• SpidersSpiders
      ·01-24 21:29

      Curious but Cautious: My Take on the Magnificent 7

      I don’t own any of the Magnificent 7 stocks. Not a single share. And yet, every earnings season, I can’t help but watch them closely. Next week is no exception. Microsoft, Meta Platforms, and Tesla are set to report after the close on January 28, followed by Apple on the 29th. Headlines are already buzzing. Analysts are predicting Apple to post $2.65 EPS on $137.5 billion in revenue, Microsoft $3.88 EPS on $80.2 billion, and Meta faces extra scrutiny after its last post-earnings selloff. Apple (AAPL) Tesla Motors (TSLA) Meta Platforms, Inc. (META) Microsoft (MSFT) Over the past few years, I’ve noticed a pattern with tech-related stocks: even when they dip, the pullbacks usually feel temporary. Hype seems to have a way of creeping back in, driving prices higher. It’s almost hypnotic—the mar
      23Comment
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      Curious but Cautious: My Take on the Magnificent 7
    • TBITBI
      ·01-24 20:53

      [6] GOOG, AMZN, SMCI

      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 to be and do not constit
      1.96K2
      Report
      [6] GOOG, AMZN, SMCI
    • DeoncDeonc
      ·01-24 20:27
      What do expected fir Magnificent 7 earnings 
      57Comment
      Report
    • day fraderday frader
      ·01-24 19:37
      day trader daily
      7Comment
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    • Chinny168Chinny168
      ·01-24 16:16
      Health mind body  Health is money 
      5Comment
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    • LanceljxLanceljx
      ·01-24 14:04
      Here are the key considerations for the upcoming critical earnings week for the “Mag 7” (Microsoft, Meta, Tesla, Apple) and how the results might impact their recent underperformance: 1. Can strong earnings from Apple and Microsoft reverse recent underperformance? Strong results from Apple and Microsoft could indeed help to stabilise sentiment and potentially reverse some of the recent underperformance. Analysts expect Apple to deliver solid earnings driven by robust iPhone demand, which could buoy confidence if it beats expectations and offers positive guidance given concerns about margins. For Microsoft, a beat supported by continued cloud and AI growth would demonstrate resilience despite broader valuation pressure among software stocks; both outcomes may ease investor risk aversion and
      167Comment
      Report
    • 這是甚麼東西這是甚麼東西
      ·01-24 13:13
      What to Expect from Apple and Microsoft Strong earnings from these giants are viewed as essential to reversing recent underperformance, as both stocks have lagged the S&P 500 over the past year.  Apple: Forecast to post $2.65 EPS on $137.5B to $138.4B in revenue. Investors are focused on iPhone 17 momentum and "Apple Intelligence" adoption to justify its premium valuation. Microsoft: Expected to deliver $3.88 EPS on $80.2B in revenue. The primary driver will be Azure and AI growth, specifically how the OpenAI partnership and Copilot are translating into measurable returns.  Meta's Path to Regaining Confidence After an 11% post-earnings selloff in late 2024, Meta needs to balance strong growth with controlled spending to regain investor trust.  Earnings Targets: Analysts
      133Comment
      Report
    • nerdbull1669nerdbull1669
      ·01-22 08:22

      Mag7 Dominance Show Cracks as High Valuations Hit 'Healthy Reset' - Do We Do 'Buy-the-Dip' Narrative?

