top VOO holdings - what's the point? META prints money. Broadcom and Berkshire - why run? Smaller caps of interest RIGL, MBOT, IOVA. RDW and RKLB are way down with reasonable entry points with the dump. Maybe mix in some defense stocks or ETFs? But as they say - VOO and chill, not a bad way to be - zoom out and look at the long chart
copy/pasting my edit from my previous comment. and to answer your question yes laws of large numbers will eventually lead to slowing growth. but you guys think this is gonna happen sooner than folks bought in on the palantir/AI thesis. that's where the discrepancy happens. edit: i'll add this... pltr is undoubtedly overpriced by any reasonable metric i'm not disputing that. but it comes down to the forward looking aspect. pretend stock price isn't a thing... just look strictly at the business. there's no company on the market short of nvidia doing the things that pltr is doing growth wise. their TAM is unlimited. their ability to scale and increase margins is unlimited. they're sticky too and as of now, don't appear to have any real competitors. for a lot of people, palantir's ascension into a MAG7 level tech company is obvious and only a matter of when, not if. how do you price that on a forward looking basis? how do you price what is an obvious certainty to so many people about a business being super successful? a lot of folks don't want to be day traders. they wanna commit to a thesis that makes sense and they believe in (palantir is going to be a huge, every day name that every company/government in the world will need/use much like microsoft/nvidia).
Wouldn't the fact that MAG7 makes up such a large proportion of the market speak against a hard crash/depression that you talk about? Their cashflows are incredibly strong, and only growing, balance sheets are very healthy and valuations are not at all extended. If anything that could prop up the market in a recession, no?
Hm wouldnt have thought it mattered that much to drive a -1.5% sell off for MAG7 + other big boys but ok. I know there's the dissenters, so this time the minutes would give us more info on their thought process, but still damn ok
Damn why is the MAG7 red and the rest of the market green? What caused this rotation?
Same as when any bubble pops. A recession that'll weed out all but the top contenders in the field. Considering how large piece of the market consists of only the MAG7, the recession might even be a depression. Both timing and severity is notoriously hard to predict though. Could be this week, could be five years.
my META long is doing so far so good, why playing with garbage if you can make money safely with MAG 7. whoever is pumping meme stocks here should have been banned.
Ohh! I think this week is where MAG7 is gonna go full regard in Buyback program. So we either go flat or keep pumping.
Random shower thought. Bezos is the 3rd richest person in the world at around $243B net worth. He will do, for whatever reason, that Latina succubus lookin gal, wants. Yet they had their wedding in Venice at San Giorgio Maggiore in the summer? Venice? I've been to Venice, multiple times and it's ok, pretty muggy and can have an aroma in the summer. Definitely don't over romanticize it. I can see why plebs though would dream of it based on the romanticization, but the best the 3rd richest dude in the world could do is getting married in Venice? Why didn't this dude buy out some super secret island somewhere? Logistics and infrastructure a problem that money can't solve for all the guests? Anyway, $AMZN is one the weakest MAG7 for good reason and Bezos traded down with MacKenzie, shut the fuck up.
I like the play and was considering picking up some. I'm very tech heavy and with the way the market has ballooned up I'm lowering some of my risk in high flyers by taking profit and am switching to value now, and UPS was on my watchlist. I bought UNH 2 weeks ago and that's been a great play. I wouldn't be surprised if the market starts rotating to value a fair bit from here. My exposure to tech will only be in some MAG7 (mainly Google) and a few other names I'm still bullish on.
JPM had been the craziest thing to watch. They essentially became the finance sector after the 2023 regional bank scare. They should be part of the MAG 8. I'm guessing they'll get knee capped when rate cuts finally get here and money flows back to regionals.
