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17 Jun 2024

From Mag 7 to... Mag 1

$NVDA is up 122% ytd and contributed to toughly 33% of $SPX gains… Source: Rahul on X

6 Jun 2024

It’s official: Nvidia, Apple, and Microsoft are now bigger than China’s entire stock market.

Source: Bloomberg, www.zerohedge.com

30 May 2024

If you exclude $NVDA from the Mag 7, it would be trailing the S&P 500 YTD.

Source: Koyfin

10 May 2024

Who needs Mag 7 if one can buy utilities stocks?

Source: Michel A.Arouet

7 May 2024

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

22 Apr 2024

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

22 Apr 2024

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

15 Apr 2024

The Mag7's weighting in the SP500 just hit another new high

Source: Cheddar Flow

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