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Alex oh

Alex oh

Beginner investor learning the market step by step.

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03-03

$Tesla Motors(TSLA)$

03-01

$Eos Energy Enterprises Inc.(EOSE)$ buy the dip?

03-05

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How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks

03-01

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@Huat99:$AppLovin Corporation(APP)$ delivered 66% growth & 84% margins, yet the stock dipped. 📉 Is the market mispricing this cash machine? This infographic breaks down the post-earnings battle: 🐂 Bulls (Score 4.1): Elite fundamentals. $1.4B EBITDA, massive buybacks & AI moat. 🐻 Bears (Score 3.1): Valuation fears, intensifying competition & sentiment. Fundamentals vs. Fear. Who wins? 👇 @Tiger_comments @TigerObserver

03-01

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@CC on ETFs:US-Israel strike Iran — gold, silver new highs next week?

03-01

Nflx

@JC888:NFLX - Last Chance to Buy 'Cheap' ?

02-07

Market may go up and down, but discipline matters more than timing. Stay patient, manage risk, and invest for the long term.

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Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1772694687,"share":"https://ttm.financial/m/news/2617515348?lang=en_US&edition=fundamental","pubTime":"2026-03-05 15:11","market":"nz","language":"en","title":"How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2617515348","media":"Dow Jones","summary":"Stick a fork in it. Turn out the lights. Hasta la vista.Say it anyway you'd like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, Amazon.com, Apple, Meta Platforms, Nvidia, Microsoft, and Tesla -- is now a thing of the past.The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.True, folks predicted the demise of the Mag Seven's dominance last year, and it didn't happen. What's different now is that artificial intelligence has thickened the plot.First, AI subverts the tech giants' economies of scale by lowering the relatively high fixed cost","content":"<html><head></head><body><p>Stick a fork in it. Turn out the lights. Hasta la vista.</p><p>Say it anyway you&#39;d like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Microsoft, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is now a thing of the past.</p><p>The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.</p><p>Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa&#39;s 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group&#39;s performance down a bit last year, it contributed 42% of the S&amp;P 500&#39;s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index&#39;s market cap.</p><p>We&#39;ve seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&amp;T, General Motors, and <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.</p><p>True, folks predicted the demise of the Mag Seven&#39;s dominance last year, and it didn&#39;t happen. What&#39;s different now is that artificial intelligence has thickened the plot.</p><p>For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the &#34;hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.&#34; This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.</p><p>But wait, there&#39;s more -- which Berezin lays out in a recent paper, &#34;AI Will Kill The Tech Monopolies.&#34; Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. &#34;A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,&#34; he argues.</p><p>First, AI subverts the tech giants&#39; economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies&#39; capital-light models the way of the dial-up modem.</p><p>As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one&#39;s preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.</p><p>When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.</p><p>The markets seem to be waking up to all this. Mean reversion, never an &#34;if&#34; but a &#34;when&#34; proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&amp;P 500 is off 0.89%. What would the S&amp;P 500&#39;s performance be if you stripped out the Mag Seven? A proxy for that is the <a href=\"https://laohu8.com/S/XMAG\">Defiance Large Cap ex-Mag 7 ETF</a>, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&amp;P 500 except those seven. It&#39;s up 1.89% year to date.</p><p>&#34;There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,&#34; says Sylvia Jablonski, chief investment officer of Defiance ETFs.</p><p>Another non-Mag Seven play is the Invesco S&amp;P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It&#39;s up 5.1% year to date.</p><p>Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were &#34;like the wind, blowing over the land and passing on.&#34; So too, now, perhaps this latest version.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-05 15:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stick a fork in it. Turn out the lights. Hasta la vista.</p><p>Say it anyway you&#39;d like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Microsoft, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is now a thing of the past.</p><p>The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.</p><p>Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa&#39;s 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group&#39;s performance down a bit last year, it contributed 42% of the S&amp;P 500&#39;s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index&#39;s market cap.