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
10 Apr 2024
Total Cash Net of Debt...
Google $GOOGL: $98 billion Apple $AAPL: $65 billion Meta $META: $47 billion Amazon $AMZN: $28 billion Microsoft $MSFT: $20 billion Nvidia $NVDA: $16 billion Source: Charlie Bilello
19 Mar 2024
Remember when unprofitable tech was all the rage in 2021?
It never really recovered. All the money went into the Mag7 stocks instead, and to a lesser extent profitable NASDAQ companies. Chart: TS Lombard thru Markets & Mayhem
