Reddit Posts
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
My mid cap portfolio is making me panic, my MAG7 portfolio is paying for my therapy and hot tub.
I've been in and out. But for real, what does Coreweave do that Hyperscalers cannot emulate, at the drop of a hat. Literally their entire business model is "buy Nvidia chip, lease out compute power". It works now when demand is hot to the point that even the MAG7 wants compute power from them, but Big Tech has already shown with cloud storage that they'd really prefer to have their own hardware and lease it out since it's free money. And more importantly for Coreweave, they're not profitable and they're funding their expansion with debt. If demand collapses (I don't think it will long-term, but short-term is tricky) for even a little bit, they're going to go under, no? Whereas the Hyperscalers are still printing cash, and they can weather a drop in demand. Would love to hear your reasoning.
The MAG7 are basically the infrastructure of the modern economy at this point. Hard to see a scenario where they all just collapse unless something fundamentally breaks
Big difference between the MAG7 which are actually profitable and growing rapidly vs Pets dot com et al which only had a business model and a sock puppet. Not saying we’re not in a bubble. We very well might be but it doesn’t even feel like 1998 yet.
i love watching the big rebalancing candles on MAG 7 at close
AMZN next MAG7 to pop!
Just a note, GOOG is a competitor for every other MAG7 unlike Nvidia or Amd. So strengthening Google’s position further in AI further by buying their chipset is not a good long term bet for Meta or others. I don’t think this would last.
MAG7 is just trading market caps back and forth and pretending it’s economic growth lmfao
Most people on stocks subreddits are either degenerate gamblers or people who think tossing a grand into a MAG7 company will make them millionaires. People unironically liquidated their portfolios back in April.
Goodbye MAG7 welcome back FANG
When does AVGO get to join the MAG7? Or are they and GOOGL in their own club now? The Broadoogle Brahs
Best MAG 7 ETF TO BUY IS.... $GOOGL cloud, yotube, android, pixel, Waymo, Tpu, search & drug discovery.
It's basically MAG 7 etf into 1 company now. And a protected monopoly lol
It’s closes to 6-7% for SPY since MAG 7 is about 36% of SPY for NVDA. You also have to factor in all the other sectors. It’s more than 7 companies.
Now it’s Google vs MAG 6 fan boys
Ok, pelocy with their leaps, insiders and goldman shorting division who did +30% in Q1 are gamblers. Happy DCAing to get a cool +15% within 2Y. Literally Google and amd unique companies with growth in tech MAG
I don't think rates matter nearly as much for AI investment, at least not for the MAG 7. It seems like every talking head that Bloomberg has interviewed since Metas earnings report has the outlook that AI investment is rather elastic right now, regardless of rates. It's everyone else that utilizes debt that's struggling. Between tariffs and rates, there are several sectors that are effectively in a recession right now.
It's really starting to piss me off. I bought NVDA, GOOG and AAPL all at the same time, each purchase represented 15% of my portfolio by cost basis. They were my big three, my pillars of MAG 7 happening s and since then, GOOG is up 56%, AAPL's up 19% and NVDA is up 1%. I'm not gonna drop it because I know it's not going anywhere and eventually I'll be happy it's in my portfolio but I need it back at 200 so I don't feel like an idiot.
Novembear lowkey feels like it’s over with all these MAG 7 companies coming out and screaming bout AI to pump the market
Forward P/E on S&P 500 is sitting at around 21 or so. Forward P/E on Mag 7 is sitting around 28. But the PEG ratio for the index is sitting around 1.3, which is about average. Clearly the MAG 7 plus a couple of more I would throw in are pulling the index up in terms of P/E. But I would argue there is a rational growth expectation to it. Why because the vast majority of these large and mega caps are remarkably profitable with very high quality earnings. It is a ln extremely false comparison to compare today to the .com crash. Virtually ALL of those companies were not profitable and had no rational reason for the valuations they had. It was the epitome of over exuberance. This is not that. I would argue this market deserves a higher premium than the 2000 market. Or even the 2010 market.
Soooooo why has MSFT sold off and yeah you can just make free money from this. A bullet proof strategy is just buy whatever MAG7 has dipped and just wait.
All I want for Christmas, is for the MAG7 to have a merger and basically become The United Stocks Of America, U.S.A and rule the world while corn goes to $0.
Easy short would be the neo clouds. They take on so much capital risk for about 20% profit margins.. $NBIS $IREN $CRWV $WULF $CIFR All because of a GENIUS STRATEGY This is how it works: 1 - Hyperscale customer signs a contract that barely makes money over the term 2 - Neocloud must borrow massive amounts just to build the data center 3 - The MAG7 client will pull the rug on the neocloud at the end of the term - neocloud goes bankrupt 4 - Hyperscalers scoop up fully built datacenter for pennies on the dollar! Bonus: The MAG7 buys up all extra capacity so other startups can’t access any compute the next 3-5 years. It’s a genius strategy and it’s playing out in real
MAG 7 earnings up 18.4% YoY in Q3, lowest since Q1 '23. The other 493? 14.7% vs expected 5.9%.