</p><p>We&#39;ve seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&amp;T, General Motors, and <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.</p><p>True, folks predicted the demise of the Mag Seven&#39;s dominance last year, and it didn&#39;t happen. What&#39;s different now is that artificial intelligence has thickened the plot.</p><p>For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the &#34;hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.&#34; This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.</p><p>But wait, there&#39;s more -- which Berezin lays out in a recent paper, &#34;AI Will Kill The Tech Monopolies.&#34; Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. &#34;A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,&#34; he argues.</p><p>First, AI subverts the tech giants&#39; economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies&#39; capital-light models the way of the dial-up modem.</p><p>As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one&#39;s preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.</p><p>When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.</p><p>The markets seem to be waking up to all this. Mean reversion, never an &#34;if&#34; but a &#34;when&#34; proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&amp;P 500 is off 0.89%. What would the S&amp;P 500&#39;s performance be if you stripped out the Mag Seven? A proxy for that is the <a href=\"https://laohu8.com/S/XMAG\">Defiance Large Cap ex-Mag 7 ETF</a>, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&amp;P 500 except those seven. It&#39;s up 1.89% year to date.</p><p>&#34;There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,&#34; says Sylvia Jablonski, chief investment officer of Defiance ETFs.</p><p>Another non-Mag Seven play is the Invesco S&amp;P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It&#39;s up 5.1% year to date.</p><p>Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were &#34;like the wind, blowing over the land and passing on.&#34; So too, now, perhaps this latest version.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","META":"Meta Platforms, Inc.","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","BK4023":"应用软件","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Turn out the lights. Hasta la vista.Say it anyway you'd like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, Amazon.com, Apple, Meta Platforms, Nvidia, Microsoft, and Tesla -- is now a thing of the past.The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa's 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group's performance down a bit last year, it contributed 42% of the S&P 500's total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index's market cap.We've seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&T, General Motors, and Exxon Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and Dell Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.True, folks predicted the demise of the Mag Seven's dominance last year, and it didn't happen. What's different now is that artificial intelligence has thickened the plot.For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the \"hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.\" This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.But wait, there's more -- which Berezin lays out in a recent paper, \"AI Will Kill The Tech Monopolies.\" Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. \"A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,\" he argues.First, AI subverts the tech giants' economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the iShares Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies' capital-light models the way of the dial-up modem.As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one's preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.The markets seem to be waking up to all this. Mean reversion, never an \"if\" but a \"when\" proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&P 500 is off 0.89%. What would the S&P 500's performance be if you stripped out the Mag Seven? A proxy for that is the Defiance Large Cap ex-Mag 7 ETF, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&P 500 except those seven. It's up 1.89% year to date.\"There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,\" says Sylvia Jablonski, chief investment officer of Defiance ETFs.Another non-Mag Seven play is the Invesco S&P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It's up 5.1% year to date.Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were \"like the wind, blowing over the land and passing on.\" So too, now, perhaps this latest version.","news_type":1,"symbols_score_info":{"META":2,"NVDA":2,"AAPL":2,"MSFT":2,"AMZN":2,"TSLA":2,"GOOG":2}},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":538679292575848,"gmtCreate":1772525284043,"gmtModify":1772525290030,"author":{"id":"4181240676812272","authorId":"4181240676812272","name":"Alex oh","avatar":"https://community-static.tradeup.com/news/0d954b3a677cfe12447bcc26671c81f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181240676812272","authorIdStr":"4181240676812272"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/e1e307207d6bd8da5473c333bf2a128c","width":"1179","height":"1629"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/538679292575848","isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":537777130435704,"gmtCreate":1772314811893,"gmtModify":1772314815478,"author":{"id":"4181240676812272","authorId":"4181240676812272","name":"Alex oh","avatar":"https://community-static.tradeup.com/news/0d954b3a677cfe12447bcc26671c81f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181240676812272","authorIdStr":"4181240676812272"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/EOSE\">$Eos Energy Enterprises Inc.