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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
*Valuation Stretched* Stock up ~ (Yahoo Finance) 138% YTD with a 35.7x earnings multiple. Average analyst price target of $51.55 implies ~4% downside, suggesting the stock is "priced to perfection" (TipRanks). P/S ratio of 4.49x near its 3-year high of 4.54x, well above industry average of 2.74x (Finimize) *Good News Already Priced In* Concerns mounting that the market has already priced in much of the good news from the $2.1 billion MAG Silver deal and higher production guidance (Weiss Ratings) With the stock trading near its 52-week high and institutional buying like North of South Capital's 444% stake increase already disclosed, fresh incremental catalysts are limited in the near term (Weiss Ratings) *Silver Price Dependency* Financial health closely tied to the price of metals on the world stage (Finimize). Silver is notoriously volatile—a mean reversion from current ~$30+ levels would compress margins significantly. Shares vulnerable to pullbacks as traders react to any disappointment in silver prices (Weiss Ratings) *Operational/Execution Risks* Business model heavily exposed to operational disruptions, cost inflation, regulatory challenges and environmental compliance in multiple jurisdictions (Weiss Ratings). Faces integration and execution risk as it manages assets at different stages of their life cycles (Weiss Ratings). Increased exploration costs have sparked discussions about potential impact on future production and profit margins (StocksToTrade). *Jurisdictional Risk* Operations across Mexico, Peru, Argentina, Bolivia—politically volatile mining jurisdictions. Permitting and social-license requirements can delay projects or restrict expansions. Mexico in particular has become increasingly hostile to mining interests. Poor Shareholder Returns Relative to Volatility. Weak dividend support—despite reasonable profitability and 11.29% ROE, shareholders not being well-compensated through dividends for the volatility they endure (Weiss Ratings). Compared with peers like Southern Copper (SCCO) and Agnico Eagle (AEM), PAAS offers similar ratings but less dividend support (Weiss Ratings). *Technical Weakness* Recent session volume of 3.77M shares well below the 90-day average of 6.57M, suggesting pullback unfolding without heavy buying support (Weiss Ratings). Stock losing ground near the top of its trading range rather than extending higher (Weiss Ratings). Bottom line: If you're bearish silver prices, see the MAG Silver integration as a "sell the news" event, or believe the ~30-35x multiple is unsustainable for a miner, PAAS has meaningful downside risk from current levels. The analyst targets clustered around $51-52 vs. recent trading near $53-55 suggest limited upside even in a constructive scenario.
Pretty sure Google has the lowest P/E of the MAG7 right now. So it’s a pretty safe bet regardless of this regard.
Ah... what? BRICS is not some term that just came around. No more than NATO is. It's not like MAG 7. It's an organization that came around by treaty. Just like NATO. https://en.wikipedia.org/wiki/BRICS
What do you even mean. AI isn't some Metaverse pipe dream. It's literally what all the MAG7 stocks are into in a large way.
And yet, had he said "nah we're MAG7 but we won't fuck with AI spending, the stock would have tanked anyways because not spending on AI is being seen as not keeping up with the times.
Sigh dude. I try to catch a stock that's popping, and it drops the moment I buy in. I try to time puts on bad news, and the market rallies on BS. I try to do boring shit by buying MAG7 stock. STOCK. And I'm below my average cost for 3 months, and still haven't made it back to break even. I fucking hate the market dude. I see people here making 500% profit on stupid ass bounces like RDDT, or buying and holding MU a year ago, or playing regular ass SPY put/calls at the right time. Why the fuck can't I ever get a lucky break like that? Overall I'm still like 80k in the hole, but wheeling shit last year made me positive for once. But it's still a slow ass fucking climb out, and META is fucking me over day after day, week after fucking week.
I usually have several stocks in my watchlist that I’d regularly track called the “bench”. These are tickers that I try to stay very up to date with (verify earnings, track news etc). Specifically the stocks that are below their peer averages in P/E ratio is what i usually look out for. For example GOOG back in April/May fell to $150 setting its P/E ratio at 21 which was absurd given MAG 7 P/E ratio was above 30. This signalled to me an undervalued upside. I’d also recommend leveraging PEG valuations as well. Usually use a screener to add new stocks to the bench watchlist that I might take position in. I've used TradingView for screener but I mostly use it for Technical analysis lately. Nowadays I use ValueHunter for screener and for fundamental analysis. Same tool I use for keeping tabs on those bench stock on latest news and events like earnings.
