MAG companies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 8, 2026 by Rajiv Jain · across every show →

Everything said about MAG companies, oldest first

Jun 8, 2026 bearish

Assertion Partly supported

Jain: Mag 7 historical capex was $1.5T; next 3 years project $3T

“The cumulative capex of all these MAG companies in their history is one and a half trillion dollars. Think about it. Now they're talking about three trillion in just three years.”

Rajiv Jain Jun 8, 2026 ▶ 33:04 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)

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MAG companies

Everything said about MAG companies, oldest first

Turn any episode into a week of clips.