(EOSE)$</a> buy the dip?","listText":"<a href=\"https://ttm.financial/S/EOSE\">$Eos Energy Enterprises Inc.(EOSE)$</a> buy the dip?","text":"$Eos Energy Enterprises Inc.(EOSE)$ buy the dip?","images":[{"img":"https://community-static.tradeup.com/news/74a8bf1ad2fd9a0821da428ae6d9f240","width":"1179","height":"1569"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537777130435704","isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":537776712467968,"gmtCreate":1772314732804,"gmtModify":1772331488060,"author":{"id":"4181240676812272","authorId":"4181240676812272","name":"Alex oh","avatar":"https://community-static.tradeup.com/news/0d954b3a677cfe12447bcc26671c81f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181240676812272","authorIdStr":"4181240676812272"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537776712467968","repostId":"533335803060600","repostType":1,"repost":{"id":533335803060600,"gmtCreate":1771230491346,"gmtModify":1771437600034,"author":{"id":"3555376654101817","authorId":"3555376654101817","name":"Huat99","avatar":"https://static.tigerbbs.com/2c30eb3331cf3fbbc42818b462456369","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555376654101817","authorIdStr":"3555376654101817"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/APP\">$AppLovin Corporation(APP)$</a> delivered 66% growth &amp; 84% <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993346481063256064&amp;word=margins\">margins</a>, yet the stock dipped. 📉 Is the market mispricing this cash machine? This infographic breaks down the post-earnings battle: 🐂 Bulls (Score 4.1): Elite fundamentals. $1.4B <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993182230117933056&amp;word=EBITDA\">EBITDA</a>, massive buybacks &amp; AI moat. 🐻 Bears (Score 3.1): Valuation fears, intensifying competition &amp; sentiment. Fundamentals vs. Fear. Who wins? 👇 <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a> <a href=\"https://ttm.financial/U/9000000000000439\">@TigerObserver</a>","listText":"<a href=\"https://ttm.financial/S/APP\">$AppLovin Corporation(APP)$</a> delivered 66% growth &amp; 84% <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993346481063256064&amp;word=margins\">margins</a>, yet the stock dipped. 📉 Is the market mispricing this cash machine? This infographic breaks down the post-earnings battle: 🐂 Bulls (Score 4.1): Elite fundamentals. $1.4B <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993182230117933056&amp;word=EBITDA\">EBITDA</a>, massive buybacks &amp; AI moat. 🐻 Bears (Score 3.1): Valuation fears, intensifying competition &amp; sentiment. Fundamentals vs. Fear. Who wins? 👇 <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a> <a href=\"https://ttm.financial/U/9000000000000439\">@TigerObserver</a>","text":"$AppLovin Corporation(APP)$ delivered 66% growth & 84% margins, yet the stock dipped. 📉 Is the market mispricing this cash machine? This infographic breaks down the post-earnings battle: 🐂 Bulls (Score 4.1): Elite fundamentals. $1.4B EBITDA, massive buybacks & AI moat. 🐻 Bears (Score 3.1): Valuation fears, intensifying competition & sentiment. Fundamentals vs. Fear. Who wins? 👇 @Tiger_comments @TigerObserver","images":[{"img":"https://community-static.tradeup.com/news/cd0a933838f57b047eaa082d13f9bbd8","width":"1536","height":"2752"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/533335803060600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537776679981984,"gmtCreate":1772314697903,"gmtModify":1772331487927,"author":{"id":"4181240676812272","authorId":"4181240676812272","name":"Alex oh","avatar":"https://community-static.tradeup.com/news/0d954b3a677cfe12447bcc26671c81f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181240676812272","authorIdStr":"4181240676812272"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537776679981984","repostId":"537623855424136","repostType":1,"repost":{"id":537623855424136,"gmtCreate":1772276364566,"gmtModify":1772276593723,"author":{"id":"4230875998456352","authorId":"4230875998456352","name":"CC on ETFs","avatar":"https://community-static.tradeup.com/news/06924e783aa8067af00f2aa1262f381c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4230875998456352","authorIdStr":"4230875998456352"},"themes":[],"title":"US-Israel strike Iran — gold, silver new highs next week?","htmlText":"Today, the United States and Israel launched military strikes on targets inside Iran, sharply escalating tensions in the Middle East. Geopolitical risk premiums are set to return rapidly to the forefront of market pricing. Next week, capital inflows into the precious metals sector, led by gold and silver, appear almost certain. In the gold ETF space, the largest physically backed gold ETF, <a href=\"https://ttm.financial/S/GLD\">$SPDR Gold ETF(GLD)$</a> , is up 22.06% year to date, while <a href=\"https://ttm.financial/S/IAU\">$Gold Trust Ishares(IAU)$</a> has gained 22.05%. Among gold mining ETFs, <a href=\"https://ttm.financial/S/GDX\">$VanEck Gold Miners ETF(GDX)$</a> is up 35.06% this year and <a