mag seven
3 statements across 2 episodes · 0 bullish · 3 bearish · 2 people on the record · first statement Mar 3, 2025 by David Zorub · across every show →
Everything said about mag seven, oldest first
Mar 3, 2025 negative
Zorub: Extreme mega-cap tech concentration will eventually trigger bad investor decisions
“What's so insidious, I think about what is potentially going on and having lived through this in the late nineties with.com is the concentration of that kind of performance. And so few securities, it really will ignite fear of missing out or fear of lagging. A…”
Mar 3, 2025 negative
Zorub: Magnificent Seven dominance has bifurcated markets and distorted bottom-up investing
“And what we've seen is that the rise and dominance of mag seven has led to a real bifurcation of markets and opportunity sets. The rise of mag seven is really distorted bottoms up investment outcomes and decision making.”
Dec 22, 2025 bearish
Seides: Magnificent Seven AI valuations are probably a price bubble
“Is that a bubble in price? Probably. It's probably not a bubble in the underlying economic activity of the businesses. But Mag seven went from these dominant cash flow machines to taking all the cash flow and spending it in something that has an unknown ROI.”