Mag 7’s Pricey But Promising: Would You Ride the Last 30%?

After a strong May, the current "Magnificent 7" trades at a 42x forward P/E ratio — still about 30% below the average peak valuation of past U.S. market bubbles (58x). Despite a surge in tech hedge fund buying last week, institutional exposure to the “Mag 7” remains at a five-year low. Now that the Mag 7 has rallied to new highs, should we stay bullish — or avoid chasing the last dollar? What does it signal when institutional exposure to the Mag 7 is this low? Should retail investors buy now and wait for institutions to chase the rally — or follow the “smart money” and stay cautious?

avatarneo26000
06-05 23:03
$Tesla Motors(TSLA)$  Everyone saw the warning signs—Tesla’s numbers in Europe and China were faltering. But it didn’t matter. Investors treated Musk like a god, convinced he could bend reality to his will. They stayed at the party long after the music faded, unwilling to be the first to leave, hoping the magic would return. But now, it’s all over. The lights are out, the spell is broken, and Tesla’s stock has collapsed. Tomorrow? That’s anybody’s guess.

From Niche to Kingmaker: MongoDB's $2.2B Voyage AI Bet Pays Off

$MongoDB Inc.(MDB)$ reported Q1 FY2026 (ending April 30, 2025) earnings on June 4 after-hours, a quarterly turnaround to a profit (the market expected a loss as well) Its strong performance may further consolidate its leading position in the cloud database market, and the advancement of its AI strategy may change the competitive landscape of the industry, attracting more enterprise-class customers.At the same time, increased competition with $Amazon.com(AMZN)$ AWS, $Alphabet(GOOGL)$ Google Cloud may also put pressure on the non-Atlas business, and we need to continue to monitor the long-term market share changes.Performance and Market FeedbackRevenue: Revenue was
From Niche to Kingmaker: MongoDB's $2.2B Voyage AI Bet Pays Off
avatarMrzorro
06-05 01:10
Make MAG 7 Great Again? Big Tech Is Back in S&P 500 Driver's Seat The same technology giants that helped drag the S&P 500 to the brink of a bear market after Liberation Day on April 2 are giving the recovery in US equities some legs. $NVIDIA Corp(NVDA)$   put a bow on a better-than-expected earnings season for Big Tech last week by delivering a strong outlook for revenue, despite US restrictions on sales of its chips in China. Nvidia has reclaimed the title of the world's most valuable company. The S&P 500 Index is within 3% of its February record high, with much of the rebound being fueled by easing tensions between the US and its trade partners, as well as Big Tech results that show AI frenzy
avatarKKLEE
06-04 14:29
They’ve been the market darlings, the heavyweights, and the alpha machines — the Magnificent 7: Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta, and Tesla. These giants have powered the S&P 500’s massive gains, contributing nearly 70% of the index’s performance in 2024. But now, with many of them up 50–100% from 2023 lows, investors are asking: Is there still 30% upside left to ride? Or are we entering the final leg of a crowded trade? Let’s break it down. 💡 The Bull Case: Still Magnificent? 1. AI tailwinds are real and structural Nvidia’s blowout earnings, Microsoft’s Copilot momentum, and Meta’s custom AI chips all point to one thing: the AI boom isn’t hype — it’s a secular shift. These companies are not just using AI; they’re building it, selling it, and scaling it. 2. Dominance br
avatarkoolgal
06-03 19:54

The Magnificent 7 at New Highs: Bullish Opportunity or Chasing the Last Dollar?

🌟🌟🌟The Magnificent 7- Apple, Microsoft, Amazon, Alphabet, Meta Platforms, Tesla and Nvidia have dominated headlines and portfolios alike.  Recently these Tech Titans have rallied to new highs, sparking a fresh debate - Is this a golden opportunity to ride the momentum?  Or are we now flirting with overextended valuations, essentially chasing the last dollar? The recent surge has injected a burst of optimism into the markets, with some members of the Magnificent 7 posting their best gain in years.  Yet beneath the celebratory surface lies a pressing question about sustainable growth versus exuberant pricing.  The rally itself has been nothing short of electrifying.  In May several of these mega cap recorded staggering percentage gains, which helped propel the S&
The Magnificent 7 at New Highs: Bullish Opportunity or Chasing the Last Dollar?
avatarTiger_Chart
06-04 03:15

See the magnificent seven cash flows vs share price, what do you get?

