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The "Magnificent 7" make up 34% of the entire S&P market cap. Exit all exposed p
| Fiercely-loyal Seedy Sneaky Criminal | 02/05/26 |
| wild bronze friendly grandma patrolman | 02/05/26 |
| light hospital gaping | 02/05/26 |
| Fiercely-loyal Seedy Sneaky Criminal | 02/05/26 |
| Drab crawly dog poop | 02/05/26 |
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Date: February 5th, 2026 2:41 PM Author: Fiercely-loyal Seedy Sneaky Criminal 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\u0026mark_id=5310864#49648946) |
Date: February 5th, 2026 2:49 PM Author: wild bronze friendly grandma patrolman Their Earnings are immense somehow imho (http://www.autoadmit.com/thread.php?thread_id=5831336&forum_id=2\u0026mark_id=5310864#49648971) |
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Date: February 5th, 2026 2:57 PM Author: light hospital gaping "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\u0026mark_id=5310864#49649000) |
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Date: February 5th, 2026 2:59 PM Author: Fiercely-loyal Seedy Sneaky Criminal 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\u0026mark_id=5310864#49649005) |
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Date: February 5th, 2026 6:04 PM Author: Drab crawly dog poop 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\u0026mark_id=5310864#49649410) |