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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
Everyone selling all their AAPL they bought this week to buy other MAG7
The real real question is how the fuck the treasury remains solvent. Reminder with OBBBA, all of this CAPEX spend is a direct tax write off. The treasury and Fed get money from LABOUR receipts. The growth to service the debt needs to be 3.5%, productivity gains from AI is 0.5%. Everyone cheering MAG7, you are cheering for the insolvency of the US fed and debt which is already 124%. Net interest now is higher than defence.
2025 performance AMZN was dead last by far among MAG7. You’ll be okay. Maybe sell some CC on some of your shares slightly above your cost basis. That’ll be nice passive income.
AI is fucking over the fed/treasury it is unbelievable. 1. AI is labour replacing, that reduces income tax for what used to be high white collar services (85% of government tax receipts). 2. The OBBBA means the entire CAPEX spend from MAG7 and Nvidia is being funded by the government as they can claim a direct tax write off against their profits. 3. The productivity growth needed to outstrip the debt needs to be 3.5% it is currently 0.5%. This April, tax receipts are going to be an absolute death sentence causing gold to swing bloody hard. Oh and given the recent crypto, tech, gold crash, i expect a drop in Capital Gains tax too. Don't look at the bond market to save things given Japanese looks to be unwinding their treasuries, and crypto (who are a top 10 owner of US debt) is gonna just be decimated. I don't see a solution other than eitiher hyperinflation and frankly massive massive massive QE.
You have 650k worth of AMZN? At what cost basis? You're prob okay longer term but damn that's a lot of eggs in the basket of the shittiest MAG7.
IDK why people put alot of money into risky stocks for long term. I get you that Data Center stocks are hot but why port 80% portfolio into it? This is why asset Management course is needed for all investors or should have a asset manager help you with risk management. Always have 15% in VOO/SPY 15% in QQQ/VOOG 10% SCHD 10% Gold 10% Bonds 25% Individual Stocks like MAG 7 or Monopolies 15% (10% into future bets and less than 5% yoloing on Calls) This way you dont take heat during down turns and will recover steadily once market goes up. Sell gold and bonds when market is down and load up stocks.
Look at MAG7. Insane growth yet getting beat down on valuation. Same with PLTR. It's a broader sentiment these days for some reason.
MAG7 already broke bottom support. Do we buy puts yet???
Why is it even called MAG7? More like GAY7
# MAG7 since 2022... # AI CAPEX: >$800bn # AI PROFIT: 0
inflation, primarily, but there are better vehicles. owning corn before 2017 and selling at $20k would have been pretty nice though. After 2017 highs, would have been better off with a MAG7.
So when are we gonna find out who got margin called and used earnings to sell all their MAG 7 holdings?
SaaS is tanking because AI is going to completely take over that market. MAG is also tanking because they are building out AI. It is totally schizo.
Anyone knows where this 600Bn something MAG7 capex is flowing towards?
