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Mac seven

also referred to as: mac sevens

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 15, 2026 by Coatue Investor Update · across every show →

Everything said about Mac seven, oldest first

May 15, 2026 neutral
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
May 15, 2026 bearish
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
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