mag seven
also referred to as: the mag seven
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Oct 30, 2025 by Gavin Baker · across every show →
Everything said about mag seven, oldest first
Oct 30, 2025 bullish
Baker: AI may be a sustaining innovation for Big Tech
“I think there's reasonable arguments that AI could be a sustaining innovation because the raw ingredients of kind of data, you know, the capital to buy compute and distribution, which is what you need. All of the big you know, today's biggest tech companies ha…”
May 29, 2026 bearish
George: All Mag Seven and public software stocks grow sub-30%
“If you exclude the data center supply chain stuff right now, there are very few companies that are growing fast that are available for people to buy in the public markets. You know, the mag seven are all growing sub 30% at this point. You know all the software…”