Plus Amazon hasn't run up in 2025 like the other MAG7 names. I started buying earlier this year and it basically did nothing. It's rising fast now though!
MAG7 have $400B which is nothing
This MAG rotation is crazy, poor Apple
Buying the cheapest MAG 7 on breakout is easy profit. $AMZN to $250 Then $META
I benefitted, if was great but now think about the future. Amazon is the laggard right now out of the MAG7. Don't say the same thing next year.
Seems like every MAG7 stock except META and MSFT have hot streaks. META and MSFT just go fucking down and up repeatedly. Making no progress. GOOGL was on a tear. TSLA had a hot streak the other month. AMZN has 3% gainer days regularly. AAPL kind of sucks actually lol, although it's been on a heater recently too. SMDH dude.
AMZN will be the biggest gainer in MAG7 for 2026.
This feels exactly like the rug pull that happens every big OPEX, pump the MAG 7 the week before some "news" hits late Thursday or Friday crush market and IV Monday to Wednesday then pump by Friday. GOOG will go under 300 before Jan 16th, how long will it stay there and when?
All the small cap are ups. I think that's the major reason because the MAG7 is no where near ATH.
\> Because it was so low compared to the rest of the MAG 7 on a P/E basis, yet produced so much profit + plus the full vertical stack for AI readily I agree with you. Which is why I made a switch to GOOGL from NVDA around mid or late October. Yet, there were times when the stock tanked and what not which ate a lot of my profit and wrecked my confidence in option trading and put entire plays on hold. And now I see someone like you to have made an absolute banger on Google. I was buying calls out a month to 45 days out. It just didn't work out for me, that's all I'm saying and I was fully aware of P/E being low and it was being talked on subreddit like r/investing What's next now tho
Stop losses are there for a reason but If you held the MAG 7 you're chillin today and you'll still be after the next drop
I appreciate that and wish you well too. 🤝 In a Chevron shareholder, no options on oil for whatever reason. I stick to indexes and MAG7 due to the narrow spreads, and a little more predictable imo.
30 posts like this every day. There are many sectors and market caps that are under valued. MAG7 has been growing like crazy and people are rotating out looking for growth. MAG7 can be flat for a bit and thats ok.
All MAG7 besides AMZN are down but spy wants to keep making news highs
Because it was so low compared to the rest of the MAG 7 on a P/E basis, yet produced so much profit + plus the full vertical stack for AI readily available in-house, coupled with the fact that OpenAI is trash and the fact that it was even in conversation to usurp GOOGL was laughable. It also helped that everyone on WSB and r/stocks was crying about it dumping even more led me to believe we're going to have another $META moment in 2022. Using the majority opinion on Reddit and doing the opposite can be a good strategy or at least a nudge in the right direction; most people overreact and that's when you want to buy, when there's that heightened level of fear (of course, you balance out the risk of going "all in" with LEAPS or shares to lessen time decay or avoid it all together).
If I had a million 500k in high income etf and 500k in MAG7 stocks. 100k I'd have 70% stocks, 20-25% etf, and 5-10% option plays.
Just keep rotating pump and dumps on the MAG 7 to keep SPY alive
MAG7 probably wouldn't move until middle of January. The pump before earning.
Fucking sigh dude. I've been in META for so goddamn long. Watching other shit rocket to the moon like ASTS/RKLB/MU/WDC, while I get smacked down with red day after red day, and any green is minuscule, 1-1.5% at best. Even AMZN is going up more than META ever has in the last 6 months. Fuck my goddamn luck dude. I should have gotten in on those meme plays rather than buying the dip on a MAG7 stock. FML
Rotation from MAG7 into storage and memory has been slowly happening for the past year, and not a single one of you regards here let me know?
Hasn’t Apple gone higher than Microsoft, NVDA and META in the last 6 months? That’s 3 out of the other 6 MAG7 lagging “rotten AAPL”.
Apple gadgets have never been about being the most powerful and they have more price elasticity than the rest of MAG7 and they are not overly invested in AI capex. They will win long term because tech companies want AI more than their actual customers. Consumers will vote with their wallets, tech companies will overspend and Apple's platform will be where the best AI is implemented.
The only worse performer was Amazon when Tesla is in MAG7?
Yes totally MAG7 companies aren’t buying up nuclear plants left and right to power their grid and infrastructure. Yep - it’s all BS…right.
What is staggering about that MAG7 vs. SPX datapoint? I drilled down into the quoted research report, and that data came from a 1yr look back. So the p/e expansion of the MAG7 outpaced that of the entire S&P500 by 20% over one 1yr; that is very believable
What happened to MAG7? Ruining the entire party.
