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The "Magnificent 7" make up 34% of the entire S&P market cap. Exit all exposed p
| big nubile trust fund | 02/05/26 |
| avocado anal theater stage | 02/05/26 |
| Pearl Heady Rehab | 02/05/26 |
| big nubile trust fund | 02/05/26 |
| pale set | 02/05/26 |
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Date: February 5th, 2026 2:41 PM Author: big nubile trust fund 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) |
Date: February 5th, 2026 2:49 PM Author: avocado anal theater stage 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: Pearl Heady Rehab "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: big nubile trust fund 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: pale set 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) |