WTF you just turned me into a gay ber. AI IS A BUBBLE SELL THE MAG7 REEEEEEE!!! https://preview.redd.it/y11k57dlcgjf1.png?width=120&format=png&auto=webp&s=0c8447d309c5651c0652b9b44064d9bf117bb271
Yesterday I would've said stupid but the market has absorbed all of the shares offloaded today remarkably. Probably a decent shout - Nvidia earnings could heavily impact it though and it looks like money is rotating out of the MAG7 right now
MAG 6 going 🚀 spy dying. Make it make sense
No question, there will be disruptive technologies that will evolve LLMs, or even make them obsolete in favor of a new approach to generative AI. But technology disruption typically offers investment opportunities. If the MAG7 struggle under the weight of their massive spending, there will be other companies that find a way to capitalize on AI, either by reducing operational costs, creating new models, finding new use cases. Nobody predicted Amazon or Facebook or Instagram or Google in the early days of the Internet, but the Internet *made* those companies. In the same way, AI will create new opportunities that will mint future trillion dollar companies. Those who invested early in AMZN, GOOG, FB, NFLX, and many other companies that used the Internet to fuel explosive growth did exceedingly well. Finding the *next* trillion dollar companies fueled by AI and holding them for years can build tremendous wealth.
>PE ratios are a terrible way to value growth companies, especially those in their early stages. The problem is these companies are already massive, and already deeply embedded in productivity, content creation, marketing, the wider internet, etc. My question is how much bigger can they realistically get? >Not sure what you mean about disruptive new technology being a concern for technology stock performance in the coming decades. I'm specifically referring to big tech stocks. MAG7 and company. And the disruptive technology I'm thinking of is specifically AI. Currently, the hot shit is GenerativeAI and LLMs that can write text and create images and videos based on a ton of input data that was created by humans. The issue with these is that at some point the AI generated data gets mixed with human generated and you start having issues. Lack of data creates somewhat of a soft cap on how good they can get. We have already seen with deepmind the way someone with fewer resources can put together an almost as good model. If we see a new type of model or a new way to train the model that isn't dependent on human generated data or raw compute from Nvidia chips the incumbents could be in trouble. Either way, best policy as always is to diversify and hedge your bets.
Yeah but there are some key differences: 1. Back then, the internet was just on it’s first steps, infrastructures were slow and most people used 56K. Unlike now with the Generative AI (Chatbots, images, codes). 2. Most companies weren’t profitable, unlike today (Especially the MAG7). 3. The number of users was relatively low, unlike today which even your grandma has access to AI. So if I had to take a guess, it’d be like a “mature” version of the dot com bubble. There will be a sharp correction, not likely this year, for the smaller companies who “ride” this AI wave. The MAG7 will survive this “bubble” and come out even stronger in the next 10 years. It wouldn’t be a bubble to burst into 0, but partly.
QQQ drops at close, but the MAG7 did not. I'm guessing green by open
I think MAG7 can do Buy Back shares program again next week. If so, then the market should keep pumping.
How to make money in this EASY Market? simple, very simple: I only buy LEAPS ( 1 year minimum) on MAG 7. In the last three years, I have never sold my options for a loss. My selling price is always a profit of $2000 per trade. Either it should go to zero or +$2000. The Market is so easy that it always goes up.
I only buy LEAPS ( 1 year minimum) on MAG 7. In the last three years, I have never sold my options for a loss. My selling price is always a profit of $2000 per trade. Either it should go to zero or +$2000. The Market is so easy that it always goes up.