href=\"https://ttm.financial/S/GDXJ\">$VanEck Junior Gold Miners ETF(GDXJ)$</a> has risen 37.27%.","listText":"Today, the United States and Israel launched military strikes on targets inside Iran, sharply escalating tensions in the Middle East. Geopolitical risk premiums are set to return rapidly to the forefront of market pricing. Next week, capital inflows into the precious metals sector, led by gold and silver, appear almost certain. In the gold ETF space, the largest physically backed gold ETF, <a href=\"https://ttm.financial/S/GLD\">$SPDR Gold ETF(GLD)$</a> , is up 22.06% year to date, while <a href=\"https://ttm.financial/S/IAU\">$Gold Trust Ishares(IAU)$</a> has gained 22.05%. Among gold mining ETFs, <a href=\"https://ttm.financial/S/GDX\">$VanEck Gold Miners ETF(GDX)$</a> is up 35.06% this year and <a href=\"https://ttm.financial/S/GDXJ\">$VanEck Junior Gold Miners ETF(GDXJ)$</a> has risen 37.27%.","text":"Today, the United States and Israel launched military strikes on targets inside Iran, sharply escalating tensions in the Middle East. Geopolitical risk premiums are set to return rapidly to the forefront of market pricing. Next week, capital inflows into the precious metals sector, led by gold and silver, appear almost certain. In the gold ETF space, the largest physically backed gold ETF, $SPDR Gold ETF(GLD)$ , is up 22.06% year to date, while $Gold Trust Ishares(IAU)$ has gained 22.05%. Among gold mining ETFs, $VanEck Gold Miners ETF(GDX)$ is up 35.06% this year and $VanEck Junior Gold Miners ETF(GDXJ)$ has risen 37.27%.","images":[{"img":"https://community-static.tradeup.com/news/cc3cd32b9a99ecd95b08c94ab93c64ef"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537623855424136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537775928448440,"gmtCreate":1772314673102,"gmtModify":1772331487951,"author":{"id":"4181240676812272","authorId":"4181240676812272","name":"Alex oh","avatar":"https://community-static.tradeup.com/news/0d954b3a677cfe12447bcc26671c81f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181240676812272","authorIdStr":"4181240676812272"},"themes":[],"title":"","htmlText":"Nflx","listText":"Nflx","text":"Nflx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537775928448440","repostId":"536794297360848","repostType":1,"repost":{"id":536794297360848,"gmtCreate":1772074853473,"gmtModify":1772133600113,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"NFLX - Last Chance to Buy 'Cheap' ?","htmlText":"I have put out a few posts on the tussle for <a href=\"https://ttm.financial/S/WBD\">$Warner Bros. Discovery(WBD)$</a> by <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> and <a href=\"https://ttm.financial/S/PSKY\">$Paramount Skydance Corp(PSKY)$</a> from even before onset of the saga. Below are what I have shared so far: (click on title to savour) 09 Jan 2026 - <a href=\"https://ttm.financial/post/519755037610168\" target=\"_blank\">NFLX vs PSKY Clash : Best Entry Is Now !</a> 10 Dec 2025 - <a href=\"https://ttm.financial/post/509113584443976\" target=\"_blank\">WBD bid war begins : NFLX vs PSKY vs Trump (?)</a> 08 Dec 2025 - <a href=\"https://ttm.financial/post/508446091391320\" target=\"_blank\">The Winner Is NFLX... Errh, Not So Fast !</a> 26 Nov 2025 -","listText":"I have put out a few posts on the tussle for <a href=\"https://ttm.financial/S/WBD\">$Warner Bros. Discovery(WBD)$</a> by <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> and <a href=\"https://ttm.financial/S/PSKY\">$Paramount Skydance Corp(PSKY)$</a> from even before onset of the saga. Below are what I have shared so far: (click on title to savour) 09 Jan 2026 - <a href=\"https://ttm.financial/post/519755037610168\" target=\"_blank\">NFLX vs PSKY Clash : Best Entry Is Now !</a> 10 Dec 2025 - <a href=\"https://ttm.financial/post/509113584443976\" target=\"_blank\">WBD bid war begins : NFLX vs PSKY vs Trump (?)</a> 08 Dec 2025 - <a href=\"https://ttm.financial/post/508446091391320\" target=\"_blank\">The Winner Is NFLX... Errh, Not So Fast !</a> 26 Nov 2025 -","text":"I have put out a few posts on the tussle for $Warner Bros. Discovery(WBD)$ by $Netflix(NFLX)$ and $Paramount Skydance Corp(PSKY)$ from even before onset of the saga. Below are what I have shared so far: (click on title to savour) 09 Jan 2026 - NFLX vs PSKY Clash : Best Entry Is Now ! 10 Dec 2025 - WBD bid war begins : NFLX vs PSKY vs Trump (?) 08 Dec 2025 - The Winner Is NFLX... Errh, Not So Fast ! 26 Nov 2025 -","images":[{"img":"https://community-static.tradeup.com/news/f9b0e56c53d518a9ab918fcbed574142","width":"1196","height":"676"},{"img":"https://community-static.tradeup.com/news/f32aee85ec878361f871bf477192fff9","width":"987","height":"160"},{"img":"https://community-static.tradeup.com/news/3682a6f10dfe6557e5f93af1f6b31e7e","width":"826","height":"173"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536794297360848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":530083283280920,"gmtCreate":1770436544181,"gmtModify":1770439631126,"author":{"id":"4181240676812272","authorId":"4181240676812272","name":"Alex oh","avatar":"https://community-static.tradeup.com/news/0d954b3a677cfe12447bcc26671c81f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181240676812272","authorIdStr":"4181240676812272"},"themes":[],"title":"","htmlText":"Market may go up and down, but discipline matters more than timing. Stay patient, manage risk, and invest for the long term.","listText":"Market may go up and down, but discipline matters