MAG7 doest stand for "best performing stocks" but for the "biggest" (1/3 of the whole index!) otherwise Iwould miss PLTR and VST. So, how does stoxx600 perform without the biggest 7 players? It performs better! US MAG7 pulls the s&p500 while europes top7 brakes the stoxx600 | Segment / Index | Performance (YTD 2025) | Gewicht im Index (ca.) | |:---|:---:|:---:| | **Mag 7 (US)** | **+46,1 %** | ~32 % | | S&P 500 | +13,4 % | 100 % | | S&P 500 ex Mag 7 | -2,0 % | ~68 % | | | | | | **STOXX 600 ex GRANOLAS** | **+19,8 %** | ~75 % | | **STOXX 600 ex Top 7** | **+18,4 %** | ~83 % | | STOXX 600 | +16,4 % | 100 % | | STOXX 600 Top 7 | +6,5 % | ~17 % | | GRANOLAS (EU) | +6,2 % | ~25 % |
Once you remove the US's top performers, Europe has outperformed the US. Duh, you're comparing the two after removing the top end of the bell curve for only one. Counterpoint: wouldn't that then mean that European stocks have grown more and are therefore more expensive than the remaining US stocks outside of the MAG7? You can flip this narrative the other way around and it's just as compelling.
FTR, the best of European stocks (EURO STOXX Select Dividend 30) is +35% over 12 months, but I don't know whether these trackers are available on US stock exchanges? See e. g. here: https://www.justetf.com/en/how-to/euro-stoxx-select-dividend-30-etfs.html So, pretty comparable to the MAG7, probably
Yes, because they aren't running away from the rest as much as the MAG7 are, and they aren't weighted as heavily as the MAG7.
ChatGPT answer: Does Europe Actually Outperform Without the MAG 7? Yes, there is evidence that European equities are doing very well recently, especially when you discount the U.S. mega tech stocks. No, it’s not a slam-dunk that Europe always beats the U.S. when you remove the MAG 7 — the data depends heavily on time period, which index you're comparing (MSCI Europe vs S&P 500, etc.), and currency effects.
Is the US beating anyone if you remove the MAG7?
So QQQ, META and MSFT are the less risky plays and the others are very overly beat up riskier plays. Crypto seems to be crazy beat up. That was just me allocating some money to riskier assets. The others are arguably safer more stable plays. MAG 7 and large index. Makes perfect sense to me. May cut losses on some and re enter new positions are better strikes
Entire feed and news this weekend was about how Google has become so dominant in AI. Expect rotation to begin from other MAG 7 into $GOOG and also away from hardware stocks. If we are lucky we might even see $315. Hopefully $310 though.
Two weakness I see in this strategy, no mention of what range the sold options are (OTM, ATM, ITM?), no mention of net Vega. 1 - ATM has the highest extrinsic & near dated has highest Theta, 2 - Vega can wipe you out if you're buying META at this dip, where IV is relatively high right now for the whole tech/MAG7/FANG sector. Meta's IV is roughly 30% higher than it's usual low point between earnings, the higher Vega of the 30 day long option could crush if news/sentiment in tech turns optimistic.
Over the last 5 years, I believe those stats. Esp. With MAG10’s and depending on how calculations are done. Past performance something something…
If you invert Reddit that means shorting Nvidia, FAANG, and thw MAG 7, which won't have done you well for the last 5 years.
> Second, Google has trounced the QQQ by 1.5x over the past 5 years and by 2.5x since Sundar became CEO. This is mainly because the market is not properly weighing the companies risks within the stock price and is overhyping the potential of AI. GOOG is pretty underwhelming the past 5 years compared to other MAG7 stocks like Tesla or Nvidia >Google dominates every market it plays in Search, Ads, and Youtube (kills Netflix by a wide margin). They are priced based on maintaining this dominance and growing, though. The real concern is they will lose this dominance to OpenAI and X AI
The overweight to the MAG Seven will return to some normal level and that will be very painful for a lot of investors.
you are investing in some of the most volatile stocks out there. I personally only invest in MAG7 for individual stocks. The current sentiment is negative and it is possible we are going down further. Continue to hold
Another week of MAG 7 rotation into just $GOOGL & $APPL
You never know. Welcome to the crazy degen world. But on a serious note, i believe these MAG gonna hit the roof within the next 5 years. We only have to be concerned if we are able to defend our jobs, get that income and invest in these companies
I’d bet you’d be better off not doing the speculative stuff. Keep a few MAG7, and then put more than half into VOO & VT and chill.
