Reddit Posts
If you bought any MAG7 for the next 1-5 years, which would it be?
Believe it or not—the new MAG7. Buying this would be like buying MAG7 back in 2013
MAG7 Should be more accurately called MAG6 and drop META
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
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 $MSFT has been weak since blowout earnings?
NVO priced like shit with MAG7 growth rates and defensive core business
Your source for MAG 7 Analyst Ratings
Holding LEAP Calls during Correction/Crash
Which stocks (list inside) will you buy (and why) if the market dips significantly?
Is this bad only being up 20% all time?
What are some Stocks your looking to hold till 2030+?
META is the overlooked growth play within the MAG7
Mentions
Last time it pump to ATH before MAG7 Earning, so probably the same things is gonna happen this time too.
- ASML Earning tomorrow before the market open. - PPI before the market open. - TSM Earning on Thursday after the market closed. If ASML and TSM's A.I Capex guidance is good and PPI is good like today's CPI then I think we'll slowly pump until next week for our first MAG7 Earning (Google On Wednesday). I think slowly buy the dips now may be a good idea 👍
A real threat would be banks not willing anymore to sponsor MAG7 capexes. They are already not very happy that new debt issuance loses value quickly
I’m pretty sure like four MAG7s are red if you’re wondering about the fade
Is that really different than anywhere else in the world versus "asian business mindset"? A lot of monkey see, monkey do. Where there's money to be made, people figure to they can bet it all on black/red. Especially in this generation, I think there was an article floating around talking about how the only way people see out of the despair and misery is to try to rise above the inflation. Also look at American Business mindset, MAG7? Some of the MAG7 is questionable and don't even get me started on BS like Allbirds. Crypto, NFTs, AI, plenty of BS to go around for plenty of companies. Plenty of Westerns betting the house. Its not Asia exclusive.
Wtf! I thought it should be below 200$ by now. Unbelievable it is still above 200$. If MAG7 Earning can turn it around then I think it will go fast up to 300$ in no time.
So tomorrow we’re big green aye? Memory? Space? MAG7? Just send it, mmkay?
Is there still any catalyst left for semis stock? I think only rate cuts, or MAG7 getting profit from their LLM models. All the upcoming earnings are "sell the news". If war ends, money will move elsewhere again
And MAG7 cut capex lol. Actually there are signs, banks are not very eager to buy a new debt from them (offer loans)
Its considered to be the cheapest MAG 7 stonk rn
Rotations from hardware to software begun. Whales massive dumping of ASML SK TSMC INTL etc. and going on cheap MAG7. U heard it here first
There will be a massive rotation back into Tech. Especially MAG 7. Why ? Because folks will realise they actually make money ...
Yeah MAG7 is basically trading at the same levels as 6 months ago but their P/E is so much lower because the cash keeps flowing in. GOOG, NVDA and others are such easy buys if you can afford leaps or just a shitton of shares.
Only if MAG7 increase capex even more
MAG7 been dead because of CAPEX. If this earnings season they announce slowdown in capex then they will bounce back and AI stocks will dump a bit more
And then back to DRAM once MAG7 announces further capex
They're just killing DRAM to rotate money back into MAG7 and pump the market cnbc will give you the narrative after the fact. Enjoy the games
Memory is falling because: 1. Korean YOLO more than us lol 2. Fear of Capex Cuts 3. Yen Carry 4. High Inflation = Rate Hike If Memory price keep going up, then it will be more expensive to build A.I. so when things getting too expensive then MAG7 need to find a way to get money from (make debt) and since we've high inflation then there wouldn't be any rate cuts so less money in the market to pump the stocks. What I think we need is inflation need to be lower so Wash have an excuse to cut rate and MAG7 needs to show that they're willing to hike Capex but they also need to find a way to pay for all that A.I stuff without take in too much debt.
Perhaps AVGO should swap with Tesla in the MAG 7.
Because this place is filled with idiots with zero experience. It was not a news piece, it's insiders leaking financials. You see young child, at the level Anthropic is, with over 90 institutional investors and MAG7 investors, they need audited financials. The audited financials are then used for 409a valuations. These valuations are then used for stock option strike prices and the MAG7s requirement to mark their minority positions to market. Plus the financials are used for their debt market. E.g. people know Cargills financials even though they are closely held. Your cynicism isn't intelligence. It's lack of seeking multiple data points and a laziness to seek to understand.
MAG7 will be the vultures to OpenAI's corpse
Yeah I think the market can just keep ripping for years. But based on data, we may have another lost decade. That’s why my portfolio matches global market cap weights with 38% international, 8-10% emerging markets, etc. And I’m slightly overweight in small caps too. It’s kind of a barbell strategy, I’m mostly missing mid caps which is fine. I feel like this MAG 6 position is very risky since it’s just 6 stocks, but I do believe in a “winner takes all” market so I expect them to do well.
