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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🏔
Mentions
Exactly. You don’t need a gas guzzling pickup truck. You should walk and lose weight. Also, stop complaining about grocery prices you can survive on one meal a day👍🤡🤡 Typical MAG🅰️ t behaviour.
Get out of MAG7 for the next few years imo. This admin clearly is not working for their bags, and they have stated in explicitly.
SOME FUN FACTS ABOUT A PIECE OF SHIT GOOGLE -DOWN 17% YTD -DOWN 6% since a year ago -WORST PERFORMING MAG 7 STOCK -IT JUST PUKED UP EVERY SINGLE GAIN FROM AN AMAZING EARNINGS. HOW FUN?!?!? WHAT A PIECE OF FUCKING SHIT
Bears here should not be shorting during MAG 7. Tariffs won’t affect their Q1 earnings as they were not in place once fiscal q1 ended. All these companies have to do is not guide like TSLA and GOOGL and the companies won’t fall substantially after hours as investors will be none the wiser to earnings declines or negative earnings growth to come this year. Market will begin to correct substantially sometime in the beginning to middle of next month. That being said I don’t see much more upside either. Maybe 2-3% on the SPX I’d sit this week out
I'll tell you what, bers — you gotta have some balls to short during a MAG7 earnings week
> I’m personally of the opinion that these mega corporations in the SP500 are gonna be just fine with whatever tariffs end up happening or not happening. Exactly this. If “individual assassins” who are definitely not “bankrolled by megacorps” aren’t regularly trying to “take out” POTUS, then there’s still several backup plans before the MAG7 get close to any real trouble.
Yes absolutely agree , wait for Dip on MAG7 and then covered calls till normalcy returns !
Thanks for your comments. Do you mind if I ask which names and durations are you trading for PCS? SPY/MAG7/GLD/? 45-60DTE? Appreciate the discussion.
Seems to me there is hedging against good MAG7 earning based on Google earnings. So people don’t want to miss the rally into May, but know that their is headline risk. I doubt VIX flushes without Trump backing off, and if he doesn’t, earning will start flushing down as the ramifications of an embargo with the largest importer turns into Covid 2.0.
Strong earnings, 🥭 blinking, MAG7 dominance
You know, NVDA aside, I think there is a lot of volatility in the other MAGS that is not yet priced into the options. Trump has a deep grudge with Bessos and Zuckerberg particularly. He will never forgive them for the Washington Post editorials and the Facebook face slapping from the 2020 election. And now every other country is looking at the whole "American exceptionalism" stuff and thinking that large US corporations can no longer be trusted to house corporate and private data of their citizens. All driven by Trump's erratic behaviour. So, my point is that I think there is a headwind building that will hinder the MAG7 companies which is not yet priced into the options market. I think the IV on these guys are too low for longer durations. I admit, I'm spit balling a bit here.
My plan is to full port x10 leverage every MAG7 (either long or short) right before market closes and they post earnings, If I'm right with all of them I will be a millionaire. If I'm wrong, well, nothing changes. Literally can't go tits up.
Yes I mentioned MAG7 but I also considered other ones. I'll have a look at energy and healthcare. Thank you
Can you elaborate on why PEPSI is better than MAG7?
You are right, I should have never said "never lose money". My point is that in the long term, MAG7 (except for TSLA maybe) should not make me lose 90% of the value in like 6 months. In theory of course..
QQQ. It’s easier to follow with one of the MAG 7’s, as opposed to SPY that sometimes doesn’t get that lift. IMO tho
Out of all the MAG 7 I chose to hold LEAPS on I chose Google, the fat fucking WHORE Undervalued they say! I am BIG MAD and I'm going to go buy a white chocolate raspberry bundt cake and eat it all tonight as I pour the rest of my gambling money into a non-sensical 9 leg Lakers game parlay 
GOOG fired over 6 of their largest lobbyist firms back in 2019. Crazy how we’re now seeing it come into fruition and even crazier how no other MAG7 company is getting hit with this many lawsuits. Just goes to show how corrupt and how deep the pockets are of the world’s governments.
Who did GOOG piss off in the governments of the world that they just keep getting hammered with regulation and lawsuits? Why do the governments turn a blind eye to the rest of MAG7? I heard GOOG fired most of their lobbyists sometime ago, it’s crazy how something like that can just derail a multi trillion dollar company. Shows how corrupt politicians really are.