NEWS $GOOGL $GOOG Rotation in MAG 8. $META , $MSFT, $AMZN ROTATING INTO $GOOGL AS GEMINI IS MAKING WAVES IN AI AND CAUSING PROBLEM FOR AI. SEARCH EXPECTED TO GROW 15% YOY WOOOOOOOOOOOOW!!!
I only trade IWM and SPY 0DTE, IWM simply because it is cheaper than SPY and excludes MAG 7 which can be better on certain days.
https://preview.redd.it/8sass6vowm2g1.jpeg?width=3088&format=pjpg&auto=webp&s=4e750dd75651b86ecfcea7a561aa196dcd755b6e Nvidia and the other MAG 7 rn
If the MAG7 gets news, SPY can touch $663.5 easy
This sub and the wider investing public is (understandably) fixated on tech/AI, myself included. I'm buying META, CRM, RDDT, and a biotech penny (unnamed - rule 7). But keep in mind $100 made in a boring ass legacy company is the same as $100 made in MAG7. [XLP](https://www.google.com/search?q=xlp+stock&rlz=1C1CHBF_enUS984US984&oq=xlp&gs_lcrp=EgZjaHJvbWUqDggAEEUYJxg7GIAEGIoFMg4IABBFGCcYOxiABBiKBTINCAEQABiDARixAxiABDIOCAIQRRgnGDkYgAQYigUyEwgDEC4YxwEYkQIY0QMYgAQYigUyDQgEEAAYkQIYgAQYigUyDQgFEAAYgwEYsQMYgAQyBggGEEUYPDIGCAcQRRg80gEIMTU5OGowajeoAgCwAgA&sourceid=chrome&ie=UTF-8) Consumer Staples is a good buy. I bought 2,000 shares of boring old Campbell's (CPB). PG has had a big pullback but reliably makes $80B/yr in revenue. Just something to keep in mind during the latest tumult.
Bullish on AMZN, wild to me how the market views them as one of the weaker MAG7s.
493 out performing MAG7?... 🤔
SPY is up more than any of the MAG7 are up. Fishy
If bitcoin ever got to $1m, wouldn't it be worth more than the entire MAG7? Who thought this would happen?
US Government is investing in all MAG 7 companies. News will come out around 9. You ger bers are fucked!
Lol. People who sell now will regret it. MAG7 gave excellent earnings results, and the market is going down for some bullshit reason called AI bubble shit. QQQ +6% EOD.
Monster record earnings season from the MAG6 and so much panic and tears in the comments. $250k in cash waiting to load up on the gay bear overshoot. Bears are fukd.
All of MAG7 has cooled off at we’re at 650.. we’re def hitting 700 EOY
Will today be the day TSLA dies with the rest of the MAG7? No, no I will not. Onward to 500!
Irrelevant either way. The whole german market is worth less than some of the MAG7
META probably, disgusting retard child of the MAG7
Well I aks Gemini which of the MAG7 has the biggest MOAT and it said MSFT…. which is funny at least. I also Believe in Google, but of course uf they lose ad business market share stock will go down short term . Long term they have best chances to succeed.
LEAPS. Particularly on META since still a great company, crushing earnings and lots of upside. It is below 200 MA with a low PE providing good entry. AMZN looking very good too as it approaches 200 MA. Cant go wrong with MAG 7 stocks
Plenty of opportunities to buy now/soon: AEVA $8-9 TDOC $6-7 SMCI <$30 FLY $17 (I like it here, they posted solid earnings) CRCL <$68 GTLB <$40 OSCR <$13 UNH <$300 INOD $40 Out of the MAG 7 - I’ll wait patiently for AMZN $200 (if it even gets there) to load up.
Going to be the MAG6 sooner or later with Tesla’s income.
I'm not even sure the Truth post that would be required to V this market. "100 FREE SHARES OF MAG6 STOCKS TO EVERY STRAIGHT, CHRISTIAN AMERICAN. TYFYATTM (and quiet piggy, TSLA)"?
So true. If every average investor's 401K automatically buys an index fund every month, then all stocks in that index go up. And this goes beyond S&P 500 index funds. Some funds are "entire stock market" funds. But if MAG7 takes a dump, lots of those average investors panic sell their index funds. And everything else takes a dump too.
TSLA is literally trash and based on pure hopium. At least the rest of the MAG7 makes money.
If you have no idea just buy an index sp500 fund like SPYM and only check on it like once a year and never sell. To answer your question, one simple thing to do is look for the MAG7 stock that has the lowest PE and buy some of that. It's not guaranteed to work, but historically it has done pretty well. Earlier this year it was GOOG, and now it's META after the drop.