Shout out to the amazing market markers for keeping QQQ flat by pumping MAG7 while the majority of other tech stocks are getting absolutely drilled
Guess it’s taking turns for ATH on MAG7…today it’s AMZN
Meme stock is a term used in finance the same ways people use the word conspiracy theory to discredit anyone. BBAI is slowly becoming one of my larger share positions, I’m very hopeful of this over the next 2-3 years. One thing you see common in the MAG 7 8 13 stocks whatever it might be at the time is that they all tend to have solid CEO. BBAI CEO was acting secretary of department of home land security and commission US Customs and border protection. You think that guy might have few relationships in the space they are involved in? Glad to see that someone else sees this company potential
Russell 2000 dropped 2%. PPI numbers showing the effect on smaller companies for sure. MAG7 holding SPY right now
The difference with AI brotha is that it can distributed over night, the internet was the foundation but after 40+ years in the making it’s pretty sturdy, AI can be implemented into existing systems to improve efficiency of many things and with that comes the need for more cloud services. Even if you don’t think AI will change the world completely in the next 5 or hell 10 years, they need the computing power which means the MAG 7 companies will rack in money even if the general public is struggling. I’m not saying the market is sane but with money markets cash balances at all time highs, lowering of interest rates predicted you will see many dips just bought up because people have nothing better to put money into, mix in companies growing free cash flow and top line at record highs and well this is what you get. VIX being at lows indicates most of the uncertainty is off the table as investors feel more comfortable slowly DCA again pushing markets even higher. We may a correction but it will not be from something you expect and if these companies keep growing the markets will keep moving higher
https://preview.redd.it/kbysgrqw70jf1.jpeg?width=1179&format=pjpg&auto=webp&s=9eb3e2620ebda48c98cc6531f7c507ece1cca967 If it weren’t for the MAG 7, the market would be dead 😂.
MAG 7 will lead the market today, shrugging off bad PPI numbers. my heavy MSFT long is leading now, casino can't lose.
I think tariff sentiment has held them back as well as other major retailers like Walmart and Costco. If they continue to underperform another 1-2 years the shareholder pressure on Jassy will increase. 5 years is enough to beat the market. Amazon has underperformed the MAG7 and all major cloud providers over this period.
Fr. HOOD is being valued like a MAG7 stock.
Lots of MAG7 puts were bought today 🧐
small cap doing well - on MAG7 rebound tomorrow SPY will rip
It’s crazy how much weight the MAG 7 really have dude. So insane lol
AI and associated automation is the wave of the future, .. but yeah, there’s probably a degree of overpromise + underdelivery in the short run. Maybe take a little off the table if sketched out and put it into fairly non-correlated assets or even cash at ~ 4% if short rates stay as is. Could use an “olde tyme” P/E of the MAG7 too as an inverse indicator = the higher it goes, take a little more off the table, but have a re-entry plan when stocks crash. Still think one needs to be exposed to tech long term though.
Today’s market is reversed. Normal MAG 7’s eating dirt. 🍎 rocketing. Growth stocks taking big dumps
MAG7 doesn’t care about inflation. They don’t even care about consumer spending. Most of their money is made from other tech companies LMAO
I'm with you here on this one! Def noticed this same thing past few weeks except did a mix of calls/puts (mainly calls) for during swings. Play MAG7 and stop after \~1PM seems to work as I seem it only seems take away profits later the day.
You see, Machine Bird, we just can’t buy MAG7 shares around here, or even SPY shares, we gotta go all in on KODK
Buy calls on any MAG7 it’s literally free money LMAO
Can’t wait til MAG 7 are all $4 trillion companies and we have 7 companies worth the entire U.S. GDP lmfao
This! Another 25% drop at UNH is possible but very unlikely atm, meanwhile such a drop could happend with MAG7 anytime the Taco didnt sleep well or some CEO goes roman salute bonkers
#from HUMBLE BEGINNINGS #i FULL PORTED mag 7, formerly known as big tech #back in the year 2014 #NO ETFs #you are probably thinking #must have been EASY back then #NO #redditards will be redditards #all the same spiel and SLOP #no way any company will reach ONE TRILLION, much less TWO TRILLION #DONT INVEST IN MAG 7 #they said #well, now im retired in my early 40s #AND THE FUTURE OF MAG 7 ARE EVEN BRIGHTER THAN IT WAS BEFORE
Why would MAG7 except Netflix be interested in owning hosting rights for UFC? Sounds like “diworsification” to me
I made reference today to speaking to the risk departments of “half the MAG7,” to absolutely blank starts.
Depends what you are in, some things denial phase (MAG 7, pltr), others despair (UPS) or return to mean (ALB)
MAG 7 red except TSLA lol
This is so fucking unreal… Taco may as well just start firing on crowds of people at this point… he is so blatantly breaking every law/rule ever established and fucking destroying this country faster than ever imagined… fuck him and all his bootlicking asshole techie bitches… when Tim Cook kissed the ring this week that was the last of the MAG7, they are all bowing down now.