more than timing. Stay patient, manage risk, and invest for the long term.","text":"Market may go up and down, but discipline matters more than timing. Stay patient, manage risk, and invest for the long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530083283280920","isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":538679292575848,"gmtCreate":1772525284043,"gmtModify":1772525290030,"author":{"id":"4181240676812272","authorId":"4181240676812272","name":"Alex oh","avatar":"https://community-static.tradeup.com/news/0d954b3a677cfe12447bcc26671c81f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181240676812272","idStr":"4181240676812272"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/e1e307207d6bd8da5473c333bf2a128c","width":"1179","height":"1629"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/538679292575848","isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":537777130435704,"gmtCreate":1772314811893,"gmtModify":1772314815478,"author":{"id":"4181240676812272","authorId":"4181240676812272","name":"Alex oh","avatar":"https://community-static.tradeup.com/news/0d954b3a677cfe12447bcc26671c81f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181240676812272","idStr":"4181240676812272"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/EOSE\">$Eos Energy Enterprises Inc.(EOSE)$</a> buy the dip?","listText":"<a href=\"https://ttm.financial/S/EOSE\">$Eos Energy Enterprises Inc.(EOSE)$</a> buy the dip?","text":"$Eos Energy Enterprises Inc.(EOSE)$ buy the dip?","images":[{"img":"https://community-static.tradeup.com/news/74a8bf1ad2fd9a0821da428ae6d9f240","width":"1179","height":"1569"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537777130435704","isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":539345424995536,"gmtCreate":1772697697699,"gmtModify":1772697700152,"author":{"id":"4181240676812272","authorId":"4181240676812272","name":"Alex oh","avatar":"https://community-static.tradeup.com/news/0d954b3a677cfe12447bcc26671c81f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181240676812272","idStr":"4181240676812272"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/539345424995536","repostId":"2617515348","repostType":2,"repost":{"id":"2617515348","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1772694687,"share":"https://ttm.financial/m/news/2617515348?lang=en_US&edition=fundamental","pubTime":"2026-03-05 15:11","market":"nz","language":"en","title":"How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2617515348","media":"Dow Jones","summary":"Stick a fork in it. Turn out the lights. Hasta la vista.Say it anyway you'd like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, Amazon.com, Apple, Meta Platforms, Nvidia, Microsoft, and Tesla -- is now a thing of the past.The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.True, folks predicted the demise of the Mag Seven's dominance last year, and it didn't happen. What's different now is that artificial intelligence has thickened the plot.First, AI subverts the tech giants' economies of scale by lowering the relatively high fixed cost","content":"<html><head></head><body><p>Stick a fork in it. Turn out the lights. Hasta la vista.</p><p>Say it anyway you&#39;d like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Microsoft, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is now a thing of the past.</p><p>The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.</p><p>Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa&#39;s 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group&#39;s performance down a bit last year, it contributed 42% of the S&amp;P 500&#39;s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index&#39;s market cap.</p><p>We&#39;ve seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&amp;T, General Motors, and <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.</p><p>True, folks predicted the demise of the Mag Seven&#39;s dominance last year, and it didn&#39;t happen. What&#39;s different now is that artificial intelligence has thickened the plot.</p><p>For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the &#34;hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.&#34; This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.</p><p>But wait, there&#39;s more -- which Berezin lays out in a recent paper, &#34;AI Will Kill The Tech Monopolies.&#34; Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. &#34;A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,&#34; he argues.</p><p>First, AI subverts the tech giants&#39; economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies&#39; capital-light models the way of the dial-up modem.</p><p>As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one&#39;s preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.</p><p>When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.</p><p>The markets seem to be waking up to all this. Mean reversion, never an &#34;if&#34; but a &#34;when&#34; proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&amp;P 500 is off 0.89%. What would the S&amp;P 500&#39;s performance be if you stripped out the Mag Seven? A proxy for that is the <a href=\"https://laohu8.com/S/XMAG\">Defiance Large Cap ex-Mag 7 ETF</a>, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&amp;P 500 except those seven. It&#39;s up 1.89% year to date.</p><p>&#34;There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,&#34; says Sylvia Jablonski, chief investment officer of Defiance ETFs.