MAG7 ? GAG7 would be more appropriate … see you behind Wendy’s …
BRUTAL earnings call today. I felt this was going to happen with the MAG7 spending $600B in capex and Microsoft getting torn down despite having a killer earnings. Plus bitcoin is down - so I bought some puts and put spreads to shield the downside, might actually come out with a profit-we'll see how the market reacts tomorrow, but my guess is IREN will continue to drop maybe even to $25, I will def be scooping more at that level. Hope you hedged some for earnings! Ok this is from my good friend and college gemini..I tried to write it up, but I wrote a fucking novel, here is the basic concept using 500 shares **1. The Setup (The Neutral Start)** Stock Price: $100 Your Shares: 500 Long (+500 Delta). Your Puts: 10 Long $100 Puts (-500 Delta). ATM puts have -0.5 Delta Net Position: 0 Delta (Neutral). You don't care if it goes up or down. **2. The Move Up (The "Sell High" Trigger)** The stock rallies to $102. Physics: Your shares gain value. Your Puts lose value, but they also lose power (their Delta drops from -0.50 to -0.40 because they are now Out-of-the-Money). **The Imbalance:** Shares: +500 Delta (Fixed) Puts: -400 Delta (Weaker) New Net: +100 Delta (You are accidentally Long). The Scalp: To get back to zero, you must Sell 100 Shares at $102. Banked Cash: $10,200. (You now hold 400 shares). **3. The Move Down (The "Buy Low" Trigger)** The stock drops back to $100. Physics: Your Puts regain their power (Delta goes back to -0.50). **The Imbalance:** Shares: +400 Delta (Remember, you sold some) Puts: -500 Delta (Back to full strength) New Net: -100 Delta (You are accidentally Short). The Scalp: To get back to zero, you must Buy 100 Shares at $100. Cost: $10,000. **The Result** You sold at $102 ($10,200). You bought back at $100 ($10,000). Profit: $200 Cash created out of thin air. Portfolio: You are back to exactly where you started (500 shares, 10 Puts), but you have $200 extra in your pocket. Repeat this 10 times a day, and you pay for It took me a few back and forths with gemini to fully understand the concept, but you essentially just betting the stock will move, but don't care which way
Buy more if you can, those are solid companies that will benifit from MAG 7 increased capex.
Let’s talk about how the entire MAG7 is down over 10% on the week. With the exception of Apple being up 7% and Google only being down 5%. Everything looking like doodoo right now.
My hot take... all these MAG 7 companies spending unbelievable amounts on Capex... AVGO while its down is the play!
Issue is you could have gotten way larger returns with other MAG 7 stocks
All of the MAG7 except Tesla cause I don't care for that stock. Many of the big Industrials Utilities
MU SNDK WDC & data centers. Memory shortage still remains, demand is only increasing, and the MAG7 just doubled down their capital spend, literally $600B between Meta, AMZN, GOOG & MSFT alone - the checks have already been written, and regardless of if AI is actually profitable or not - the infrastructure & supply chain for the AI ramp are the beneficiaries of this absurd capital spend.
The decisions have already long passed them. Suppose it comes up again after this "super concerning" 2% drop on the only MAG7 thats been doing well recently, GOOG. You think their arguements for passing it before are being veot'd and thrown in the garbage over, again, a tiny dent in the stock price? Can't believe people like you are real lmao
Has the MAG7 thought about announcing even more capex spending on data centers while keeping it off their balance sheets to avoid depreciation running through their income statements that every analyst and their mother knows about in order to deflect that AI isn't close to profitable yet? Surely another few hundred billion circulating around the same few companies should fix that problem.
It’s actually really impressive. Equal weight is up 3.3%, which is fending off a 5.5% drop in MAG7.
MAG 7 down 9 percent this week
META.. you have to be the biggest piece of shit MAG 7..
Man, 10-15 years ago Amazon was considered a great company to work for. It was an excellent logo to have on your resume and the RSU packages made sure white collar workers got paid really well. Now it’s a chaotic meat grinder. And now having Amazon on your resume means nothing. It’s kind of incredible how fall they’ve fallen. Nobody wants to work there anymore, but that certainly wasn’t the case 10-15 years ago. People went through the wringer to get hired with Amazon and I remember people turning down other MAG 7 companies and choosing Amazon because of the pay package and prestige the logo carried.
It’s cause S&P is a blend and the MAG7 haven’t been hit very hard. There are software companies in S&P getting hammered but the weight isn’t as high, and part of the decline in software is a rotation into other industries so it’s not a net decline. Consumer staples probably up but I haven’t checked
Everything trades like grypto 😂 Look at SPY and QQQ and MAG7
you get Tariffs with the world, Tariffs with Canada, Tariffs with China, Tariffs with Europe, Greenland, and then MAG7 decides it's the right time to pull a $200B Capex EACH Ofc they're out of their fucking mind
Let's play a new game: who will be the first MAG7 to press the "fuck go back" button and rug pull semiconductors ?
a MAG7 that isnt TSLA missing?? Thats just embarassing.