$AMZN has to be the worst MAG7 to trade
Only chip makers are making money, every AI project run at a huge lost. The MAG7 are doing OK now because they have billions of unused cash offshore they can bring back and spend. When that liquidity is all burned into useless datacenter, thats when its getting interesting. Reminder, each AI version cost more in energy, they are not more efficient, they are just working on improving it. We are not even sure if its possible to make AI efficient. We are not even sure if the US can increase its energy capacity to match AI demand. So yeah, its a bubble, but it could burst in a couple years only, so enjoy the gains.
Whoever is pushing this narrative, can you stop using the NASDAQ100 and show us them tiddies with MAG7 instead.
Welcome to the stock market where 3-4 months ago, Apple and Google where deemed to have missed the AI cycle and will be lagging behind the other MAG7 companies and look where we are now Google and Apple are now one of the leaders of the MAG7 while erstwhile leader META is now lagging behind lol.
I won't be surprised if the SPY being led by the MAG7 does a WWW all day finishing in the red.
BTW I agree that 5T is kinda scary but I see no other alternatives or better solution than NVIDIA’s GPUs in sight. They have the best tech and the ecosystem. Others, like AMD, is not coming close. When in doubt, I would just buy all MAG7, split equally. Right now, Meta could be the most “value” oriented. Long term and if I have to pick one, I would go with Google.
Tomorrow could screw you sideways and throw you under. First, the IV crush happens. No clue what it was before market close but it will be much less tomorrow. It could start at $190, $196 or $200. The good news is you picked the right side. The bad news is it didn’t move enough AH for this to be extremely profitable. Being above your breakeven means your contract will be worth more! Even if it holds at $196 that contract should be worth about double what you have in. The problem is what do you do with it. Personally I take profits especially since the darling of the MAG7 hasn’t been substantially manipulated lately and also their earnings are now NVDA wow factor. It’s been basically priced in. Take the W, even if it ends Friday at $200 who cares about the extra 100%. Take the double, take the W
People under 50 selling NVDA shares at any point over the next decade gotta stop trying to time anything. Buy any time it dips 5%, and any subsequent 5% dip after that. Shed some shares after the recoveries if you need some capital. You can do this for any MAG7. It’s not hard
Oh they’re real. So is weight loss drug bubble. Look at the “not American company” NVO vs LLY … look at the AI / data center stocks that aren’t MAG7 …. That divergence is a bubble
I've got a MAG7 rolling 20 racks a day of B300s into a new DC with no end in sight. Buying opportunity.
I NEED MAG6 BACK TO ATH BY EOM (not you Tesla)
Which companies in MAG7 may crash heavily when the AI bubble pops?
META and AMZN worst MAG7 stock
it's easy to forget. 10% swings in btc eth are like 4% swings in FANG or MAG 7.
Gah Damn META. 20% of your total cap just evaporated over the course of 90 days? That is actually fucking insane. Imagine if the rest of the MAG 7 corrected accordingly. So much pain left.
And you must trade on technicals too right? COST has a richer valuation than MAG7.
The only way AI is profitable is when the MAG 7 sells their snake oil product to some low IQ start ups or boomer corporation that has FOMO in the latest hot thing to "get an edge".
I didn't. Because I retardedly thought that a MAG7 stock wouldn't drop 1-2% every single fucking day for 3 weeks straight.
All the META money go directly into the better MAG7 GOOGL
Meta the MAG 7s regard brother
The P/E ratio of Cisco was higher after the crash than the current average of the MAG7. While we could be in a bubble, people shouldn’t be looking at P/E ratio to make that determination.
All this FUD but if you take a step back every MAG7 company has entrenched itself with one another and OpenAI to the point it’s mutually assured destruction if there is a bubble. The only reason these companies have done so many circlejerkfuck deals is because they’ve made themselves too big to fail
Only if you MAG7 and/or purchased 100% of your stocks before April
People love Costco. They love it so much they are buy and hold and dgaf about fundamentals. That’s why it has higher PE than all MAG7 with the obvious exception being tesler.
I mean let's put it this way, if Meta (a MAG7) does not come back even remotely from the price it's at right now... We've got some bigger problems.
I think your better off buying VXUS and getting some international exposure. If you want to reduce exposure to the MAG7
MAG7 musical chairs, I do it and it has worked beautifully. Kinda like the old dogs of the dow strategy.
My full port list is a combination of META, MSFT, AMZN, GOOG, because for me, there is no "MAG7", it's MAG. Just MAG for life, no 7s and stuff.
I think at best the MAG 7 is dead money. Rotate your money to something else. At worst I think a major recession is coming and I would be in cash. If not cash then defensive (think General Mills).
Probably a dumbass question, but why are people acting like the Saudi investment of a trillion dollars into the US is a big deal? The total market cap of just the MAG 7 is way more than that...
I thought it was impossible to be MAG7 bag holder but here we are
META and AMZN competing to prove who’s the shittiest MAG7