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Mag Seven

also referred to as: mag-seven

4 statements across 3 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jul 11, 2024 by Brad Gerstner · across every show →

Everything said about Mag Seven, oldest first

Jul 11, 2024
Assertion Partly supported
Gerstner: Active Managers Control Only 11% of Mega-Cap Tech Shares
“About 11 to 12% of the dollars in, in, in, in large cap tech, think mag seven are quote unquote active dollars. So think long only in hedge funds. Yeah. So if you would have looked at this in 2010, that would have been above 20%.”
Brad Gerstner Jul 11, 2024 ▶ 9:36 Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 20, 2025 positive
Assertion Partly supported
Gerstner: Mag-7 revenue grew 20% compounded while OpEx grew 2%
“If you look at the Mag-seven over the last three or four years, they've grown over 20% compounded, but the number of employees, their OpEx, is growing at two percent.”
Brad Gerstner Jun 20, 2025 ▶ 46:20 Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
Jun 20, 2025 neutral
Assertion Supported
Gerstner: Mag-Seven underperformed this year while AI power and semis rose
“So, the Mag-Seven has actually underperformed this year, but we have AI power, we have AI related software, we have AI semis that are up on the year.”
Brad Gerstner Jun 20, 2025 ▶ 6:11 Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
Jun 11, 2026 positive
Assertion Supported
Gerstner: Mag-Seven added $1T revenue and $17T market cap in 7 years
“In the last seven years, we've added one trillion of revenue to the Mag-Seven in the last seven years, ok? To get to a trillion, to get to the first trillion Of, you know, took over 20 years, and the last seven we added another trillion, and that added 17 tril…”
Brad Gerstner Jun 11, 2026 ▶ 1:18:15 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
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