Mac Seven

topic on 2 shows · 3 statements across 2 episodes

Sourcery All-In

3 statements about Mac Seven, every show

SOURCERY Assertion Supported
Coatue: Most Mag Seven Stocks Underperformed Nasdaq, Three Down YTD
“Outside of Alphabet, so many of the Mac sevens have underperformed the Nasdaq by a lot. And in fact, three of them are down year to date.”
Coatue Investor Update May 15, 2026 ▶ 13:17 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
SOURCERY Opinion
Coatue: The Magnificent Seven's Pecking Order Is Rapidly Reordering
“To me, it's a further indication that even within the Mac seven, the reordering of the pecking order is happening quickly.”
Coatue Investor Update May 15, 2026 ▶ 13:27 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
ALL-IN Prediction Open · timeframe Jan 2027
Calacanis predicts the Magnificent Seven will be the best performing asset class
“I think the Mac seven is going to be the best performing asset. I'm taking the other side Chamath, I think in an earlier prediction said maybe not so much. I think that what they've learned in the last couple of years is that there is an incredible earnings ex…”
Jason Calacanis Jan 4, 2025 ▶ 1:22:11 2025 Predictions: Tech, Business, Media, Politics!

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