Discovering the Magnificent Seven Cash Flow Dynamics: Insights into Share Price Movements1) $NVIDIA(NVDA)$Source:@KoyfinCharts2) $Microsoft(MSFT)$Source:@KoyfinCharts3) $Meta Platforms, Inc.(META)$Source:@KoyfinCharts4) $Alphabet(GOOGL)$Source:@KoyfinCharts5. $Amazon.com(AMZN)$Source:@KoyfinCharts6) $Tesla Motors(TSLA)$Source:@KoyfinCharts7) $Apple(AAPL)$Source:@KoyfinChartsThere is a close relationship between cash flow and stock price, although this relationship is not always direct.Cash flo
See the magnificent seven cash flows vs share price, what do you get?
avataryourcelesttyy
06-03 05:46

🔥 Mag 7’s Sky-High Surge: Is the Final 30% Worth the Gamble?

The "Magnificent 7"—Apple, Microsoft, Alphabet, Amazon, Meta, Tesla, and Nvidia—have roared to new peaks after a blazing May, now commanding a 42x forward P/E ratio. That’s a hefty premium, yet it sits 30% below the 58x average peak of past U.S. market bubbles. Hedge funds are diving in headfirst, with a buying spree last week, but broader institutional exposure lingers at a five-year low. So, what’s the play? Are these tech titans primed for one last leg up, or are retail investors late to a party about to crash? Let’s dive into the signals, the stakes, and how to navigate this high-stakes showdown. 📊 Valuation Reality: Expensive, Not Exploded A 42x forward P/E isn’t cheap—it’s a stretch. But stack it against the 58x bubble peaks of yesteryear, and there’s a 30% buffer before we hit noseb
🔥 Mag 7’s Sky-High Surge: Is the Final 30% Worth the Gamble?
avatarTiger_comments
06-03 08:38

Summer Spotlight on Mag 7: Do You Dare to Ride the Last 30%?

Global equities are approaching record highs, and some analysts predict the rally could continue, supported by dip-buying activity.The MSCI All Country World Index by Morgan Stanley is now just 0.5% below its all-time closing high of 887.72, set on February 18. Following a low in April—after former U.S. President Trump announced new tariffs—the index has since rebounded 19%.US Stocks Near Record Highs: Is Magnificent 7 the Top Summer Pick?According to a May 31 market insight from Goldman Sachs, as summer begins, investors are refocusing on the Magnificent 7, a group of mega-cap tech stocks that are once again outperforming the broader market.Seen as symbols of “defensive growth,” the Mag 7 are gaining favor in an environment of elevated uncertainty. Continued economic expansion and the Fed
Summer Spotlight on Mag 7: Do You Dare to Ride the Last 30%?
avatarswegheck
06-03 14:58
As of June 3, 2025, the “Magnificent Seven” (Mag 7) tech stocks—Apple, Microsoft, Alphabet, Amazon, Nvidia, Tesla, and Meta Platforms—have experienced a volatile year, marked by a significant rally in May but still facing year-to-date challenges.  In May, the group collectively surged over 13%, marking their strongest monthly performance in two years. This rebound was fueled by easing trade tensions and investor optimism surrounding artificial intelligence (AI) advancements. However, despite this uptick, the Mag 7 remains in negative territory for the year, alongside crude oil, among 32 asset classes tracked by Deutsche Bank .   Apple has been the group’s worst performer, with shares down 20% year-to-date, impacted by U.S.-China trade tensions and delayed AI integration. Nonetheless, an
avatarWeChats
06-04 14:11
At 42x forward P/E, they not cheap  but still below past bubble highs. $NVIDIA(NVDA)$  and $Meta Platforms, Inc.(META)$  still riding AI tailwind, Amazons efficiency game strong, and Microsoft steady like CPF. But $Apple(AAPL)$  ? Growth slowing. $Tesla Motors(TSLA)$  ? Hmm… getting more like wildcard than wonderkid. 🧠 My take: Nvidia, Meta, and Amazon still got story to run. Apple and Tesla maybe more sideways. So dont just buy the basket — pick the stall with best char siew. 🎯 Strategy: Selective exposure. Hedge your risk. Dont wait for institutions to confirm before you tak
avatar1PC
06-04 04:52
I remain cautious & will follow the SMART Money 💰 for Short Term opportunity. If the trend 📈 holds, then there is opportunity to extend to Mid Term opportunity 😉. Vested with Nvda Tesla Google [Happy]   Seeing them as a stronger 💪💪💪 candidate in my ST 🐎🐎🐎. $NVIDIA(NVDA)$  $Tesla Motors(TSLA)$  $Alphabet(GOOGL)$  Only unknown factor is Prata - Man... Kosong Prata today or Egg 🥚 Prata [LOL]  [LOL]  [LOL]  .
avatarAqa
06-04 13:40
The Magnificent 7 stocks are regaling favor amid environmental uncertainties and continued economic expansion. The Mag 7 still have 30% upside. It is worth taking the risk to invest in these stocks and reap big returns.🚀🚀🚀 Thanks @Tiger_comments @icycrystal @SPACE ROCKET @1PC @SPOT_ON @Mrzorro @MHh
avatar1PC
06-04 13:55
Dare to Ride the Last 30% .... 🤔 why not [Helpless] Already in the Ride, just treat it as "Extra" Rounds 😁😉 @Shyon @Barcode @JC888 @Shernice軒嬣 2000 @koolgal @yourcelesttyy
avatarTiger_Chart
06-03 10:44