I’ve read that value tends to beat out growth. I have a 40 year timeline so I’m going value. 35.7% NTSD, 20.3% GDE, 10% each AVUV/AVDV, then small amounts of AVEM, EMEQ, SPMO, FMTM, FLCA (NTSD excludes Canada exposure), WTLS, SGRT - and now the 6 MAG stocks. I totally overcomplicated it and made it a mess but my cores are still the majority, I’m just trying to find a small amount of alpha. Spent a ton of time researching ETFs. And lifecycle investing suggests to use some leverage when young, which I’m using a modest amount.
Go to the casino if you want to gamble. 7 months isn’t an “investment”, sounds like you’re expecting a hype train stock instead of looking towards the future with an undervalued, incredibly established MAG 7 company.
It’s the setup for the next leg up… once MAG7 and memory start ripping again SPY goes nuclear
Unpopular opinion: number one MAG7 stock to add in my case would be Tesla, due to the robotics potential, i.e. the Optimus. Humanoid robots are the future - I believe - and Tesla seems to be the best positioned to be the leading company in this area.
Oh Jesus. You don't know anything, do you? There are over 90 institutional investors in Anthropic, including the MAG7. Anthropic has audited financials and quarterly reviewed statements, and top employees. These financials are used for all matters from financing, to 409a calculations. Anthropic isn't a grocery store. Literally get the heck out of this sub. You have no value.
Good point, 10-20% is a lot. Maybe 5% if I have true conviction. I’ve just heard too much that single stock picking is risky and a losing game, I kind of just wanted to see what the vibes are on the MAG7 if I do decide to buy one.
Already buying 1. GOOG 2. AAPL Watchlist 3. AMZN 4. NVDA Wont touch unless something big changes 5. META 6. Microslop Garbage, why is this still a MAG7 ? 7. TSLA
lol what are you talking about, MAG7 are all money printers that can afford to dump billions into AI they’re cooked if they drop out of the race and China will just take over
I think semis should (might) rip again after MAG7 earnings
Worth separating two questions that keep getting merged in this thread: which is the best company, and which has the best expected return from today's price. They are not the same, and for a 10 percent CAGR goal only the second one matters. If you already hold any S&P fund, the MAG7 is roughly a third of it. Adding a single name on top does not give you more exposure to the MAG7 dominance continuing, it gives you concentrated single stock risk layered on exposure you already own. That widens your range of outcomes without raising the expected middle. The commenter who said just buy the 500 for 10 percent is closer to right than it sounds. The only coherent reason to single out one name is a view that the market has it mispriced. And the fact that Google and Microsoft are the near unanimous pick in a thread like this is itself evidence the easy edge is already in the price. If you still want one, the honest pick is the one you can argue is cheap relative to its own cash flows, not the one that feels safest.
Not exactly MAG7 but I bought AVGO around $360 recently to hold for the long run
Trust me I’m 33% international, 10% emerging markets, and 20% small cap value… But I think it’s a bit ridiculous to think the MAG7 won’t just continue to dominate. They are so integrated into society and the best businesses on the planet, based on valuation. I only wanna do 0.5-1% of my port anyways, just for fun.
Yeah I also hold broad funds but I want to gamble with 1% of my portfolio on single stocks. I guess I already have huge exposure to ALL MAG 7… It would just be a tiny tilt to scratch that itch
Is it rotation from semis into SKHY and MAG7 tomorrow?
Schmucks keep falling for these false rallies. The entire market is on the edge of a cliff. Zoom out. MAG 7 can't even afford to pay for employee use of American AI. Shifting to Chinese models. Still no ROI from massive AI spend in sight.
I believe that AI will eventually be accretive to META for example, so I have a small position. MSFT hasn’t been this cheap in years. For better reasons this time, but they are likely to pull through. A simple retating could put them at 30 PE and 50% gains from here. AMZN I purchased some last week. Robotics and AI are definitely accretive to them. GOOGL is fairly valued atm but I kick myself for planning my rebalance of PLTR last summer with the idea of buying GOOGL. Purchased the MAG etf instead and underperformed. That’s the game. Plenty of money to be made in blue chips.
NVDA isn’t the same high beta play like it was a year ago. Risk on means AI infrastructure and Risk off means MAG7
Soooo hedge funds are buying up the MAG 7 and record numbers… how obvious could it be??
The drawdown on SNDK was 35% over a week....over the past 3 weeks, there have been several 100+B companies that have dropped more than 20%....some of the MAG 7 haven't been this cheap (base on PE) since 2016. The entire market dropping like 30+% is most likely not happening, as in this market, when one sector tanks, another moons...just money moving around, not really exiting the market, as there is no real better place to park your money than the stock market. Unless interest rates get over 10%, where a guy can park his money in a savings account and make 10%, the stock market will continue to create sizable gains for years to come.
