Remember:
Tesla is included in the MAG7 when it comes to stock valuations but excluded when it comes to earnings 🧐 🧐 🧐
Tesla is included in the MAG7 when it comes to stock valuations but excluded when it comes to earnings 🧐 🧐 🧐
November 13, 2025 at 7:41 PM
Remember:
Tesla is included in the MAG7 when it comes to stock valuations but excluded when it comes to earnings 🧐 🧐 🧐
Tesla is included in the MAG7 when it comes to stock valuations but excluded when it comes to earnings 🧐 🧐 🧐
“.. MAG7 has underperformed SPX ex-Mag7 by >10% over the past month, and the pair has hit a new 2026 low.”
- MS desk
- MS desk
June 24, 2026 at 3:11 PM
“.. MAG7 has underperformed SPX ex-Mag7 by >10% over the past month, and the pair has hit a new 2026 low.”
- MS desk
- MS desk
If I had to guess it’s probably Quanta and Foxconn who build all the servers for the mag7
bsky.app/profile/suns...
bsky.app/profile/suns...
The two customers are probably Avidia and Bvidia
February 25, 2026 at 10:55 PM
If I had to guess it’s probably Quanta and Foxconn who build all the servers for the mag7
bsky.app/profile/suns...
bsky.app/profile/suns...
OPCO: “.. MAG7 plus AVGO 1-yr trailing relative returns versus SPX since 2015. MAG7 relative return has only gone negative twice in last decade (2019 and 2022-2023).
“.. Performance got as close to 0 on June 25th, at just +2.0ppts. History says that's exactly where this group tends to bottom.”
“.. Performance got as close to 0 on June 25th, at just +2.0ppts. History says that's exactly where this group tends to bottom.”
July 21, 2026 at 2:35 PM
OPCO: “.. MAG7 plus AVGO 1-yr trailing relative returns versus SPX since 2015. MAG7 relative return has only gone negative twice in last decade (2019 and 2022-2023).
“.. Performance got as close to 0 on June 25th, at just +2.0ppts. History says that's exactly where this group tends to bottom.”
“.. Performance got as close to 0 on June 25th, at just +2.0ppts. History says that's exactly where this group tends to bottom.”
JPMORGAN’s desk calls #DeepSeek “the first major fundamental challenge to Mag7 and the AI theme ..
“.. it is too early to abandon Mag7/AI theme especially with earnings this week. That said, I do think this accelerates the timing on when the market will want to see an ROI on AI investments ..”
“.. it is too early to abandon Mag7/AI theme especially with earnings this week. That said, I do think this accelerates the timing on when the market will want to see an ROI on AI investments ..”
January 27, 2025 at 11:21 AM
JPMORGAN’s desk calls #DeepSeek “the first major fundamental challenge to Mag7 and the AI theme ..
“.. it is too early to abandon Mag7/AI theme especially with earnings this week. That said, I do think this accelerates the timing on when the market will want to see an ROI on AI investments ..”
“.. it is too early to abandon Mag7/AI theme especially with earnings this week. That said, I do think this accelerates the timing on when the market will want to see an ROI on AI investments ..”
“.. Here’s the monthly spread between the Mag7 and the Nasdaq 100 … on pace for its best month of o/p in ~6 years.”
- Jefferies desk
- Jefferies desk
July 16, 2026 at 3:31 PM
“.. Here’s the monthly spread between the Mag7 and the Nasdaq 100 … on pace for its best month of o/p in ~6 years.”
- Jefferies desk
- Jefferies desk
Sure, Tesla is the only Mag7 stock whose core business is declining but just wait until they build self driving robots that take you on a piggyback ride to Mars.
August 30, 2025 at 1:27 AM
Sure, Tesla is the only Mag7 stock whose core business is declining but just wait until they build self driving robots that take you on a piggyback ride to Mars.
MS DESK: “.. MAG7 saw the biggest day of buying since mid-August yesterday (+2 z-score buying event) and the fourth consecutive day of inflows ..”
October 29, 2025 at 3:39 PM
MS DESK: “.. MAG7 saw the biggest day of buying since mid-August yesterday (+2 z-score buying event) and the fourth consecutive day of inflows ..”
