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The "Magnificent 7" make up 34% of the entire S&P market cap. Exit all exposed p

The market has never been this concentrated. Once the dam b...
Cerise blood rage organic girlfriend
  02/05/26
Their Earnings are immense somehow imho
yellow orchestra pit
  02/05/26
"Everyone" is expecting the market to crash due to...
lake swollen idiot
  02/05/26
I heard this on a podcast by the Mooch after tuning in to he...
Cerise blood rage organic girlfriend
  02/05/26
I think the concentration issue is irrelevant. It'd be one t...
Clear stock car
  02/05/26


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Date: February 5th, 2026 2:41 PM
Author: Cerise blood rage organic girlfriend

The market has never been this concentrated. Once the dam breaks we're in for a dot-com burst.

(http://www.autoadmit.com/thread.php?thread_id=5831336&forum_id=2",#49648946)



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Date: February 5th, 2026 2:49 PM
Author: yellow orchestra pit

Their Earnings are immense somehow imho

(http://www.autoadmit.com/thread.php?thread_id=5831336&forum_id=2",#49648971)



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Date: February 5th, 2026 2:57 PM
Author: lake swollen idiot

"Everyone" is expecting the market to crash due to AI bubbles or whatever. But when "everyone" is expecting it, wouldn't it mean current market valuations are already baking in the likelihood of this happening into the valuations? Dunno. I'm heavy in S&P for the long run so not bothered by a few tough years. Which is to be, you know, expected.

(http://www.autoadmit.com/thread.php?thread_id=5831336&forum_id=2",#49649000)



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Date: February 5th, 2026 2:59 PM
Author: Cerise blood rage organic girlfriend

I heard this on a podcast by the Mooch after tuning in to hear him say how bad Drumpf is, idk

(http://www.autoadmit.com/thread.php?thread_id=5831336&forum_id=2",#49649005)



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Date: February 5th, 2026 6:04 PM
Author: Clear stock car

I think the concentration issue is irrelevant. It'd be one thing if the top 7 stocks included shit like Nike and Weyerhaeuyser or some random shit. But the Mag 7 companies are all so deeply interlaced with all economic activity that it would be stranger if they weren't a huge chunk of the overall market IMO.

(http://www.autoadmit.com/thread.php?thread_id=5831336&forum_id=2",#49649410)