I'm here for the downfall and cannibalization of "The Magnificent 7": Microsoft, Apple, Amazon, Nvidia, Tesla, Meta and Alphabet I Study Financial Markets. The Nvidia Rout Is Only the Start. www.nytimes.com/2025/01/28/o... - ThreadSky

wajali.bsky.social • 20 days ago

I'm here for the downfall and cannibalization of "The Magnificent 7": Microsoft, Apple, Amazon, Nvidia, Tesla, Meta and Alphabet

I Study Financial Markets. The Nvidia Rout Is Only the Start. https://www.nytimes.com/2025/01/28/opinion/nvidia-deepseek-ai-valuation-ouroboros.html?smid=bs-share

Comments

humoristguy.bsky.social•20 days ago

Apple is more of a consumer products company then a tech company

land-snark1.bsky.social•20 days ago

Destroy those and how are you planning to communicate and maintain your engagement through channels.

scrivener45.bsky.social•20 days ago

Higher

scrivener45.bsky.social•20 days ago

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naeemsiddiqi.bsky.social•20 days ago

Unless the author mortgages his home to bet on his forecast, I'd take all of it with a dollop of salt.

usnthem.bsky.social•17 days ago

This doesn't seem like super great for NVDA: https://www.dramexchange.com/WeeklyResearch/Post/2/12243.html

dirk-straun.bsky.social•20 days ago

I'm selling half my AMZN, META, GOOGL at market open and all of my tech ETFs. It's going to be brutal. I just started relying on investment savings too. Scary times.

justannief.bsky.social•20 days ago

snark66.bsky.social•20 days ago

I remember advice years ago about investing.

Never invest in a company that doesn't actually make a physical product.

I'm so glad I took that advice.

ceekav.bsky.social•20 days ago

I understand your sentiment, but all the Mag 7 companies mentioned make physical products.

snark66.bsky.social•20 days ago

None of the social media companies do

trudheim.bsky.social•20 days ago

Interesting read. And some inheresting observations.

If we were to enter a recession due to a trade war, is there a palpable risk that the recession turns into a depression?

jmbzbell.bsky.social•20 days ago

Good to know! This interests me but am not as knowledgeable as I should be by now. I’m more inclined to dig into information and research it if someone elevates it, like you have. You had me at ‘downfall’ and list of THEM.

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