#Mag7 #ConcentrationRisk #PortfolioDiversification
October 28, 2025 at 4:20 PM
#Mag7 #ConcentrationRisk #PortfolioDiversification
What would a bailout even be, though? TARP was to buy distressed assets, and in this case, what would those be? Mag7 companies aren't going bankrupt. OpenAI can't be "bailed out" in the same way, as it'll keep burning money. And no, oAI is not some giant "propaganda conspiracy."
The AI bubble may be about to bust.
Peter Thiel has sold all of his Nvidia stock.
We all need to say this very clearly:
NO BAILOUTS FOR THEFT-TECH!
Expropriate their asses instead.
They stole from all of us and fully plan to burn the planet.
They owe us - not the other way around. 1/3
Peter Thiel has sold all of his Nvidia stock.
We all need to say this very clearly:
NO BAILOUTS FOR THEFT-TECH!
Expropriate their asses instead.
They stole from all of us and fully plan to burn the planet.
They owe us - not the other way around. 1/3
November 17, 2025 at 10:23 PM
What would a bailout even be, though? TARP was to buy distressed assets, and in this case, what would those be? Mag7 companies aren't going bankrupt. OpenAI can't be "bailed out" in the same way, as it'll keep burning money. And no, oAI is not some giant "propaganda conspiracy."
Was awesome to join Bloomberg to talk about the lie of AI - everyone's buying into the mag7 believing CapEx is going towards diverse AI demand, when all it's really doing is supporting the circular cloud revenues of two unprofitable, unsustainable AI labs.
www.youtube.com/watch?v=pHcZ...
www.youtube.com/watch?v=pHcZ...
Zitron: "Everyone Has Been Sold a Lie" on AI
YouTube video by Bloomberg Podcasts
www.youtube.com
July 31, 2026 at 9:57 PM
Was awesome to join Bloomberg to talk about the lie of AI - everyone's buying into the mag7 believing CapEx is going towards diverse AI demand, when all it's really doing is supporting the circular cloud revenues of two unprofitable, unsustainable AI labs.
www.youtube.com/watch?v=pHcZ...
www.youtube.com/watch?v=pHcZ...
35% of the value of the US stock market is the mag7, 19% of that is NVIDIA, and *42% OF NVIDIA'S REVENUE IS THE MAG7 BUYING GPUs*. Our god damn economy is supported by whether five companies buy more GPUs every quarter! This is insane!
www.wheresyoured.at/the-haters-gui/
www.wheresyoured.at/the-haters-gui/
July 21, 2025 at 4:48 PM
35% of the value of the US stock market is the mag7, 19% of that is NVIDIA, and *42% OF NVIDIA'S REVENUE IS THE MAG7 BUYING GPUs*. Our god damn economy is supported by whether five companies buy more GPUs every quarter! This is insane!
www.wheresyoured.at/the-haters-gui/
www.wheresyoured.at/the-haters-gui/
Tired of people saying that there will be an AI bailout. For whom? NVIDIA isn't going under, neither are the mag7 companies. OpenAI can't get bailed out, it'll just lose the money, as would Anthropic. Closest we get are distressed data center assets, doesn't fix what happens when NVIDIA plummets
December 3, 2025 at 12:01 AM
Tired of people saying that there will be an AI bailout. For whom? NVIDIA isn't going under, neither are the mag7 companies. OpenAI can't get bailed out, it'll just lose the money, as would Anthropic. Closest we get are distressed data center assets, doesn't fix what happens when NVIDIA plummets
If AGI were indeed possible; It would likely want every Mag7 CEO's head in the Guillotine.
July 17, 2025 at 4:04 PM
If AGI were indeed possible; It would likely want every Mag7 CEO's head in the Guillotine.
Between this, AI lobbyists telling the EU that we can have AI or hit our climate targets in the midst of historic heatwaves, and the extreme increases in carbon footprint over the last few years of the mag7, we kinda have to accept that AI enthusiasm is a form climate denial
OpenAI won't even consider renewable investments in Australia until the country agrees to kill its copyright laws so they can freely train on creative work.