It’s funny how shitty this economy would look if not for Capex by the MAG 7.
Bears are going BIG!! Every time the world burns, I sleep well. Money isn't going anywhere, it's just moving out of expensive AI. MAG7 found dead in a ditch after dropping 10%. AAPL is the only survivor thanks to them throwing their hands up, *"Fuck AI CAPEX, we'll just buy it from someone else!"*
The MAG7 are being bent over backwards by their suppliers in pricing. $200B capex estimate from Amazon is madness and most of that is due to price increases
The MAG7 are being bent over backwards by their suppliers in pricing. $200B capex estimate from Amazon is madness and most of that is due to price increases
How many people on here said AMZN was gonna 'catch up' as part of the MAG 7 and be one of the winners in F2026. Redditors wrong... AGAIN
GOOG had better results today and got hammered anyway (though it did mostly recover by end of day). So by that yardstick AMZN should get hammered tomorrow, and drag the market down with it, as an AMZN miss clearly won't help already ailing MAG7 sentiment, baby!
Amazon stock has had only \~20% growth over last 5 years, been lagging behind other MAG7 companies
Reddit is now in the MAG7 I guess. Move over, Amazon!
If there was one of the MAG6 I absolutely would not want to rely on to save the market it would be AMZN. Luckily it’s not them last for earnings right? Right?
Oh, I bought shares of MAG 7. So edgy
Ok ok ok hear me out. Everyone expecting AMZN to pull the same shenanigans as the other MAG7 at earnings sooooo calls?
What have you been buying bro, the BAG7 were MAG7 all the way up until Jan. Even MSTR was up heaps under the meme it is now
Yea this is my experience too at a MAG7, still so many critical processes done through manual spreadsheet updates and I don't see these things automated just to due the complexity for a long time.
Lol I've worked for MAG 7 and Fortune 10 companies most my career (save that one time I only worked for a Fortune 75). AI is a great tool, when used correctly. But AI right now is the "big data" or "blockchain" or whatever the preceding tech hype train terms were. Tech loves to overpromise but the delivery is always made more complicated by the practical realities of the enterprise customer base that takes a long time to change gears.
So the markets know better than the MAG7 what they should do with their money? What do they want, for them to just sit on cash and not invest it?
I find it it strange that BTC GOES UP AND MAG7 GOES UP TOO , BTC GOES DOWN AND MAG7 GOES DOWN, HUH?????
Every day we get a sell of as another MAG7 report earnings. Is Amazon too obvious?
Completely disagree. B2B gets smashed in weakening economies, SaaS is the first thing to go. The white-collar labor market in the US is vastly weaker than it was 2 years ago and outside of MAG7 growth has slowed too. SaaS gets purchased when hiring is hard and you have to move fast to capture growth. If hiring is easy and growth is low, there's no reason to pay the premium. The impact of AI on SaaS is getting too much attention. Even without AI at play, this pullback is BAU as white collar wages have stagnated, unemployment is up, and small and midcap growth is flat. I'm the guy that buys/negotiates SaaS at corporations and we are either negotiated contracts down successfully or hiring internally and not renewing across the board. Not a single decision has been based on AI anything.
MSFT is the cheapest among MAG7
how the fuck is AAPL so strong. should be renamed the MAG1
Literally everywhere but software and MAG7. Look at Walmart…
I am telling you now that Tesla has a PE of 390, more than 10x the other MAG 7. No one wants shitty overpriced cars, or useless overpriced sex dolls pretending to do our laundry. When TSLA dies, I'm going to cum so hard all day everywhere. You better look out to not get pregnant
Beats don’t mean shit it guidance isn’t good. Consumer economy is getting worse and the MAG 7 funneling every dime into a product that makes all of us unemployable doesn’t sound like it will produce great future earnings
NVDA, TSM, AMZN, APPL. Practically all MAG7 if possible.
