1 Apr 2025
The Magnificent 7 is officially in bear market territory 🐻
Source: Koyfin
31 Mar 2025
The Mag Seven is off to a historically rough start in 2025:
$META: -2.38% $MSFT: -11.26% $AAPL: -12.74% $AMZN: -13.40% $GOOG: -18.55% $NVDA: -19.82% $TSLA: -33.41% Source: Trend Spider
26 Mar 2025
Hedge Funds have cut their exposure to Magnificent 7 stocks to the lowest level in 2 years 👀
Source: Barchart @Barchart, Goldman Sachs
21 Mar 2025
Magnificent 7 stocks are more exposed to global growth risks than S&P 493
(but would take advantage of a weaker dollar) Source: Mike Zaccardi, CFA, CMT, MBA, Goldman Sachs
21 Mar 2025
Mag 7 P/E just 25x... Narrowest spread to Other 493 in years
Source: Goldman Sachs, Mike Zaccardi, CFA, CMT, MBA
19 Mar 2025
Who needs hot tech...
...when you can have European banks? Chart shows MAG vs SX7E YTD in %. Source: The Market Ear
17 Mar 2025
Mag 7 now trading at its cheapest valuation since 2023
source : bloomberg, barchart
13 Mar 2025
Mag 7 valuation premium now the lowest in 8 years
Source: Mike Zaccardi, CFA, CMT, MBA, Goldman Sachs
