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Hi everyone! Disclaimer: The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended

The "MAG 7" stocks — Apple, Nvidia, Meta Platforms, Amazon, Alphabet, Microsoft, and Tesla — are among the most influential and innovative companies in the world. They dominate their respective industries, boast strong financials, and have significant competitive advantages. However, despite their undeniable quality, I believe these stocks are still too expensive, making it difficult to find a good entry point. Why MAG 7 Stocks Appear Overvalued? High Valuations: Many of these companies trade at elevated price-to-earnings (P/E) ratios and other valuation metrics. Investors often price in future growth well ahead of earnings, which can lead to inflated valuations. Historically, buying at these elevated levels has often resulted in lower long-term returns, even for great companies. Market O

Good jobb mantapppppppl

$CSOP MAG7(03454)$ The Mag 7’s valuation drop could present a buying opportunity if earnings growth and market dominance remain intact. Strong balance sheets and continued innovation support long-term upside. However, rising rates and macro uncertainty could pressure valuations further, suggesting patience might pay off. Technical support levels and earnings guidance will be key indicators. Buying partial positions on weakness could balance exposure while leaving room for better entry points if volatility persists.

Buy the dip and keep long term 

The key points to look out for involving the Mag 7 stocks going forward into next week leading into April 2025 include: 1. Continued AI Investment and Monetization: - The Mag 7 companies are expected to continue investing heavily in AI, but the focus is shifting from building infrastructure to deploying and monetizing AI products. - Investors will be watching closely to see how these companies are leveraging AI to generate revenue and improve their bottom line 2. Potential Slowdown in Growth: - While the Mag 7 are expected to continue outperforming the broader market, their growth is expected to slow down compared to the last two years. - This is partly due to lapping a very strong year in 2024 and the broader market's potential for slower growth 3. Specific Company Developments: - Nvidia

Great analysis !

The “Magnificent 7” stocks—Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, and Tesla—have been the cornerstone of the market’s rally, driving significant gains over the past few years. However, with their valuations cooling off in recent weeks, investors now face a critical decision: Is this a golden opportunity to buy the dip, or should caution prevail with further downside risk looming? Understanding the Selloff: What’s Driving the Decline? The recent drop in the MAG 7 stocks can be attributed to several factors: Valuation Concerns – After an extended period of rapid growth, some investors are reassessing whether these tech giants are still worth their premium price tags. Even after the pullback, many of these stocks continue to trade above historical valuation averages, making some in

There is always a reason why valuation drop right? What do you see the market is going to be like in 3 months time? No amount of tariffs will help prosper any countries but more likely to cause a dip in the economy once tariffs are fully implemented! Short term euphoria may exist though.. 

$Tesla Motors(TSLA)$  nice

I have nothing earth shaking to share. I have a friend who almost always pick the right stock and walked away with some handsome profits. When i asked him how he did it, he told me, he don't know how to read the charts, he don't understand technical indicators, he don't know what those valuation means. All he knows or do is, he will look at a few companies that he knows or uses their services, and looks at the stock prices everyday. When done over and over again, he became very sensitive to the price movement. He somehow develop a sense of what he feels is undervalue or overvalue. Nothing fancy. Some of his picks include the bellweather of the mag 7 such as google, microsoft, amazon and meta. In his standards, he feels they are 'quite' cheap now but still has rooms to go down further for m

Time to buy or wait? 

Buy the dip and keep long term 

Needs to drop by another 15 percent at least

$NVIDIA(NVDA)$  NVDA is Bearish and It's not because of Performance   Nvidia has been wrought with market scares, disappointment and broad market down-turns as Retail Investors dont find good reasons to buy the stock at any higher valuations which I believe in the short-term is justified. Let me Explain why this is my first bearish post after having such a Bullish outlook on the stock and how this will likely change as I am Bullish Long-term. Recent Key Events: - NVDA Earnings Febuary - GTC Keynote by Jensen Huang - US Federal Rate Announcement & Powell Conference As the trend since the Deepseek sell-off and Trump administration Tariff War has shown, the Market is rife with Extreme Fear which seem

A hard rain's falling 

$Microsoft(MSFT)$ $Apple(AAPL)$ $NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $Tesla Motors(TSLA)$ The Mag 7’s pullback reflects profit-taking and valuation concerns. Strong earnings and dominant market positions could support a rebound. However, rising rates and slower growth might pressure multiples further. If support holds, a tactical buy makes sense — otherwise, better prices may emerge. My view: selective buying on weakness.