KEEP IT UP! I ended up 3.2% thanks to BRK.B calls. GLD calls got THETAed, NVDX didnt play out so bought a shit ton more, stayin away from MAG7 (rotation to non MAGS is happening). Told myself to not touch PYPL OR FISV. My Limit calls didnt fill for PLTR, my puts for MU helped some. Prolly overtraded
So looks like most MAG TECH except NFLX dropped after earnings. AMZN will probably dip too
depends what you bought! Crypto (bottom is no where near), MAG 7 (bottom is close) anything space or memory related (bottom is here)
#Updated MAG7 Earnings Report: #NFLX - MISSED #NVDA - #MSFT - MISSED #AMZN - #AAPL - BEAT #TSLA - MISSED #GOOG - MISSED #META - BEAT #LMAO🤌
I’m staying on the sidelines rn… MAG7 is never going to be able to justify capex, this is why every earnings beat is getting V
i mean when anthropic, open AI, spacex IPO MAG7 trading volume will crash
are we 0-7 on MAG earnings ?
MAG 7 good earning but dump hard so big boys buy cheap then weeks later pump hard
When was the last time all MAG7 were green
Hedgies must have shorted gme with MAG7, now selling their pos
(14 year MAG7 industry vet, principal architect) - it's great at grunt work. OS ports, C++ version upgrades, test suite coverage, etc. It's shockingly useful at debugging production if you feed it telemetry, logs, memory dumps and code. It's probably useful for 60% of the coding and debugging work we do and that's a huge productivity boost. But writing code is probably 30% of what a software engineer at the IC level does. So the doomerism is kind of missing the forest for the trees. I think some of this is just people not having a mental model of what a contract coder vs. web developer vs. software engineer is. They're not the same. We also haven't seen significant downsizing. We already had 50% more work than we had people to do so this isn't so much the death knell as acceleration and cost reduction in high quality enterprise software. It wouldn't shock me if tech debt is reduced, quality is improved and pricing improves - but margins will also improve because of productivity gains.
Probably not generational, but buying the MAG7 that is the most beat up has always been good business.
Get paid today. Thanks for the big tech dips MAG 7 and co
Dip buyers on MAG7 have been rewarded in the last three years. Dip buying on Google, Meta, Apple and even Tesla has been rewarding.
This M,W,F, options on MAG7 has screwed up the premium game pretty badly.
Top comment always hating and spreading negativity for no reason as is the rest of the ppl liking it. Always swear they better than everyone like we ain’t all have to start from somewhere. Ask genuine questions and have a passion to learn and get better each time. Investing at 18 is better than 99.99% of people, you’re years ahead and have lots to learn from. You’ll make mistakes often especially in the beginning, but as long as you learn from them you’ll be in a very good spot moving forward. To keep it short, as others said, don’t ever try to time the market. We’ve all been there before, but you’re not a genius, nobody is. Only invest money that you’re willing to put aside and don’t need, and if you’re investing in very volatile stocks or trading options, only use money that you’re willing to lose. Have a strategy and stick to it. If you’re aiming for 20% returns, stick to it. Don’t be greedy - that is the main reason why you’ll see people online post 1000% gains just to turn around a week later down 50% because they were too greedy to take profits. IMO, if you’re up more than you started with no matter the amount, that’s a win. As long as you don’t lose money, that’s a win. Define your strategy and stay true to it. In your case, you went from $40 CB -> $120 ATH -> $77 where you sold. You made a 50%+ profit. Sure it’s not a 200% profit, but it’s a very great profit regardless and you should be proud you made money, not lose it. Ask yourself if yourself if you’d rather chase the high of timing an exit at the top, or if you’d rather be stressed out that you lost a significant portion of your money/profits because you didn’t take your profits while you were up. Ive been there before and it’s not a good feeling waking up everyday knowing you were up $50,000 at one point but decided to be greedy and now you’re down $20,000. Silver is a commodity and a very volatile one at that - next time you decide to invest in volatile stocks, know first what you’re getting yourself into. If Silver can 20% in 1 day, it can do the opposite as well. That goes for any volatile stock. Since you’re very young, learn the basics first, then look to invest into much safer and less volatile stocks like ETFs and much larger companies like the MAG 7. Returns on these are much smaller, but also means much less risk, stress and volatility. This helps you build out a stronger risk tolerance and investing strategy. When you feel more comfortable, do your research, then move into more volatile stocks from there.