Of the MAG7, I like Apple, Nvidia, Google, Amazon. Mid-term (post correction), Amazon would be at the top of my list. Retail giants (Amazon, Walmart, Costco) are likely to increase their market share as other retailers go under. They have greater price negotiating power with importers, so are more resilient against sustained tariffs. Amazon can't really "lose" the AI race. Companies with big current and future AI spend have their data and models running on AWS. Amazon gets a cut of the revenue no matter which model outperforms in the future. Amazon is investing big in clean energy (electric cars + nuclear). This will be a huge deal because 1) it lowers shipping costs for their supply chain 2) lowers data center costs, which are electricity heavy. Apple would be my second choice because they have an incredible ecosystem, brand loyalty, and insane margins (due to app store revenue generation). AI will become more computationally efficient in the future, which benefits Apple hardware. They have one of the best supply chains in the world. I wouldn't touch Tesla with my neighbors left shoe. It's been a marketing / ponzi scheme for a long time now.
If the market drops, all the MAG7 will follow
Retail flooded back into MAG7 just to get fucked right up the ass. LOL
Googl finally getting the attention it deserves. P/E of below 20 for a MAG7 
MAG 7, SPY, QQQ all hitting nice round psychological levels in AH is crazy work.
To say that anyone knows here on Reddit knows, when major investment research firms don’t know, is a stretch. As someone in the industry for a while, returns from Goldman to MFS to Blackrock all say 3%-6% for the next decade. Like them, I don’t like the high premium on stocks now w/a PE of 27 over modern average of 18-20. Over the longer term, I don’t think that earnings will go up enough to bring down that ratio down to its median. Secondly, you have a good amount of overlap in QQQ and VOO. It’s 46% overlap by market weight and a ton of concentration in the MAG 7 stocks. That has gone well, especially in last year and a half. Will it always be that way, probably not. I d consider a mid cap ETF if trying to stay with broad ETF’s and avoid country specific ones. Otherwise, India is a country over next 20-30 years and INCO etf to look at. Pro growth policies, educated workforce, not a Trump trade war target and no tariff yet on services, which is one large segment they provide US companies. If you are not opposed to individual bonds, there is value in large cap IG bonds w/6.5%. It’s a good rate that has appreciation in a falling interest rate environment that is certain to come, whether by Trump pushing down 10 year treasury yields or Fed cuts.
4 of the MAG 7 have earnings next week. Considering what GOOG and TSLA (lol) did I can see us green through all of next week and then when the euphoria dies down and bad news starts trickling in we go back down.
This is a bull trap. This week and next week are MAG7 quarterly earnings reports from Q1, when the effects of tariffs aren't entirely clear and widely spread.
Honestly, why them? Why is Google the scapegoat? They should do the whole MAG7 or no one. 
Goog beating estimates is huge!! We knew TSLA was fucked, if the rest of MAG7 can deliver, bull r back!
This is the 3rd MAG 7 company I’ve heard of doing layoffs. Microsoft, Google and now Meta. Not to mention Intel. Fun stuff. Enjoy the rally while it lasts.
No… but based on weightings in the SPY, I do believe that the MAG7 are all doing 8% better
Imagine going defensive instead of all-in in MAG7 
HOOD should be MAG7 Earnings 4/30
I guess Big Money wants to see what MAG7 has to say about Tariff before making a big move, UP or Down 
Nvidia has so much room to run too. Might get a pullback to mid 530s this week but we're nudging the top of the bear channel with MAG 7 still oversold
MAG7 all up over 5% and general market up 3% and AREC the dog is down 10% haha joke
Maybe a lil profit taking here and then buy back in the good MAG‘s at a 2.5% discount :)
bears said 540 was impossible this week. we're gonna break it before market even opens. #HOLY PUMP, MAG 7 next week bye bye bears
Europoors need to sell their gold, buy greenbacks, invest in MAG7. Everybody wins, except bers but they're used to it.
Nah fam this was 🥭 talking about walking back Ghyna tariffs and the media pushing fake news headlines over what he said to save Elon. Oh so conveniently pushed out just before the earnings call. This is a $30 stock masquerading as one of the MAG7 (I like to call them the MAG6).
