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From Mag 7 to... Mag 1
$NVDA is up 122% ytd and contributed to toughly 33% of $SPX gains… Source: Rahul on X
It’s official: Nvidia, Apple, and Microsoft are now bigger than China’s entire stock market.
Source: Bloomberg, www.zerohedge.com
If you exclude $NVDA from the Mag 7, it would be trailing the S&P 500 YTD.
Source: Koyfin
Who needs Mag 7 if one can buy utilities stocks?
Source: Michel A.Arouet
Don't fight the Mag 7?
The ratio of the Mag 7 vs the S&P 493 (S&P 500 ex Mag 7) has just hit another ATH. Source: Bloomberg, HolgerZ
This week is a big one for earnings with Microsoft, Alphabet and Meta all reporting their Q1 numbers.
Note that ex-Nvidia, profit growth for the Mag7 narrows in Q1 and is expected to shrink in 2024 Source: Bloomberg
An exciting stat from Goldman: Just 10y ago, the collective market cap of the Mag 7 was $1.5tn.
Today, that stands at $13.5tn. Source: GS, HolgerZ
The Mag7's weighting in the SP500 just hit another new high
Source: Cheddar Flow
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