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mag seven

also referred to as: the mag seven

3 statements across 3 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Dec 17, 2025 by John Coogan · across every show →

Everything said about mag seven, oldest first

Dec 17, 2025 bullish
Opinion
The Magnificent Seven tech stocks, excluding Tesla, currently have reasonable valuations
“Mag seven minus Tesla have reasonable valuations, and the hyperscalers have more demand than they can handle.”
John Coogan Dec 17, 2025 ▶ 26:24 Ford PULLS BACK EV Investment
Jan 22, 2026 bullish
Assertion Partly supported
Hays: Every Magnificent Seven Company Increased Headcount Between 2021 and 2023
“I pulled up a mag seven employee counts and every single company in the mag seven has increased headcount over that same period that we just showed.”
Jordi Hays Jan 22, 2026 ▶ 11:50 Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN
Mar 6, 2026 neutral
Assertion Supported
Coogan: Magnificent Seven drove 42% of S&P 500 returns in 2025
“So the mag seven, the seven biggest tech companies in America, they now comprise 32% of the S&P 500 market cap, and they drove 42% of total returns in 2025.”
John Coogan Mar 6, 2026 ▶ 11:53 Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
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