      As of late January 2026, the Magnificent 7 (Mag7) tech giants have experienced a significant sell-off, with Nvidia (NVDA) facing acute pressure that has resulted in a "value wipeout" of over $700 billion for the group. Looking at how these formerly dominant tech stocks are becoming a drag on the broader market, with many falling into correction territory. In this article, we would like to share a structured, analytical view on which Magnificent 7 stocks could be considered “buy-the-dip” candidates if the market stages a recovery rally in early 2026, and how investors might plan to take advantage of this environment given the severe sell-off and rotation out of mega-cap tech. Context — Sell-Off and Market Dynamics Recent market action: Major tech stocks known as the “Magnificent 7” — Apple,
      805Comment
      Report
      Mag7 Dominance Show Cracks as High Valuations Hit 'Healthy Reset' - Do We Do 'Buy-the-Dip' Narrative?
    • WeChatsWeChats
      ·01-21
      🩸 Mag 7 Bloodbath: Is the “China Ban” a Trap or the Ultimate Buy Signal? The screen was ugly Tuesday. The Magnificent 7 didn’t just slip—they slammed on the brakes. Nvidia ($NVDA) plunged 4.3%, taking the generals with it: Tesla ($TSLA) dropped over 4% and Oracle ($ORCL) slid nearly 6%. The headline causing the panic? China. Reports indicate that export licenses for Nvidia’s cutting-edge H200 AI chips are facing stiff resistance from regulators. This triggered immediate fears of a "revenue air pocket" for the sector. But before you panic-sell your winners or blindly buy the dip, you need to understand what the smart money is actually looking at. Is this a structural break in the AI narrative, or just a liquidity flush to shake out late retail longs? 1️⃣ The H200 "Crisis": Demand vs. Regula
      496Comment
      Report
    • RocketBullRocketBull
      ·01-21
      🚨🚨🚨Today, January 21, 2026, the markets are experiencing a sharp "risk-off" environment. Geopolitical tensions regarding the U.S. bid for Greenland and fresh tariff threats have triggered a massive sell-off across both traditional and digital assets. 📉 Stock Market Summary  * Widespread Losses: Wall Street saw its worst single-day performance in months. The S&P 500 fell 2.06% (erasing its 2026 gains), the Nasdaq tumbled 2.39%, and the Dow shed over 870 points.  * Tech Sector Hit: Heavyweights like Nvidia, Amazon, and Tesla all fell by 3% or more, wiping out billions in market value.  * Global Contagion: European indices (DAX, CAC 40) fell as much as 1%, while Asian markets like the Nikkei 225 and Nifty 50 also closed significantly lower.  * Yield Spike: The 10-year
      323Comment
      Report
    • MrzorroMrzorro
      ·01-21
      Mag 7 Earnings Are Here: A Reality Check After the Selloff Why Mag 7 suddenly looks fragile Big-cap tech has looked strangely mortal to start the year. Mag 7 has lagged smaller caps, and the latest geopolitical shockwaves have turned "quality growth" into "sell first, ask questions later." That sets up an unusually high-stakes earnings stretch, because positioning is lighter, expectations are clearer, and guidance language will matter as much as the quarter itself. Based on current consensus, $Tesla Motors(TSLA)$   , $Microsoft(MSFT)$   , and $Meta Platforms, Inc.(META)$ <
      895Comment
      Report
    • tibertiber
      ·01-20
      Good read - realisitically anyone looking at growth outside of ETF's with low risk should be taking a look at these stocks. On the other hand - the AI bubble is speculated to be towards the upper end of a potential burst 
      175Comment
      Report
    • WeChatsWeChats
      ·01-16
      Mag 7 Flash Crash: Why "Nuclear Power" is the New Support Level ☢️📉 The Magnificent 7 just synchronized a massive sell-off, and if you’re scrolling through your watchlist seeing red, you’re likely asking one question: Is the AI super-cycle over? Retail investors are panic-selling on the "tech weakness" headline. But smart money is quietly front-running a completely different narrative—one that started in May 2025 with the executive order for 10 new nuclear plants. While the market freaks out about short-term price action, the long-term winners are securing the one resource money usually can’t buy: Time and Energy. Here is why this dip is actually a "Golden Entry" for the specific tech giants pivoting to nuclear. 1️⃣ The "CapEx" Misunderstanding: Why Retail is Wrong The biggest bear argumen
      7982
      Report
    • 這是甚麼東西這是甚麼東西
      ·01-15
      the recent decline has affected most major tech stocks. Market participants reviewing opportunities might look at differences in recent price resilience, cash flow trends, and fundamental growth rates, while also considering long-term thematic investments such as AI infrastructure and energy supply.
      440Comment
      Report
    • TBITBI
      ·01-24 20:53

