Mag7

Really enjoyed this podcast with Michael Mauboussin, Bill Gurley & Patrick OShaughnessy

Michael's comment on Mag7 economic profit vs. market caps helps support valuation levels (economic profit ~45% > market caps ~30% - relative to the US stock market)

Performance: index tables and Mag7 chart/table updated thru yesterday’s close

MAG7 Statista

Bloomberg beating around the bush.

The Mag7 ARE monopolies and even CARTELS, e.g., $GOOG paying $AAPL 1/3 of ad revenue to be default search

This is bad for ALL other companies and ALL consumers

AWS has 37% margin right now, this should be 5%

zerohedge.com/markets/are-ma…

$goog is a free cash flow
Monster and one of the more appropriately valued stocks in the #mag7

🏟️施設の改修工事が進み、設備投資面の出費が増える中、チーム改革を決行した⚽️

CLSK、IOTを全放出👋
MSFTを新しいメンバーに迎える🤝
GOOGと契約更新🤝取得契約金⬆️
ARMと契約更新🤝取得契約金⬇️
PLTR追加⬆️

今後MAG7ならぬMAGNAM6を中心に臨んでいきたい😇

#GameStock
gamestock.page.link/GbfS

Pejjy The stock price doesn't say anyone is bullish. This is Mag7+SMCI, 12.5k in each Jan 2024. TSLA getting obliterated.

Být long v MAG7 (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia,Tesla) považují správci fondů za aktuální crowded trade, tedy investici, do které jsou nyní všichni obrazně řečeno namočení a hrozí, že z ní mohou rychle vystoupit, čímž vyvolají prudkou korekci. #akcie #investice

$DJT if this pattern shows on any of the mag7 , the market will be so hype up, there is 90% chance $DJT will ripped on Friday toward $70, driven by bull flag break out & six consecutive daily close above 200 days ema says the rally will last another 7 days #LFG

Here's a good illustration of the most recent sector rotation, out of the #Nasdaq #Mag7 , and into China

mag7 ta gostosinha (eu e Raul tirando x1 nos mapa todo

☑️🇺🇸S&P500 $SPX MAG7（ $AAPL $TSLA 除く)にとって最高の週末📈
$GOOGL $AMZN $NVDA $MSFT

Main Street asks why save, Wall Street asks why short | Michael Hartnett, BofA
🧵
_/ ABB “Anything But Bonds”
_/ Short Bonds till yields hit
_/ Mag7 to lead stocks till rates bite

$MSFT

Bull ER reaction went up into resistance and rejected. Faded the entire thing, and now losing support again. Volume profile thin until $370ish

#AI #bigtech #MAG7

Performance: index tables and Mag7 chart/table updated thru yesterday’s close

Chama nós Mengudo, essa quebra aí eu ganhava solo, só me dar uma mag7, era pum pum e bala

Performance: index tables and Mag7 chart/table updated thru Friday’s close

Mag7 (orange) down by nearly 1% this month, which is much better than cap-weighted (white) and equal-weighted (blue) S&P 500 ... worth noting that latter two indexes outperformed Mag7 in March, though

[Past performance is no guarantee of future results]

Performance: index tables and Mag7 chart/table updated thru yesterday’s close