First company to create an AI fleshlight is going to join the MAG7
I keep 6 months to a year of expense in cash. It helps being confortable with whatever life throws at us. I wanted to be more aggressive with savings but I postponed that because my wife lost her job and it took her 6 months to find another job as a data scientist. Market can get tough. I can lose my MAG7 job too, we never know…
AI is only 3(ish) years old - not enough for a proper bubble. Most of the companies were cash rich. 5 of the 7 MAG7 companies had very average years, or even "bad" ones with Amazons +4%. US rates can go lower if there is an issue. So we'll likely have an average year in returns in 2026. Yes, AI can be a bubble (especially with the OpenAI IPO, and all the data center investments via funny SPVs), but likely will not properly bust in 2026. If yes, then even better as it is not a big balloon yet. Based on this: equal weight SnP is really OK for the year, if you still trust the MAG7 and some other top companies you can do 50% SnP and 50% equal weight. If you really dont trust them do 50% equal weight and 50% all world.
Absolutely. The moment google or meta says “we’re cutting our AI capex” everything will drop like an anvil. Even if it’s only something like a 20% cut investors will view it as a shift that will only get worse and the party’s gonna be over. I do think this capex spending is going to last longer than people think though. The MAG7s outside of tesla have the money to blow and it’s basically a dck measuring content at this point. Neither wants to be the first to give up and as long as their stock keeps soaring they don’t see a reason to stop either. Ultimately what will stop this is going to be when their non-ai growth slows and investors start to view the capex as a big negative, or some sort of black swan even. Who knows what the future holds, that’s why I only have 30% of my portfolio in AI plays (still a lot I know).
Any reason MAG7 randomly went to hell
people taking about an AI bubble, tech recession and MAG7 crash haven’t played Cyberpunk and it shows
Today was just not a good day for MAG7
Yeah, the opening price action with semis going to the moon and SPY/QQQ and MAG7 dumping was quite peculiar.
Its all MAG 7, but AMZN just wanted to be extra homo today.
Fuck your MAG7, 2026 is going to be year of the meme stocks! Then 2027 is going to be Armageddon with SPY dropping 70%
“Not to hate but I’m very skeptical of Reddit investors.“ “but just putting money into MAG7 will have good returns and much lower risk.“ Thanks for proving you’re own point.
There can be multiple leaders. It’s like MAG 7 in my opinion
Mine mostly consists of MAG7, RR, RKLB, Gold and Silver with a couple other defence stocks. Might transition more into energy as that’s what feels like will be next for the AI boom but I’ve yet to read too much into it.
The reality is, if you take away the top stocks, the market is in the dumps. It's pretty much the MAG7 carrying the market. So the rest of the stocks just create a drag on the gains.
Big cap tech, but the only MAG7s are GOOG and AMZN.
Not to hate but I’m very skeptical of Reddit investors. They seem to be momentum and vibe investors. Which is great when it goes well, but just putting money into MAG7 will have good returns and much lower risk.
Lets take piece of shit AMZN out of MAG7 and add AVGO or TSM in there.
Why doesnt AMZN shareholders kick him the fuck out for its horrible 5 year performance compared to other MAG7 stocks
People generally choose VTI over a SP500 ETF for further diversification, not for outperformance. Yes, SP500 has been doing better bc the MAG7 makes up a slightly larger piece of the pie. And that’s been the primary growth driver for any US broad ETF in recent history. I don’t think there’s really any good reason to think small caps will ever consistently outperform the rest of the market esp if we don’t see those ultra-low interest rates again. But that still doesn’t mean diversifying into them is a bad idea. Who knows if tech will continue performing as it has or if it will suffer a targeted correction. Even then, the difference between VTI and VOO is relatively small, there’s no point in debating one scenario over the other.
Is buying MAG7 at 300x valuation investing or gambling? Greater fool theory at play here as well.
I just really don’t get how they could be worth that much. Couple hundred billion maybe, but as much as a MAG7???
People challenge with 'why not own the MAG7' which just seems absolutely daft to me. There's a lot of diversification by having 100 stocks, if Nvidea goes down to zero you still have 91% of your money, only excluded industry is financials too. Ultimately I see this how much you can stomach the drawdowns because they'll always be materially more for the NASDAQ (although you'd DCA so saying it took 15 years to recover is slightly off). I also get that the Nasdaq went down 83% between 2000-2002 but it also went up 374% from Jan 98 to Dec 99... Each to their own, I personally like some concentration and think 100 stocks is enough diversification to recover .
