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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...
anal puppy hall
  02/05/26
Their Earnings are immense somehow imho
180 trailer park
  02/05/26
"Everyone" is expecting the market to crash due to...
Judgmental chocolate incel stag film
  02/05/26
I heard this on a podcast by the Mooch after tuning in to he...
anal puppy hall
  02/05/26
I think the concentration issue is irrelevant. It'd be one t...
Trip temple
  02/05/26


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Date: February 5th, 2026 2:41 PM
Author: anal puppy hall

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)



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Date: February 5th, 2026 2:49 PM
Author: 180 trailer park

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: Judgmental chocolate incel stag film

"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: anal puppy hall

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: Trip temple

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)