</p><p>Another non-Mag Seven play is the Invesco S&amp;P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It&#39;s up 5.1% year to date.</p><p>Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were &#34;like the wind, blowing over the land and passing on.&#34; So too, now, perhaps this latest version.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-05 15:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stick a fork in it. Turn out the lights. Hasta la vista.</p><p>Say it anyway you&#39;d like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Microsoft, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is now a thing of the past.</p><p>The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.</p><p>Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa&#39;s 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group&#39;s performance down a bit last year, it contributed 42% of the S&amp;P 500&#39;s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index&#39;s market cap.</p><p>We&#39;ve seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&amp;T, General Motors, and <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.</p><p>True, folks predicted the demise of the Mag Seven&#39;s dominance last year, and it didn&#39;t happen. What&#39;s different now is that artificial intelligence has thickened the plot.</p><p>For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the &#34;hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.&#34; This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.</p><p>But wait, there&#39;s more -- which Berezin lays out in a recent paper, &#34;AI Will Kill The Tech Monopolies.&#34; Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. &#34;A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,&#34; he argues.</p><p>First, AI subverts the tech giants&#39; economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies&#39; capital-light models the way of the dial-up modem.</p><p>As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one&#39;s preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.</p><p>When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.</p><p>The markets seem to be waking up to all this. Mean reversion, never an &#34;if&#34; but a &#34;when&#34; proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&amp;P 500 is off 0.89%. What would the S&amp;P 500&#39;s performance be if you stripped out the Mag Seven? A proxy for that is the <a href=\"https://laohu8.com/S/XMAG\">Defiance Large Cap ex-Mag 7 ETF</a>, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&amp;P 500 except those seven. It&#39;s up 1.89% year to date.</p><p>&#34;There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,&#34; says Sylvia Jablonski, chief investment officer of Defiance ETFs.</p><p>Another non-Mag Seven play is the Invesco S&amp;P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It&#39;s up 5.1% year to date.</p><p>Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were &#34;like the wind, blowing over the land and passing on.&#34; So too, now, perhaps this latest version.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","META":"Meta Platforms, Inc.","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","BK4023":"应用软件","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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 GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2617515348","content_text":"Stick a fork in it. Turn out the lights. Hasta la vista.Say it anyway you'd like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, Amazon.com, Apple, Meta Platforms, Nvidia, Microsoft, and Tesla -- is now a thing of the past.The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa's 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group's performance down a bit last year, it contributed 42% of the S&P 500's total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index's market cap.We've seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&T, General Motors, and Exxon Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and Dell Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.True, folks predicted the demise of the Mag Seven's dominance last year, and it didn't happen. What's different now is that artificial intelligence has thickened the plot.For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the \"hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.\" This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.But wait, there's more -- which Berezin lays out in a recent paper, \"AI Will Kill The Tech Monopolies.\" Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. \"A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,\" he argues.First, AI subverts the tech giants' economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the iShares Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies' capital-light models the way of the dial-up modem.As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one's preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.The markets seem to be waking up to all this. Mean reversion, never an \"if\" but a \"when\" proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&P 500 is off 0.89%. What would the S&P 500's performance be if you stripped out the Mag Seven? A proxy for that is the Defiance Large Cap ex-Mag 7 ETF, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&P 500 except those seven. It's up 1.89% year to date.