mag seven
5 statements across 5 episodes · 2 bullish · 2 bearish · 5 people on the record · first statement Oct 9, 2024 by Jeff Wang · across every show →
Everything said about mag seven, oldest first
Oct 9, 2024 bullish
Mar 12, 2025 bullish
Östberg: Average companies deploying AI will benefit more than the Magnificent Seven
“I think Gen AI or the largest beneficiary of AI is, is going to be the average company deploying it and not necessarily the mag seven the ones who are building it. I think that is probably contrarian In this, at least if I look at the stock market, we will see…”
Sep 22, 2025 bearish
Sep 29, 2025
Ross: Big tech must spend on AI to protect Magnificent Seven valuations
“If you're not a member of the mag seven, You're not going to be able to get anywhere near the valuation. And so what do you do to stay there? You spend. And it's worth it because the stock value stays up because you're in the top seven or 10.”
Oct 27, 2025 bearish
Cahn: Market concentration in 'Mag Seven' leaves stocks vulnerable to AI narrative shifts
“And so I think you have a similar dynamic here where the mag seven are just a humongous portion of the market. Now these companies are great. They have cash machines, like they're going to do fine, but I do think we should be concerned that these companies rep…”