mag seven
also referred to as: mag-seven
3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement May 15, 2026 by Jaimin Rangwalla · across every show →
Everything said about mag seven, oldest first
May 15, 2026 bullish
Rangwalla: Trillion-dollar AI IPOs will not trigger Mag Seven selloff
“I don't think that there's this concern in my mind of, oh, that means you got to sell mag seven or this and that, because, you know, the S and P is 60 or 70 trillion dollars of market cap. We're talking about one trillion dollar, three one trillion dollar comp…”
May 15, 2026 neutral
Jul 24, 2026 bullish
Global tech market cap is $10T software, $20T Mag-7, $30T hardware
“10 trillion in software service internet, 20 trillion in Mag-Seven, 30 trillion in non-Mag-Seven compute chips hardware. That's a, I don't think people would realize that we are that compute hardware centric now. 10, 20, 30. Before AI, BCE era, it was probably…”