\"There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,\" says Sylvia Jablonski, chief investment officer of Defiance ETFs.Another non-Mag Seven play is the Invesco S&P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It's up 5.1% year to date.Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were \"like the wind, blowing over the land and passing on.\" So too, now, perhaps this latest version.","news_type":1,"symbols_score_info":{"META":2,"NVDA":2,"AAPL":2,"MSFT":2,"AMZN":2,"TSLA":2,"GOOG":2}},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537776712467968,"gmtCreate":1772314732804,"gmtModify":1772331488060,"author":{"id":"4181240676812272","authorId":"4181240676812272","name":"Alex oh","avatar":"https://community-static.tradeup.com/news/0d954b3a677cfe12447bcc26671c81f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181240676812272","idStr":"4181240676812272"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537776712467968","repostId":"533335803060600","repostType":1,"repost":{"id":533335803060600,"gmtCreate":1771230491346,"gmtModify":1771437600034,"author":{"id":"3555376654101817","authorId":"3555376654101817","name":"Huat99","avatar":"https://static.tigerbbs.com/2c30eb3331cf3fbbc42818b462456369","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555376654101817","idStr":"3555376654101817"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/APP\">$AppLovin Corporation(APP)$</a> delivered 66% growth &amp; 84% <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993346481063256064&amp;word=margins\">margins</a>, yet the stock dipped. 📉 Is the market mispricing this cash machine? This infographic breaks down the post-earnings battle: 🐂 Bulls (Score 4.1): Elite fundamentals. $1.4B <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993182230117933056&amp;word=EBITDA\">EBITDA</a>, massive buybacks &amp; AI moat. 🐻 Bears (Score 3.1): Valuation fears, intensifying competition &amp; sentiment. Fundamentals vs. Fear. Who wins? 👇 <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a> <a href=\"https://ttm.financial/U/9000000000000439\">@TigerObserver</a>","listText":"<a href=\"https://ttm.financial/S/APP\">$AppLovin Corporation(APP)$</a> delivered 66% growth &amp; 84% <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993346481063256064&amp;word=margins\">margins</a>, yet the stock dipped. 📉 Is the market mispricing this cash machine? This infographic breaks down the post-earnings battle: 🐂 Bulls (Score 4.1): Elite fundamentals. $1.4B <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993182230117933056&amp;word=EBITDA\">EBITDA</a>, massive buybacks &amp; AI moat. 🐻 Bears (Score 3.1): Valuation fears, intensifying competition &amp; sentiment. Fundamentals vs. Fear. Who wins? 👇 <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a> <a href=\"https://ttm.financial/U/9000000000000439\">@TigerObserver</a>","text":"$AppLovin Corporation(APP)$ delivered 66% growth & 84% margins, yet the stock dipped. 📉 Is the market mispricing this cash machine? This infographic breaks down the post-earnings battle: 🐂 Bulls (Score 4.1): Elite fundamentals. $1.4B EBITDA, massive buybacks & AI moat. 🐻 Bears (Score 3.1): Valuation fears, intensifying competition & sentiment. Fundamentals vs. Fear. Who wins? 👇 @Tiger_comments @TigerObserver","images":[{"img":"https://community-static.tradeup.com/news/cd0a933838f57b047eaa082d13f9bbd8","width":"1536","height":"2752"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/533335803060600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537776679981984,"gmtCreate":1772314697903,"gmtModify":1772331487927,"author":{"id":"4181240676812272","authorId":"4181240676812272","name":"Alex oh","avatar":"https://community-static.tradeup.com/news/0d954b3a677cfe12447bcc26671c81f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181240676812272","idStr":"4181240676812272"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537776679981984","repostId":"537623855424136","repostType":1,"repost":{"id":537623855424136,"gmtCreate":1772276364566,"gmtModify":1772276593723,"author":{"id":"4230875998456352","authorId":"4230875998456352","name":"CC on ETFs","avatar":"https://community-static.tradeup.com/news/06924e783aa8067af00f2aa1262f381c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4230875998456352","idStr":"4230875998456352"},"themes":[],"title":"US-Israel strike Iran — gold, silver new highs next week?","htmlText":"Today, the United States and Israel launched military strikes on targets inside Iran, sharply escalating tensions in the Middle East. Geopolitical risk premiums are set to return rapidly to the forefront of market pricing. Next week, capital inflows into the precious metals sector, led by gold and silver, appear almost certain. In the gold ETF space, the largest physically backed gold ETF, <a href=\"https://ttm.financial/S/GLD\">$SPDR Gold ETF(GLD)$</a> , is up 22.06% year to date, while <a href=\"https://ttm.financial/S/IAU\">$Gold Trust Ishares(IAU)$</a> has gained 22.05%. Among gold mining ETFs, <a href=\"https://ttm.financial/S/GDX\">$VanEck Gold Miners ETF(GDX)$</a> is up 35.06% this year and <a href=\"https://ttm.financial/S/GDXJ\">$VanEck Junior Gold Miners ETF(GDXJ)$</a> has risen 37.27%.","listText":"Today, the United States and Israel launched military strikes on targets inside Iran, sharply escalating tensions in the Middle East. Geopolitical risk premiums are set to return rapidly to the forefront of market pricing. Next