Elon needs to stay a tech CEO and stop trying to act like he is one of us. Cock sucker is out there tweeting about how the somalis should be tried for fraud. TSLA is the largest fraudster out of MAG7. If the democrats do eventually win office, i am almost certain Elon will start pandering to them
Take all that talk of “diversify” over to r/investing, but MAG7 really is the main place to find growth. No chance like an aluminum or car manufacturer will ever grow like that.
Forward P/E is quite low for a tech company growing as fast as NVDA is. Not the worst play for a long-term hold. Still, putting all your money into any one company is moronic. Diversify it across the whole of the MAG 7, at least. Even that's too concentrated for my tastes, but anything is better than one company.
I'm up .025% in my individual account that I started in 2021, not including 2 bankrupt companies that I lost out on 🫠 We're going to try MAG7 and VOO this year and try and lay off the hype stocks...
haven't sold anything but up a crazy amount between PLTR, RDDT and the usual MAG7
Nice. I'll look into it. Don't know their values. You reminded me of another reason I like MU: American Manufacturing, MAG7 companies, and the current administration. Adds positive asymmetric risk.
To reduce my exposure to MAG 7 in the S&P500, take some profit, diversify, I have moved about 30 percent to vxus, about 15 percent to BRK.B, and am leaving the rest in S&P500 index funds. I just feel that valuation of the S&P500 has become high and some diversification is in order.
I argued specifics. I disagree with the premium claim because of the entire NVDA ecosystem ensuring ongoing value. Finally, per your statements, if NVDA can still grow, with AMD growing faster, why are you shorting NVDA? Seems to me theta will eat you alive you're better off putting more into AMD. Funny enough the only MAG7s I own are GOOG and AMZN (new position) and I'm long AMD, AVGO, MU, and some others. I see rotation into AMD and AVGO, but think it's stupid to short NVDA.
Being a boglehead paid off in spades. Being a little greedy with individual picks (nothing too crazy either, just MAG7) when people were fearful paid off even more. All in all, stock performance wise, great year!
I thought I was an options guru from turning 7k to 19k this year. When I finally looked through my history I see I only actually made $800 on options with around 10k in both profitable & unprofitable trades. All my gains really came from my RKLB stock appreciation I sell CC’s on. If you want more consistent wins, look at doing LEAPS or PMCC. My trading has changed dramatically at the end of this year using this opposed to just selling premium. MAG 7 1 year out has been working great for me. I take 20-25% profit sometimes in as little as 1 week.
I’m 58. If you believe VOO’s high concentration in information technology and communication services, capturing the MAG 7, adding some of these stocks always you to diversify and still own great companies. Read about these companies on Yahoo Finance or other sites and start slow. You can also join the American Association of Individual Investors for excellent investor education and model portfolios.
> I also think they are safe long term individual holds as I cant see these companies going out of business (even just considering their balance sheets) Companies can stay in business, and you can still be wiped out as an individual investor. Even big, surging tech/growth companies. Or you can end up in a situation like INTC where they slump from a peak and take *20 years* to break even again, where you have tremendous opportunity cost holding that bag rather than re-investing more broadly. Looking at your holdings - what's your case for being extra overweight in Tesla? The share price versus actual earnings is on a completely different planet (not in a good way) compared to other MAG7 companies. Like how is Tesla a long-term hold? > I can’t convince myself that international or small/mid caps will outperform the top 500 companies in the US long term with what I think is coming from a technology perspective Something to keep in mind is that *even with strong earnings, stock price can stay flat or decrease.* A significant portion of US stock appreciation (particularly large cap / growth) has been from expansion of multiples. Is it inconceivable that we'll see a reversion towards the mean over the next 10-20 years? That ~15 years of above-average stock price appreciation could be followed by below-average? It's how these things tend to go.
By viewing the price action premarket and watching how the MAG7 are moving for confluence. Honestly I usually always just choose calls unless all my indicators are screaming bearish. As Brain Fantana says, “60% of the time it works everytime”.
I have lost track of the themes now. We had: MAG7 SPACS AI Agentic AI BTC Hyperscalers Quantum Space Not sure what I’m missing but the Space theme is fading out now I’m guessing or we are too late. What is next …? Drones ?
NVDA does not have a consumer business like all the others. You could say META also collects a miniscule amount from consumers. MAG7 long-term membership requires hefty B2B and B2C revenue streams. ORCL may become a candidate with B2C revenue from TikTok management yet not sure if this will be the case.