When Albanese caves and agrees to this, OpenAI will just run on fossil fuels anyway: guaranteed.
archive.ph/mzSVj
When Albanese caves and agrees to this, OpenAI will just run on fossil fuels anyway: guaranteed.
archive.ph/mzSVj
September 14, 2026 at 9:43 PM
Between this, AI lobbyists telling the EU that we can have AI or hit our climate targets in the midst of historic heatwaves, and the extreme increases in carbon footprint over the last few years of the mag7, we kinda have to accept that AI enthusiasm is a form climate denial
Only if there’s a recreation of this scene:
Cheers Magnificent Seven
4.22 Mag7 theme
youtu.be
March 20, 2024 at 1:56 AM
Only if there’s a recreation of this scene:
It says something about how wildly out of touch and fucked up hyperfinancialized companies are, and the stock market, that the money guys can no longer perceive that their money is being fucked with.
Like, the Mag7 is already such an incestuous ball of scams they can't perceive further fuckery.
Like, the Mag7 is already such an incestuous ball of scams they can't perceive further fuckery.
WEST PALM BEACH, Fla. (AP) — Trump says much of Europe will be charged a 10% tariff for opposing US control of Greenland.
January 17, 2026 at 4:45 PM
It says something about how wildly out of touch and fucked up hyperfinancialized companies are, and the stock market, that the money guys can no longer perceive that their money is being fucked with.
Like, the Mag7 is already such an incestuous ball of scams they can't perceive further fuckery.
Like, the Mag7 is already such an incestuous ball of scams they can't perceive further fuckery.
JPM DESK:
".. Semis are leading and Mag7 are all positive as the AI trade returns, globally; our desk saw re-risking in APAC (SK, JPN). Cyclicals ex-Energy leading Defensives as the market sets up for an ‘Everything Rally’."
".. Semis are leading and Mag7 are all positive as the AI trade returns, globally; our desk saw re-risking in APAC (SK, JPN). Cyclicals ex-Energy leading Defensives as the market sets up for an ‘Everything Rally’."
March 18, 2026 at 10:57 AM
JPM DESK:
".. Semis are leading and Mag7 are all positive as the AI trade returns, globally; our desk saw re-risking in APAC (SK, JPN). Cyclicals ex-Energy leading Defensives as the market sets up for an ‘Everything Rally’."
".. Semis are leading and Mag7 are all positive as the AI trade returns, globally; our desk saw re-risking in APAC (SK, JPN). Cyclicals ex-Energy leading Defensives as the market sets up for an ‘Everything Rally’."
I hope his pension is invested in an x3 mag7 fund
December 18, 2025 at 2:30 PM
I hope his pension is invested in an x3 mag7 fund
That’s 2 of the Mag7 CEOs that have said we’ve got a bubble.
BEZOS: “This is a kind of industrial bubble. .. The good ideas and the bad ideas [get funded]. And investors have a hard time in the middle of this excitement, distinguishing between the good ideas and the bad ideas. And that’s also probably happening today.”
@cnbc.com
www.cnbc.com/2025/10/03/j...
@cnbc.com
www.cnbc.com/2025/10/03/j...
October 3, 2025 at 11:11 PM
That’s 2 of the Mag7 CEOs that have said we’ve got a bubble.
The AI investment frenzy, charted
[FREE TO READ] Mag7 ≥ US govt
on.ft.com
February 10, 2025 at 12:14 PM
the stock market in 2025 officially prefers companies with no revenue to companies that actually have revenue.
#stockmarket #uspol #economics #mag7 #nvidia #msft #goog #aapl #siliconvalley
#stockmarket #uspol #economics #mag7 #nvidia #msft #goog #aapl #siliconvalley
December 9, 2025 at 1:59 PM
the stock market in 2025 officially prefers companies with no revenue to companies that actually have revenue.
#stockmarket #uspol #economics #mag7 #nvidia #msft #goog #aapl #siliconvalley
#stockmarket #uspol #economics #mag7 #nvidia #msft #goog #aapl #siliconvalley
tbf this is true for all businesses except Mag7 founders lol
August 22, 2025 at 8:41 PM
tbf this is true for all businesses except Mag7 founders lol