MAG7 down on average more than 1%, IGV (proxy for SaaS) up a smidge. The only tech sector ripping today is semis, but ripping enough to pull the 100 biggest tech stocks up over 1%. I’ll take it, but definitely feels fragile.
All MAG7 are tanking. CapEx party will be over very soon
MAG7 no longer influence spy, what a time to be alive
They rotate money between MAG7 and semi/memory
MAG7 summer cancelled after a week🥀🥀🥀
MAG7? More like BAG7 amiright?! Har har har
#Just because SPY is green doesn't mean your stocks will be green. If you own MAG7, you'll probably have another shitty ass red day especially MSFT LMAO🤌
I think some big Players are shorting the stock market right now and TACO use Iran war to dump and pump the market so it doesn't go down too much. By dumping I mean make people buy puts or short the market cause of war then come out with good news to short squeeze them. With TACO's friends money and short squeeze it can help pump the market up a little. They're just buying time until MAG7 report Earning in about 2 weeks.
We wouldn't pump hard until MAG7 Earning is over. Except if they cut Capex then we're totally fucked lol. I don't belive they'll cut Capex but instead they'll find a way to raise it, then its all up to the market if they like it or not.
I like how fickle the semi sector is. Goes from one moment the MAG7 are spending 650B this year on CapEx to the MAG7 are not going to spend anything anymore AI is useless sell all your semis as fast as you can!
Fair assessment honestly, there's why the price action is up and down. Both sides have merit, just depends on your risk to reward tolerance. I think MU can be like a 2-3t company maybe even more but I see the other side of oversupply and MAG7 halting their spending so who would they sell to.
LOL, this marks the medium term bottom. Still too many semiconductor bears. MAG7 capex is set to grow exponentially through 2027 then flatten. Still a year left to bull market
Time to rotate back to the ~~BAG~~ MAG 7
As soon as one MAG7 mentions capex moderation semis and mem are going to get obliterated. It's a short term trade. MAGS are the long term steady compounders you don't have to worry about long
Ah yes I forget that having blowout earnings and expected revenue higher than most MAG7 makes you a memestock. Idiot.
Haven't decided yet. Probably a mix bag of MAG7 and something regarded.
I GET THE MAG7 DUMPING BUT WHY IS WENDYS DUMPING FR ? anyways there’s gonna be a tweet here shortly just buy calls
About 2 days ago TACO pump Dell and last time he did that it pumps like 40-50% or so. Some says Technical Analysis is bullish at the moment and if it can go above 435$ and close above that then it may run harder. Plus, Tuesday was a bad day for Tech stock but Dell pump up +3% and close green. That make it looks strong compare to other Tech stock. IMO, in this market the one stock that haven't dump yet will dump harder while other stock that already dumping hard will dumps slowly now. Its better to wait until Tech Index (QQQ/DRAM/SMH found the bottom before jumping in any Tech stock. We'll probably find the bottom near MAG7 Earning and I expected we'll get a little bounce this Friday because of SK Hynix IPO. If what I'm saying make sense to you, then remember that I'm a member of WSB lmao
Man, just a rumor that META may sell compute then the market keep falling. Just think what will happen if some of MAG7 cut Capex....GUH!
MAG7 earnings are way more important now
I think when the rest of non-MAG7 get on the AI hype train and new AI companies get added to the index, S&P will shot to the moon.
Thats because of MAG7. They're gonna hold it up until MAG7 Earning later this month.
It seems QQQ will keep going down until MAG7 can confirm that Capex wouldn't be cut.
(serious question) If the semi+memory trade is done for now, which sector do you think that money will rotate into? MAG7??
Lol when MAG7 turns off their pipe semis are absolutely fucked. Sell while you can
If Samsung pump tonight then KOSPI will follow and if KOSPI pump tonight, then A.I Shovel Stocks will follow and if A.I Shovel Stock pump tonight then MAG7 should dump a bit. Either way, you and I'll lose money tomorrow.
A.I shovel stocks couldn't hold much gain today while MAG7 pumping...
What do you think the most disappointing MAG7 stock is?