Happy 129th Birthday, Papa Dow(May26 1896)

Happy birthday to the Dow Jones Industrials index $Dow Jones(.DJI)$ that just turned 129 years old last week It closed last week at 42,270.07, well above the 40.94 it started at 129 yrs ago despite spanish flu, 2 world wars, a great depression, a great financial crisis, a dot com crash , a global pandemic etc That’s over 103,000% capital gain and over 10% annualised return ( including dividends).ImageThe $Dow Jones(.DJI)$ a significant landmark in the financial world, has weathered 129 years of ups and downs. It started at 40.94 a century and a quarter ago and closed last week at 42,270.07.The $S&P 500(.SPX)$ ’s “birthday” can be traced back to March 4, 1957,
Happy 129th Birthday, Papa Dow(May26 1896)
avatarArianda
06-03 13:47
The “Magnificent Seven” (Mag 7)—Apple, Microsoft, Alphabet, Amazon, Meta, Nvidia, and Tesla—have been pivotal in driving the U.S. stock market’s performance. Despite a strong rally in May 2025, the group remains in negative territory for the year, one of only two asset classes, alongside crude oil, to post year-to-date losses among 32 tracked by Deutsche Bank. Valuations for the Mag 7 remain high, with their average P/E ratio significantly above historical market norms, potentially limiting further gains. Institutional exposure to the Mag 7 is at a five-year low, suggesting a cautious stance among large investors. This reduced interest could indicate a preference for diversification into other sectors or asset classes. For retail investors, the decision to invest in the Mag 7 at this junct
avatarskylover
06-04 15:15
$Tesla Motors(TSLA)$  might take that risk 
avatarMrzorro
06-04 14:48
Go big or go home. No risk, no gain! [LOL]
avatarQueengirlypops
06-04 03:40
lowkey think mag 7 is gonna pop tho, 30% upside ain't bad. gs says they're the move for summer but hedge funds been ghosting them, exposure at 5 yr lows. u in or out? Yo @Kiwi Tigress @Barcode
avatarMHh
06-03 09:26
I have not bought anything yet for this month . I’m still watching the market. It seems like market has bought into TACO and has ignored all his tariffs treats and rebounded even quicker than before after the dip when he first announces the new tariffs. I definitely won’t be chasing the MAG7 as they are back to being overvalued. I wouldn’t take the risk of chasing high to try to get that potential 30%. For those hit by tariffs, I would buy when the price is cheap very quickly because market has bought into TACO, and prices will quickly rebound within the week. This makes for a good swing trade. Of course, this is risky if the other country retaliates, so it is importabt to only buy good stocks at the right price and if I am willing to hold it for the longer term. Otherwise, I would be
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