I hope you will have the last laugh. Stock has been up YTD. The bar has been set extremely high. If they can beat it, they deserve it. But there is likely hood of a dump at opening where people are cashing out to reallocate money into the MAG7
MAG7 is so last year now it's all about the GOAT1 (MSTR)
Aside from increased volume, does SPY feel like 4/2/25 again today? If so, would the increased volume also reflect the potential for an increased downside? You know what with the rhyming technicals and actual MAG7 member earnings coming?
Needing some red on earnings for MAG7 this week plzzzz
TSLA is the most degenerate MAG7 stock by a longshot. Literally a penny stock for the whales 
India signed a deal today. There could be imminent news in the hours to come which is why there is a Bessent rumor pump today. Could be a 90 day pause on tariffs as well, causing Tesla and all other MAG7 to fire on upward.
I've seen this quite a bit recently and the end of American exceptionalism. What's the best way to invest in this? I rotated more to VT, gold, and bitcoin in February. But I struggle to see other countries replicating the earnings of MAG 7 (minus Tesla) and US tech more generally. Unless we're just headed for a lost decade of stocks
The majority of my allocation this year is international. My reasoning is our best companies (including MAG7) could potentially call it quits and leave the U.S and cut ties if this does not stop within a few years.
Yeah people are crazy to think the MAG 7 will keep trading this low when they best the crap out of earnings
Nah the tech bubble is at max capacity. Look at the premiums on puts and the amount of money expecting most of these tech giants to lose value. This prop up is creating and finding an exit on incredibly exposed positions. We’ll likely remain flat today followed by a bloodbath in futes AH and into tomorrow. That’s what I’m calculating at least based on the recent market behavior and several MAG-7 stocks in situations that will likely prompt big sell offs and how heavily weighted those stocks are on the indexes.
Past performance is not indicative of future returns. Seeing a storm coming is not the same as timing the market on speculations. You need critical thinking. Its true that for most of the history DCA would give exceptional returns for minimal effort. However, today we are living in a different world. Lets set aside Trump and his tariffs. I look at S&P500 and see the MAG7, which has seen diminishing returns over the last 5 years, hence the layoffs. I also see a huge investment in AI, which I regard as another bubble similar to 2000 dotcom. You might not agree with this, but even you should know that this is unproven technology with 0 monetary returns so far. You have to admit that most of your S&P is banking on speculative unproven technology. Besides that, since 2020 we have too much passive investment in the market. Everyone bought into the "index fund and chill" ideology and now it just keeps inflating no matter where the fundamentals are. The markets have become much more inert than they were in the historical data you are referencing. Your bet is that its all the same and you will ride it out. My bet is that the game has changed, but generally we are in another bubble, which is different enough for casual passive DCA folks not to notice. We will just have to wait and see, don't we?
Well of course you aren’t chicken little living in Asia. Let’s be clear the S&P has reduced diversification representing MAG7 big tech. Tech is one of the easiest to relocate assets compared to something like say Fort Knox. Big tech can survive somewhere else in the world it does not have to be Silicon Valley or Seattle. Digital nomads live well in many parts of Asia. Canada, Europe, Asia, etc we will see what happens when the facade of American exceptionalism continues to deteriorate.
Many of the MAG7 other than Netflix (this shit never belonged in the mag7) are basically ETFs. Something like Google/Amazon/Apple/MSFT are in too many sectors, with too many products. You need to diversify if your dumbass is all into Palantir, on the other hand.
Any MAG 7, any chip, airlines, hotels, cars, agriculture- the list goes on - any and all of these were ripe for shorting. BUT GOLD - as the old saying goes, there's a bull market somewhere and guess what - Its in GOLD. As the Templar Knight in Indy 3 told the bad guy - " you Chose poorly"
Probably the biggest contrarian trades right now is to pair trade a long MAGS(MAG7) / short GLD. MAGS -25% ytd GLD +29% ytd
The market is literally not even at a 1 year low…is this real? Stocks are trading at insane multiples and the market is still extremely frothy with the exception of blue chips and *Some* of the MAG 7. We have a convergence of events that will upend the very core of global financial markets and earnings will go down. Many companies won’t even give guidance-do they belong at their current valuations? You do you, but I’d reframe your post as willful ignorance. It’s been roughly 45 days of downward movement after years of parabolic growth. Tread cautiously.