      [6] GOOG, AMZN, SMCI

      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 to be and do not constit
      1.96K2
      Report
      [6] GOOG, AMZN, SMCI
    • SpidersSpiders
      ·01-24 21:29

      Curious but Cautious: My Take on the Magnificent 7

      I don’t own any of the Magnificent 7 stocks. Not a single share. And yet, every earnings season, I can’t help but watch them closely. Next week is no exception. Microsoft, Meta Platforms, and Tesla are set to report after the close on January 28, followed by Apple on the 29th. Headlines are already buzzing. Analysts are predicting Apple to post $2.65 EPS on $137.5 billion in revenue, Microsoft $3.88 EPS on $80.2 billion, and Meta faces extra scrutiny after its last post-earnings selloff. Apple (AAPL) Tesla Motors (TSLA) Meta Platforms, Inc. (META) Microsoft (MSFT) Over the past few years, I’ve noticed a pattern with tech-related stocks: even when they dip, the pullbacks usually feel temporary. Hype seems to have a way of creeping back in, driving prices higher. It’s almost hypnotic—the mar
      23Comment
      Report
      Curious but Cautious: My Take on the Magnificent 7
    • LanceljxLanceljx
      ·01-24 14:04
      Here are the key considerations for the upcoming critical earnings week for the “Mag 7” (Microsoft, Meta, Tesla, Apple) and how the results might impact their recent underperformance: 1. Can strong earnings from Apple and Microsoft reverse recent underperformance? Strong results from Apple and Microsoft could indeed help to stabilise sentiment and potentially reverse some of the recent underperformance. Analysts expect Apple to deliver solid earnings driven by robust iPhone demand, which could buoy confidence if it beats expectations and offers positive guidance given concerns about margins. For Microsoft, a beat supported by continued cloud and AI growth would demonstrate resilience despite broader valuation pressure among software stocks; both outcomes may ease investor risk aversion and
      167Comment
      Report
    • 這是甚麼東西這是甚麼東西
      ·01-24 13:13
      What to Expect from Apple and Microsoft Strong earnings from these giants are viewed as essential to reversing recent underperformance, as both stocks have lagged the S&P 500 over the past year.  Apple: Forecast to post $2.65 EPS on $137.5B to $138.4B in revenue. Investors are focused on iPhone 17 momentum and "Apple Intelligence" adoption to justify its premium valuation. Microsoft: Expected to deliver $3.88 EPS on $80.2B in revenue. The primary driver will be Azure and AI growth, specifically how the OpenAI partnership and Copilot are translating into measurable returns.  Meta's Path to Regaining Confidence After an 11% post-earnings selloff in late 2024, Meta needs to balance strong growth with controlled spending to regain investor trust.  Earnings Targets: Analysts
      133Comment
      Report
    • day fraderday frader
      ·01-24 19:37
      day trader daily
      7Comment
      Report
    • DeoncDeonc
      ·01-24 20:27
      What do expected fir Magnificent 7 earnings 
      57Comment
      Report
    • Chinny168Chinny168
      ·01-24 16:16
      Health mind body  Health is money 
      5Comment
      Report
    • nerdbull1669nerdbull1669
      ·01-22 08:22

      Mag7 Dominance Show Cracks as High Valuations Hit 'Healthy Reset' - Do We Do 'Buy-the-Dip' Narrative?