week, capital inflows into the precious metals sector, led by gold and silver, appear almost certain. In the gold ETF space, the largest physically backed gold ETF, <a href=\"https://ttm.financial/S/GLD\">$SPDR Gold ETF(GLD)$</a> , is up 22.06% year to date, while <a href=\"https://ttm.financial/S/IAU\">$Gold Trust Ishares(IAU)$</a> has gained 22.05%. Among gold mining ETFs, <a href=\"https://ttm.financial/S/GDX\">$VanEck Gold Miners ETF(GDX)$</a> is up 35.06% this year and <a href=\"https://ttm.financial/S/GDXJ\">$VanEck Junior Gold Miners ETF(GDXJ)$</a> has risen 37.27%.","text":"Today, the United States and Israel launched military strikes on targets inside Iran, sharply escalating tensions in the Middle East. Geopolitical risk premiums are set to return rapidly to the forefront of market pricing. Next week, capital inflows into the precious metals sector, led by gold and silver, appear almost certain. In the gold ETF space, the largest physically backed gold ETF, $SPDR Gold ETF(GLD)$ , is up 22.06% year to date, while $Gold Trust Ishares(IAU)$ has gained 22.05%. Among gold mining ETFs, $VanEck Gold Miners ETF(GDX)$ is up 35.06% this year and $VanEck Junior Gold Miners ETF(GDXJ)$ has risen 37.27%.","images":[{"img":"https://community-static.tradeup.com/news/cc3cd32b9a99ecd95b08c94ab93c64ef"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537623855424136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537775928448440,"gmtCreate":1772314673102,"gmtModify":1772331487951,"author":{"id":"4181240676812272","authorId":"4181240676812272","name":"Alex oh","avatar":"https://community-static.tradeup.com/news/0d954b3a677cfe12447bcc26671c81f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181240676812272","idStr":"4181240676812272"},"themes":[],"title":"","htmlText":"Nflx","listText":"Nflx","text":"Nflx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537775928448440","repostId":"536794297360848","repostType":1,"repost":{"id":536794297360848,"gmtCreate":1772074853473,"gmtModify":1772133600113,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"NFLX - Last Chance to Buy 'Cheap' ?","htmlText":"I have put out a few posts on the tussle for <a href=\"https://ttm.financial/S/WBD\">$Warner Bros. Discovery(WBD)$</a> by <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> and <a href=\"https://ttm.financial/S/PSKY\">$Paramount Skydance Corp(PSKY)$</a> from even before onset of the saga. Below are what I have shared so far: (click on title to savour) 09 Jan 2026 - <a href=\"https://ttm.financial/post/519755037610168\" target=\"_blank\">NFLX vs PSKY Clash : Best Entry Is Now !</a> 10 Dec 2025 - <a href=\"https://ttm.financial/post/509113584443976\" target=\"_blank\">WBD bid war begins : NFLX vs PSKY vs Trump (?)</a> 08 Dec 2025 - <a href=\"https://ttm.financial/post/508446091391320\" target=\"_blank\">The Winner Is NFLX... Errh, Not So Fast !</a> 26 Nov 2025 -","listText":"I have put out a few posts on the tussle for <a href=\"https://ttm.financial/S/WBD\">$Warner Bros. Discovery(WBD)$</a> by <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> and <a href=\"https://ttm.financial/S/PSKY\">$Paramount Skydance Corp(PSKY)$</a> from even before onset of the saga. Below are what I have shared so far: (click on title to savour) 09 Jan 2026 - <a href=\"https://ttm.financial/post/519755037610168\" target=\"_blank\">NFLX vs PSKY Clash : Best Entry Is Now !</a> 10 Dec 2025 - <a href=\"https://ttm.financial/post/509113584443976\" target=\"_blank\">WBD bid war begins : NFLX vs PSKY vs Trump (?)</a> 08 Dec 2025 - <a href=\"https://ttm.financial/post/508446091391320\" target=\"_blank\">The Winner Is NFLX... Errh, Not So Fast !</a> 26 Nov 2025 -","text":"I have put out a few posts on the tussle for $Warner Bros. Discovery(WBD)$ by $Netflix(NFLX)$ and $Paramount Skydance Corp(PSKY)$ from even before onset of the saga. Below are what I have shared so far: (click on title to savour) 09 Jan 2026 - NFLX vs PSKY Clash : Best Entry Is Now ! 10 Dec 2025 - WBD bid war begins : NFLX vs PSKY vs Trump (?) 08 Dec 2025 - The Winner Is NFLX... Errh, Not So Fast ! 26 Nov 2025 -","images":[{"img":"https://community-static.tradeup.com/news/f9b0e56c53d518a9ab918fcbed574142","width":"1196","height":"676"},{"img":"https://community-static.tradeup.com/news/f32aee85ec878361f871bf477192fff9","width":"987","height":"160"},{"img":"https://community-static.tradeup.com/news/3682a6f10dfe6557e5f93af1f6b31e7e","width":"826","height":"173"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536794297360848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":530083283280920,"gmtCreate":1770436544181,"gmtModify":1770439631126,"author":{"id":"4181240676812272","authorId":"4181240676812272","name":"Alex oh","avatar":"https://community-static.tradeup.com/news/0d954b3a677cfe12447bcc26671c81f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181240676812272","idStr":"4181240676812272"},"themes":[],"title":"","htmlText":"Market may go up and down, but discipline matters more than timing. Stay patient, manage risk, and invest for the long term.","listText":"Market may go up and down, but discipline matters more than timing. Stay patient, manage risk, and invest for the long term.","text":"Market may go up and down, but discipline matters more than timing. Stay patient, manage risk, and invest for the long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530083283280920","isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}