"Is this MAG7 stock undervalued?" "NVO, GOOG, NVDA"
Tesla has 40 billion+ in cash. Although that might not be as much as the other MAG 7 (for now) it's more than enough to fund there nest growth cycle.
That is a dumb take. Amazon has one of the most impregnable MOAT out of all MAG7 (along Microsoft)
MAG7⤵️ META/Microsoft Amazon Google (Alphabet) 7 ☝️🤠👍
Meta is quite certainly the best value play currently with the MAG7 Every single time people bet against Meta, the company has prevailed. Personally, I have been adding.
Besides Amazon being a MAG7 and being basically flat to end the year .. what's the draw?
Apparently not! I just ask the question and count the votes :) I considered omitting companies that clearly didnt meet the definition of a darkhorse, but i didnt want to introduce my own bias into the experiment. It's funny to see smaller companies and MAG7 juggernauts make the same list. Some crashed and burned last year, while others grew exponentially, while the bug onea just pulled everything along.. It sorta balanced everything out.
Idk it might age well for some value stocks. Google has done great. Meta is the latest one that is now in “value” territory by MAG7 standards
I went through something similar 5 years ago losing half my net worth over a stupid stock play. You’ll be fine. I recovered in 2 years and now am far past where I was. Change your philosophy and invest smart. ETFs, SPY, MAG7, CDs, HYS, just areas where the risk of losing is much lower. Time in market for most beats timing the market.
Don’t bother buying options again because you clearly are too retarded and will blow up your portfolio again. Stick with shares on SPY/MAG7/VOO/VTI.
If LLM progress plateaus everything will crumble, starting with MAG7 no longer buying chips from Nvidia.
Once a company reaches MAG7 status they will always be deemed "too expensive" but in hindsight they are almost always the safest long term hold
Totally agree but MAG7 is pretty expensive at the moment, some are kinda overvalued, but I’m still confident in this sector
If you believe AI is the right play, then MAG7 are well suited to immediately dominate on that front.
Fucking Amazon, sold my calls last week for a 50% loss and now decides it wants to act like a MAG7 stock. Fuck me
Huh? Trump and his morons pushed the MAG7 to rip off Americans.
Have you been living under a rock? It’s the S&P 493 outperforming right now. MAG 7 just took a hit. You are not paying attention to stocks! Earnings of the rest of the market are looking better which is why they’re catching up. Oh boy. How much of this bull market have you been missing? Market is up like 23% in 2023, up 22% in 2024, up 17% this year so far. 2026 is going to probably be pretty good despite some choppiness. It’s easy money to be a bull right now, because business is good, despite some hiccups. Don’t fight the data with your doom porn. Money is money.
outperforming MAG7 YTD - love that shiny stuff
GLD outperforming MAG7 YTD loool
All the MAG7 are green except for Tesla and I bought Tesla calls lmao
I'm not an analyst, and honestly don't care about the numbers of this deal. Netflix is one of the few companies that my strategy would just be to load up on if I had any extra cash. There's always rotating bad narratives on various MAG7 stocks and the core ones always come back hard and print money. GOOG APPL MSFT AMZN NFLX Netflix has great management and is a great product. Young people basically only care about YouTube Premium and Netflix. They keep adding more and more things that give them pricing power. Amazon is the biggest subscription everyone has, right? Netflix has nearly double the subscribers as Amazon. And maybe that's the problem as they don't have as much room to grow at the same rate subscriber wise. Maybe not a great deal, maybe not a great stock for years even. But no way am I betting against Netflix long term....they now forever own libraries like DC Comics, Batman, Lord of the Rings, Harry Potter, and so many WB movies and TV shows they have in various libraries they own. The entire HBO library/Max streaming platform. On top of all that, they'll get to make the money from theater releases. Netflix is going to have that pricing power locked in forever. I'd be buying the dip if I were a long term investor. But I'm also regarded.
Geopolitical risk for sure , that and its a foreign equity, gurantees pretty much a lower valuation than MAG7-8 Is it warranted, i dont believe so. BABA is even more undervalued compared to, same headwinds.
None of my plays (besides MAG7) are mentioned here and it makes me happy.
I just go long on the cheapest MAG 7 and keep rotating.... $1.1m so far lol. To easy
that's just MAG 7 with extra steps
Top shelf MAG7 disrupting my portfolio
Bro bought MAG7 and called it nancy pelosi