making pennies on my GOOGL covered call, while losing thousands on my underlying MAG7 positions. AMA
2 days ago metals were rotating into MAG7
this could go further down if AAPL follows other MAG7 pattern today
#Out of MAG7, at least 3 are going bankrupt in the next 12 months. My guess is Microsoft, Netflix and Tesla. LMAO🤌
Msft out of all the MAG7 was never a mover to begin with.
I've literally missed the run on the MAG7. I dont believe it is dead so I bought some Microsoft. Down but going to hold it for at least a year until it makes me some money
New ATH for Illinois Tool Works, $ITW Never go all in on just 1 sector. Many here are 100% into Big Tech. If you would have diversified just 25% of your MAG 7 holdings into $DE, $CAT, and $ITW you would be feeling a lot better today.
MSFT losing against inflation, losing against dollar value, and losing against MAG7. What a shitshow
**PYPL:** *misses on earnings to the shock of no one* **SPY, MAG7:** *confused screaming*
2026 is the year tech got obliterated. SaaS and MAG7 (barring GOOGL) are suffering
Every time SPY goes near $700, they dump one of the MAG7 heavy. It dumped META last month or so and now its fucking MSFT
What happens if MAG7 does a SLV dump ?
When you say expected returns keep going up, what exactly do you mean? Outside of semis and the MAG7 most companies have margins around the same percentage as 10 years ago. I don't think of say JPM, LMT or WMT being punished by the stock market but they all have flat or declining net margin. I don't think the stock market punishing companies is responsible for companies like Cleveland cliffs or US Steel losing money making metals in the US, the stock market doesn't affect the bottom line. Wages do though!
> https://www.hedgefundtips.com/january-2026-bank-of-america-global-fund-manager-survey-results-summary/ My cash is producing 4,5% risk free, in this market that gives me freedom to invest when opportunities present themselves. Having cash is freedom, but on a timescale of 10+ years, not ideal. The dividends on MAG7 are in the low 1s, with these PE valuations, good opportunities aren't that plentiful IMO.
We all short MAG7 way OTM and pull all of our 401ks into treasuries.
Tomorrow will be the first fully MAG7 Green Day since the last one
Idk about y’all but I give the fuck up thinking I’m smarter. MAG 7 and my winners to the moon, fuck your meme coin metals and stupid ass shovel companies. Im OUT! Except Hype that’s my next hedge, but I’m sure Gov’t will fuck me too there
It's not a bad sign. If you ask me, it's a great sign. 4 months ago everyone was crying about high PE ratios and forward PEs. Meanwhile, smart people were talking about solid PEG ratios. All these companies are reporting profits at or above estimates, proving forward profits and the previous PEG ratios. In short, after this earnings cycle and maybe a little later, we should start climbing again toward future reported profits goals. Maybe not all the MAG7 because they're priced for perfection, but much of the rest of the market should be fine. TLDR, we're consolidating for the next leg up.
MAG 7 moving like memecoins again. Absolutely rigged for boomers.
MSFT is the cheapest MAG7 stock at 26x earnings. Im buying the dip
Alphabet will lead the MAG 7 in 2027
It's probably the only MAG7 stock that's trading at or below fundamentals.
If everyone could just pile in to MAG7 I would make a lot of money. You guys might lose money but that’s a sacrifice I’m willing to make.
Are we loving these new MWF MAG7 options?
Not only would the stock go to 20 the crash would cause huge margin calls which would cause selling of other MAG7’s causing their margin calls. It could trigger a cascade! The whole stock market could really crash