      As of late January 2026, the Magnificent 7 (Mag7) tech giants have experienced a significant sell-off, with Nvidia (NVDA) facing acute pressure that has resulted in a "value wipeout" of over $700 billion for the group. Looking at how these formerly dominant tech stocks are becoming a drag on the broader market, with many falling into correction territory. In this article, we would like to share a structured, analytical view on which Magnificent 7 stocks could be considered “buy-the-dip” candidates if the market stages a recovery rally in early 2026, and how investors might plan to take advantage of this environment given the severe sell-off and rotation out of mega-cap tech. Context — Sell-Off and Market Dynamics Recent market action: Major tech stocks known as the “Magnificent 7” — Apple,
      805Comment
      Report
      Mag7 Dominance Show Cracks as High Valuations Hit 'Healthy Reset' - Do We Do 'Buy-the-Dip' Narrative?
    • WeChatsWeChats
      ·01-21
      🩸 Mag 7 Bloodbath: Is the “China Ban” a Trap or the Ultimate Buy Signal? The screen was ugly Tuesday. The Magnificent 7 didn’t just slip—they slammed on the brakes. Nvidia ($NVDA) plunged 4.3%, taking the generals with it: Tesla ($TSLA) dropped over 4% and Oracle ($ORCL) slid nearly 6%. The headline causing the panic? China. Reports indicate that export licenses for Nvidia’s cutting-edge H200 AI chips are facing stiff resistance from regulators. This triggered immediate fears of a "revenue air pocket" for the sector. But before you panic-sell your winners or blindly buy the dip, you need to understand what the smart money is actually looking at. Is this a structural break in the AI narrative, or just a liquidity flush to shake out late retail longs? 1️⃣ The H200 "Crisis": Demand vs. Regula
      496Comment
      Report
    • MrzorroMrzorro
      ·01-21
      Mag 7 Earnings Are Here: A Reality Check After the Selloff Why Mag 7 suddenly looks fragile Big-cap tech has looked strangely mortal to start the year. Mag 7 has lagged smaller caps, and the latest geopolitical shockwaves have turned "quality growth" into "sell first, ask questions later." That sets up an unusually high-stakes earnings stretch, because positioning is lighter, expectations are clearer, and guidance language will matter as much as the quarter itself. Based on current consensus, $Tesla Motors(TSLA)$   , $Microsoft(MSFT)$   , and $Meta Platforms, Inc.(META)$ <
      895Comment
      Report
    • RocketBullRocketBull
      ·01-21
      🚨🚨🚨Today, January 21, 2026, the markets are experiencing a sharp "risk-off" environment. Geopolitical tensions regarding the U.S. bid for Greenland and fresh tariff threats have triggered a massive sell-off across both traditional and digital assets. 📉 Stock Market Summary  * Widespread Losses: Wall Street saw its worst single-day performance in months. The S&P 500 fell 2.06% (erasing its 2026 gains), the Nasdaq tumbled 2.39%, and the Dow shed over 870 points.  * Tech Sector Hit: Heavyweights like Nvidia, Amazon, and Tesla all fell by 3% or more, wiping out billions in market value.  * Global Contagion: European indices (DAX, CAC 40) fell as much as 1%, while Asian markets like the Nikkei 225 and Nifty 50 also closed significantly lower.  * Yield Spike: The 10-year
      323Comment
      Report
    • tibertiber
      ·01-20
      Good read - realisitically anyone looking at growth outside of ETF's with low risk should be taking a look at these stocks. On the other hand - the AI bubble is speculated to be towards the upper end of a potential burst 
      175Comment
      Report
    • WeChatsWeChats
      ·01-16
      Mag 7 Flash Crash: Why "Nuclear Power" is the New Support Level ☢️📉 The Magnificent 7 just synchronized a massive sell-off, and if you’re scrolling through your watchlist seeing red, you’re likely asking one question: Is the AI super-cycle over? Retail investors are panic-selling on the "tech weakness" headline. But smart money is quietly front-running a completely different narrative—one that started in May 2025 with the executive order for 10 new nuclear plants. While the market freaks out about short-term price action, the long-term winners are securing the one resource money usually can’t buy: Time and Energy. Here is why this dip is actually a "Golden Entry" for the specific tech giants pivoting to nuclear. 1️⃣ The "CapEx" Misunderstanding: Why Retail is Wrong The biggest bear argumen
      7982
      Report
    • 這是甚麼東西這是甚麼東西
      ·01-15
      the recent decline has affected most major tech stocks. Market participants reviewing opportunities might look at differences in recent price resilience, cash flow trends, and fundamental growth rates, while also considering long-term thematic investments such as AI infrastructure and energy supply.
      440Comment
      Report