Your question is about finding stocks to invest in with a lot of volatility for a duration of 2-3 years. My read into that is you are looking for risk stocks to make larger gains; i.e., the higher the risk the higher the potential gains. Technology stock are where I see the volatility, risks, and larger gains; Especially ones focused on AI (but majority of them are anyway). I would start with what is called the original MAG 7 which are: * **Nvidia** (NVDA) * **Alphabet** (GOOGL / GOOG) * **Apple** (AAPL) * **Microsoft** (MSFT) * **Amazon** (AMZN) * **Tesla** (TSLA) * **Meta Platforms** (META) For the year, they are actually not doing that good compared to other tech stocks. However, for 2-3 year span, they have a lot of growth left including NVDA, GOOG, MSFT, and AMZN. Same with the others but right now they appear less of a definite compared to the 4 I named. But the key is to research them, read articles on them, go to their website and learn about their products, their industry they are in, etc. The more you learn about them the more you learn of other stocks in the tech section because they will be mentioned in articles with the others. Put those symbols in Yahoo Finance and start reading articles that come up and you'll start seeing other companies and if interested, look into them. They key is "learn" about the companies and combine that with your charting and choose stocks that way. You can listen to people recommend this stock and that stock but in the end you should invest in stocks you are familiar with - you do not need to be an expert in the company but at minimum understand what they do, the industry they server, who their competitors are and how they compare to them, their financials, etc. Combining that with your charting, you'll find good stocks on upward trends and will do good with stocks for 2-3 years out.
I'm all cash now and don't know what to do. BE, AMD, ALAB pumped, but on the other hand GLW, MRVL, AMAT and memory did not. From premarket you could not tell which of them could moon. (but now its kind of meaningless to buy any of them) MAG7 are also flattish..
I think hedge funds now want a confirmation from the spending side (MAG7 reports)
Korea has essentially the MAG 2. SK Hynix and Samsung. If they go red the index dies.
To be honest I think that AI crash would only affect the market for a moment and not as bad as people think. Obviously semis would get hit badly, but MAG7 would simply get back to were they were 2 years ago, asset light, heavy money printers, so I've got a feeling that Google, Meta etc would go up quicker than we think.
Yeah, their profits are barely even catching up with inflation in the last five years. Looking at their profit growth since two decades ago / before iPhone just seems like cope, you could justify P/E of 200 and upwards for any MAG7 with this logic. They have a very loyal customer base and I'll be pretty damn surprised if their profits seriously tank, but equally they have nothing really interesting up their sleeve with the potential to seriously boost it. They'd make sense as a 'safe haven' for people who think AI is a bubble but want a 'tech' stock *if* their P/E was lower than that of Google / Microsoft / Meta etc. and they beat them in growth, while the competitors just pointed to theoretical future AI revenue. But with the situation pretty much the reverse- Apple trading at about double the P/E (constantly increasing in the last few years) and with pretty poor growth, I don't really see a compelling reason to invest in them.
MAG7 has been the beneficiary of the rotation. You just don’t see it from a percentage increase since their market cap is still so high
It was a two day move. On Wednesday money rotated from memory stocks into some of the MAG7. On Thursday people panic sold on the dip.
QQQ. Specific companies? MAG-6 (no memes, thanks).
Wow what a reversal. VOO going up, all the MAG going back down
New Q and all of a sudden MAG7 strong
The A.I shovel stocks are getting a shovel up their ass while most of MAG7 is pumping lol
All pension funds will flow into MAG7
Calls at open - MAG7 is starting to pump now
Let's make MAG7 Great again
Dude, fucking typical AMZN piece of shit. Yeah, 3% for the day is cool, but it nearly hit 6%, then gave a shit ton back. And we're still WAY under my average cost of 270. Fuck my goddamn fucking life dude. Oh yeah, and fuck you too MSFT, literally every other MAG7 goes up, except you. What the actual fuck.
Apple holds that trend pretty often too. Pretty frequently ill wonder if the MAG7 is just a theta scam considering the amount of days ive seen AAPL and MSFT counteract the markets moves on both ends.
Survivorship bias mostly. As others pointed out the S&P500 has outperformed the MAG7 recently but over longer periods the Mag 7 became the Mag 7 by outperforming. Before the MAG7 there was FANG. Eventually it won’t the Mag 7 but something else.
Why is NVDA in this awkward ass angle where they dont pump when the MAG7 pumps and they dont pump when semis pump? But they for sure go down when everything is down!!
You have not been paying attention to the market. The MAG 7 has underperformed the S&P YTD. The 493 has been carrying the market. Rotation is the lifeblood of the bull market.
Haha, I traded some MAG7 dailies today. It was stressful, but also kind of easy money (in small increments.)
Next target is pump until July 4th and after that is slowly pump until MAG7 Earning in later July.
BREAKING: NVDA exiting the MAG7 to create the FAG1
Whats going up today? MAG7 is mixed. Memory down, consumer stocks mixed perfomance... what's driving SPY up?
The SPY edging is so blatant, LOL Sell off 3/7 of MAG7, buy 4/7 Or vice versa when dealers want SPY to dip; sell 4/7 and buy 3/7
People want quick money mag 7 earns too slow these days. But for safe money I’m all for MAG7!