Now this is interesting. $TSLA is pre-earnings and it could bring SPY down. And again on 4/23 horrible earnings from one of the MAG7 yada yada. Then again this is a Casino, so i guess we 'll find out
Your position is not fundamentally wrong and the abstruse price movements around earnings are unpredictable (so your tips for puts around earnings are understandable). I have been holding puts for a few weeks because a lot of things are no longer “running smoothly” in the company and another small aspect is also, on what basis can this company have such a high P/E ratio compared to other “MAG 7”? I am rarely a put trader, but unfortunately there is nothing to support this high price.
So it’s just a matter of time until MSTR is on the MAG 7 right?
Been a bagholder of planet 13 since 2019. It’s impossible for me to just ignore this and pretend nothings happened. Coulda sold for life changing returns in 2021 but greed overcame me. I believe trump will do something closer to midterms cause I have too believe that. Being down 80k instead of selling my planet in 2021 and buying Nvidia and some other MAG7 stocks woulda made me a millionaire in 5 years.
MAG7 AI AI signing titties to get the tariff right pull from an Orange 🍊 man. Welcome to America bring your business here. 
Reddit was bang on with calls on the MAG 7 and FAANG though. They were shilling Tesla since 2018 iirc. On the other hand, Reddit also said Trump isn't serious about tariffs and he'll Uturn immediately, so it's swings and roundabouts.
Guess I’ll be putting the fries in the bag until 7pm for the rest of my life thanks a lot MAG7 
If MAG6 uses less money on A.I then NVDA will go down below 100$ and stay there until at least next Earning report 
Any other of the MAG7 sure, it might. TSLA? No fkin way, that thing is so decoupled from reality or fundamentals that you know they will miss their revised earnings and still be 10% green because robomaids are only 6 months away. They were destroyed on deliveries and were fkin 5% up.
Someone needs to resurface this brilliance on Truth Social, give it a clever name like MAG-ICs, get the orange guy to espouse it, and hope that can mitigate some of the current acute tariff aggression.
She's a MAG7 but an S&P 500
MAG7 flat but spy 1% makes me nervous 
Max pain for MAG7 is 3-5% higher than current price levels. It’s just a theory
NFA. I checked all MAG7 max pain for tmr
Just wait for earnings season lol, which was what made everything rally in the first place. Watch the MAG7 crush earnings again.
MAG7 is old news it's now GOAT1 and only MSTR is invited LMAO
oh right of course. how did the MAG7 do?
If there’s ever one thing that guaranteed its that Walmart and Costco only go up, they are the real long term MAG 2
Elon is in hiding. It's gotta be hard for a narcissist like him to stay out of the spotlight, he even got a custom made black MAG hat to show off. TSLA to 200 EoM
First comment on negative impact on profitability from a MAG7, a sign of impact on wider earnings. If Market goes up today, I'll quit trading I swear.
Idk what makes you think that a “fair price” is 130, when the current P/E ratio is 37x . Obviously it’s going to be a huge company and already is. But there is absolutely nothing stopping that forward multiple from regressing and the “fair price” could easily fall to <$90. I’m not saying be bearish, do realize how insanely over saturated the MAG7 already is.
Those gains were accruing because of MAG7, nobody else.
Trump single-handedly bankrupting MAG 7. Lessgo!!
Look for companies that have good revenue. If the company is booming but stock is falling, good indicator that its a good company long term. I would personally stay away from Penny stocks as they can go up a dollar one day and lose that same dollar the next. Look into the MAG 7 stocks or some etfs. One last thing, Look for stocks that you can get dividends from. great way of slowly building up your portfolio.