We have gone through multiple big mega tech earnings already and many of them have been announcing 100B+ capex spending on AI data-centers, where alot of that goes to none-other than Nvidia. If all or almost all other companies in the MAG7 are buying in massive volumes from Nvidia then you think 5T is its limit? Are you going to be saying the same when it hits 6T, how about 7T? Market cap isnt really that relevant, its something armchair fundamental analysis use as a way to justify having a bearish position despite the price telling them its only going up from here. Again though, your money to gable, i might end up flipping your spread to a bullish one and selling it once earnings are out.
OP just bought these calls after massive dump. Buying MAG7 calls NOW is not going to have as great return as UNH. MAG7 also had a massive dump 3 months ago and thats why it ran.
I mean yeah fuck them and a lot other companies but it’s happening anyway so may as well make money on it. Whatever meager dollar amount you as a retail investor can scrap together is a rounding error. I leave my morals at the door when trading stocks. Realistically some of these companies are SO fucked up. I would argue even worse than palantir. Will you stop investing in companies who have data centers that make the water supply in American towns undrinkable? Companies that make weapons that are used to kill Palestinian children? Companies that invest into the other companies I just mentioned and therefore enable them? If so, don’t buy anything in the S&P 500, especially the MAG7. I don’t even blame you for having morals, good for you and invest in what you want but just food for thought here.
I think ASICs comprise like 10% of AI chip spend and based on Broadcom’s estimates, it seems like the high end potential is 20% of AI spend by 2028. So, no, ASICs will not overtake GPUs anytime soon. Second, while the big winners now are the AI hardware companies, the biggest value will be created at the application layer (similar to what happened when the Internet revolution). It is unclear at this point who will win. There will likely be multiple winners, and Google is well positioned, but I don’t see Google delivering outsized gains at their current market cap. I think Google is inevitably on a path to $10T in market cap but the same goes for all the MAG7 companies.
Feels like the GPT-5 disappointment is the start of something. It's not a great leap like they teased, it's in many ways seemingly worse, but somewhat cheaper. The curve is not exponential; it's logarithmic. AGI isn't coming, ASI is definitely not coming. But the MAG7 will have spent several hundred billion on it with nothing to show for it but marginally improved chat bots, and a whole heap of opportunity cost. Commoditized models eventually running locally will take over the space of being people's virtual boyfriends/girlfriends, generating code, or writing slop. The hyperscalars will announce they're pulling back, they'll decline, NVDA will decline, and it will show that the rest of the market and the economy is super anemic. Then the puts will print.
I meant more it’s had MAG7 growth which it definitely does compared to Apple or Tesla especially it’s definitely rapidly growing revenue and net income
S&P actively culls bad stocks and adds new ones. Also, excluding MAG7, it's barely matched inflation. It's survivor bias in chart form.
The stars are aligned for AMZN to rocket upward next week. MAG7 seems to be taking turns pumping, and it’s AMZN’s turn to make up its drop from earnings. The market as a whole has clearly determined tariffs do not matter. Tariffs being the only reasonable fear to AMZN’s business model, I believe that the market will adjust to these relaxed fears and slowly pump AMZN for days in a row. AMZN, as an institution, is too big to fail, and will continue to rally upward with larger market trends over the next week. Baring Bezos personally delivering 🥭 a 20ft gold statue of himself, we won’t be seeing any 8% green days. Instead, I project a slow climb of consistant gains, ending next Friday above 230. I have full-ported my savings account into this. AMZN 9/5 230C
The question is which MAG7 will have a $AAPL pump next?
This really is the MAG7 market and not the stock market lol. What else could be holding this at ATH while so many names are -50/60% from highs. UNH and TTD being new additions to the just got demolished club.
Wdym long term? Shares or long options? MAG7 is usually a good idea for shares
Bro for the fifth time nobody gives a shit about 3% profit on a fucking MAG 7 STOCK bro