Great article. Just came out of a senior leadership team business meeting (operating in a S&P500 company) and the tone was very gloomy. Even at the current 10% remaining tariffs, assuming the 90 day pause for the rest of the tariffs stays on 'pause ' forever, we expect a recessionary environment going back to the great depression already and specifically for the automotive, durables and building & construction sectors in the US (potentially spreading globally). Timing: we see this starting now slowly but surely and expect this to potentially continue for the next 3-5 years with closures, bankruptcies and consolidation of companies.. Any thoughts on this and specifically what is your view on investing (what is invested currently as well as future funds) and how to position. (I am mainly invested in VOO/VGT/QQQ and MAG7...I am specifically concerned about USD weakness that is already showing relative to EUR, CHF etc
Sometimes, despite bad gov policy, companies do well in the short run and give earnings beats that exceed expectation - have this occur in MAG7 and it pay push the indexes up a bit. However, we have Q1 2025 GDP coming up April 2025 and if that trends negative that can be a bear market catalyst - if it trends positive and above like 0.5% you might even see a stock recovery. No one actually knows where the market is headed - and like 45% of the time during recessions, the stock market can edge slightly up. The labor market itself is much more connected to business cycles than just company performance
Yes Household balance sheet is actually in good shape. Americans have almost as much [liquid assets](https://fred.stlouisfed.org/series/DABSHNO) as [debt](https://fred.stlouisfed.org/series/TCMILBSHNO), which is totally different than 2007/2008. Owners' equity in real estate sits [at 72.23%](https://fred.stlouisfed.org/series/HOEREPHRE), a 70 years high! On the Corporate side, at least MAG7 are **swimming in cash**. Their market caps may be humongous, but their balance sheets are pristine. Then we have Berkshire Hathaway with almost $300 billion cash ready to pounce ------- Today's problem is at federal government level. Current annual deficit alone is >$2.5 trillion. How much is that? You can confiscate everything from our billionaires, and only sustain the annual deficit for 9-10 months. If we ever get another financial crisis this time, it will happen in a different form and origin
Because the MAG 7 have rapidly growing EPS, and they are about half the market. Tariffs? Most people believe the worst that will happen is google goes from 25% EPS growth rate to a 20%. Big whoop in the grand scheme of things
Just stocking up on VUG or MAG7. Even if no magic happens, I think they'll go back up to Jan levels. Thoughts?
Bullshit. Sorry but in 2024, every month, we got "debt, "inflation", "rates cut", "omg if there are only 2 rates cuts, it's the krach". Ah the end, nasdaq : +38% The market is greedy. Retails investor keep on playing the dip when they see SP500 making -1% (look X or forum, you see) by playing ETF or MAG7. They don't fear about economic situation because they learn SP500 growth everytime, so "you can't lose" (they don't know in 1970, the would have to wait 10 years to gain significant gain). And Hedge funds are not forced to sell. So sp500 at 5500 points, it's cheap in regard to the political context.
This has been going on for years now. Chinese businesses have been setting up factories in neighbouring countries like Vietnam, Thailand and Cambodia, and expanding operations in places like Japan, the Philippines, Malaysia and Singapore to bypass restrictions, tariffs and scrutiny. And this includes everything from full-on sweatshop manufacturing to services providers to the MAG7. Although, the whole tariff debacle has been ridiculous, it doesn't change the fact that China relies significant more on the US than the other way around. Most people on this sub don't realize it, but the reality is that no other country or federation consumes as much as the US. The EU will never make up for loss US demand. And so, China will do what it takes to continue exporting to the US, even if it means gaming the system.
I'm in same position as OP. Wouldn't putting it into VOO limit your early growth potential compared to individual stocks? I don't really think you can go wrong with MAG7 as they are ones that are supposed to be moving the S&P500 in the next few years anyway. Options is just gambling.
Yea hes clueless. He looks at MAG7 only and says "PE's aRe SkY hIghjhhjjj" completely ignoring the obliterated stocks that dropped 50% and are at very low PE's
Calls on NVdia, Apple, AMD or just the. MAG7 minus Tesla
Yeah most of the MAG7 stocks went up about 4% on Friday. Up another 4% and watch it get torn down
The big volume can be from MAG6 Share buyback. Alot of MAG7 is down -20%+ from ATH so its normal for buy back their shares but of course it can also MMs who is just bullish.
Maybe… or maybe the MAG7 CEOs told him they’re already down more billions than the tax cut would’ve spared them. And as a result, they might decide to raise his unemployment numbers. You know the ones he inherited from Biden and now brags about.
The MAG7 will come out unscathed from all this. Trillion dollar companies usually get their way
I believe you, OP. And I was way ahead of you, actually. Pulled a bunch of risky American equity and went to 20% cash when Trump got inaugurated. My only fear (aside from the capital gains taxes from selling) is that I didn't pull enough to truly take advantage of a crash/recession. Also, and even though I've DCA'd a bit into internationals and MAG7's, the entire market could trade down and sideways from here. For 5-10 years even. I don't know how to make money in a bear market. Because I'm stupid.
Tesla decoupling from the rest of the MAG 7 😍😍😍😍😍👌🏾
My dms are open, if you have positions already id love to analyze them. I really only pay attention to SPY and a few of the MAG 7 cause they’re the most volatile
No it not lol, find a time when the MAG7 is going up but the dollar is going down. The dollar going down means foreigners losing more money through the conversion rate and the investment.