InfluAlpha
← Retour au Tableau de Bord
‘Mag 7’ has become ‘Lag 7,’ market expert says

‘Mag 7’ has become ‘Lag 7,’ market expert says

Fox Business Clips
Analysé Voir sur YouTube Demandé Le
Rendement de la vidéo
-9,86%
Appels
6
Achat / Vente
0 6
Publié

Recommandations

L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.

  1. 01 AAPL NASDAQ VENDRE +7,27%
    Entrée $336,91 27 juil 2026
    Actuel $312,41 06 août 2026
    Résultat +$24,50

    WE SAID LIGHTEN UP ON THE MAG 7

    Contexte "WE SAID LIGHTEN UP ON THE MAG 7 AND WHAT'S HAPPENED THIS YEAR? THEY'VE BECOME THE LAG 7, DRAMATICALLY UNDERPERFORMED THE INDICES."

  2. 02 MSFT NASDAQ VENDRE -29,27%
    Entrée $389,10 27 juil 2026
    Actuel $502,97 07 août 2026
    Résultat −$113,87

    WE SAID LIGHTEN UP ON THE MAG 7

    Contexte "WE SAID LIGHTEN UP ON THE MAG 7 AND WHAT'S HAPPENED THIS YEAR? THEY'VE BECOME THE LAG 7, DRAMATICALLY UNDERPERFORMED THE INDICES."

  3. 03 GOOGL NASDAQ VENDRE -8,58%
    Entrée $326,56 27 juil 2026
    Actuel $354,59 07 août 2026
    Résultat −$28,03

    WE SAID LIGHTEN UP ON THE MAG 7

    Contexte "WE SAID LIGHTEN UP ON THE MAG 7 AND WHAT'S HAPPENED THIS YEAR? THEY'VE BECOME THE LAG 7, DRAMATICALLY UNDERPERFORMED THE INDICES."

  4. 04 AMZN NASDAQ VENDRE -19,34%
    Entrée $231,39 27 juil 2026
    Actuel $276,14 07 août 2026
    Résultat −$44,75

    WE SAID LIGHTEN UP ON THE MAG 7

    Contexte "WE SAID LIGHTEN UP ON THE MAG 7 AND WHAT'S HAPPENED THIS YEAR? THEY'VE BECOME THE LAG 7, DRAMATICALLY UNDERPERFORMED THE INDICES."

  5. 05 NVDA NASDAQ VENDRE -13,88%
    Entrée $196,51 27 juil 2026
    Actuel $223,78 07 août 2026
    Résultat −$27,27

    WE SAID LIGHTEN UP ON THE MAG 7

    Contexte "WE SAID LIGHTEN UP ON THE MAG 7 AND WHAT'S HAPPENED THIS YEAR? THEY'VE BECOME THE LAG 7, DRAMATICALLY UNDERPERFORMED THE INDICES."

  6. 06 META NASDAQ VENDRE +0,16%
    Entrée $593,87 27 juil 2026
    Actuel $592,90 07 août 2026
    Résultat +$0,97

    WE SAID LIGHTEN UP ON THE MAG 7

    Contexte "WE SAID LIGHTEN UP ON THE MAG 7 AND WHAT'S HAPPENED THIS YEAR? THEY'VE BECOME THE LAG 7, DRAMATICALLY UNDERPERFORMED THE INDICES."

Transcription Complète
SONG? FLEETWOOD MAC. STUART: LET'S GET ON WITH IT, WE'VE GOT GOOD STUFF FOR YOU THIS MORNING. LOOK AT THIS, THE DOW FUTURES EXPECTED TO BE UP ABOUT 600 POINTS AND THE NASDAQ UP ABOUT 400. FORTUNATELY, WE HAVE TOM HAYS WITH US IN NEW YORK CITY AND HE'S GOING TO TELL US WHY HE'S GOT THE RALLY. TECH EARNINGS THIS WEEK, THE FED MEETS THIS WEEK, WHY THE RALLY? >> THE BIGGEST THING ABOUT THE RALLY IS CEASE-FIRE, OIL PRICES ARE DOWN AND THAT'S WHAT THE MARKET WAS AFRAID OF. NOT TO PUT A DAMPER ON THE PARADE HERE, I THINK YOU WANT TO BE CAUTIOUS WHEN EVERYONE IS EXCITED. I'M A LITTLE CONCERNED ABOUT THE A.I. TRADE THIS WEEK. WE CAME ON YOUR SHOW LAST YEAR AND WE SAID LIGHTEN UP ON THE MAG 7 AND WHAT'S HAPPENED THIS YEAR? THEY'VE BECOME THE LAG 7, DRAMATICALLY UNDERPERFORMED THE INDICES. IN JUNE WE CAME ON YOUR SHOW AND SAID GET OUT OF THE CROWDED A.I. TRADE, SEMICONDUCTORS AND MEMORY, AND ON AVERAGE THEY'RE DOWN 2 25 TO 40% IN THE LAST MONTH ACROSS THOSE NAMES. SO, WHAT ARE WE GOING TO SEE THIS WEEK? WE ARE GOING TO SEE EITHER THE MAG 7 SAYS WE INCREASED SPENDING, WHICH YOU SAW WITH GOOGLE AND GOOGLE ACTUALLY SOLD OFF BECAUSE THEIR NEGATIVE FREE CASH FLOW. IF YOU'RE INDICATING YOU'RE SPENDING, AND NO CASH FLOW, YOU EITHER HAVE TO RAISE DEBT, IF THEY SAY THEY'RE TAKING BACK CAP X YOU MIGHT SEE A SHORT RALLY IN THE HYPER SCALERS, BUT THE SEMICONDUCTORS WILL SELL OFF DRAMATICALLY IF YOU SEE THAT. SO WE'RE ON THE CUSP OF AN EDGE HERE AND WHEN WE GET TO EARNINGS, IT'S GOING TO BE THE MOMENT OF TRUTH. STUART: WE SHALL SEE BECAUSE MICROSOFT COMES UP, I THINK IT'S ON

Commentaires 0

Aucun commentaire pour l'instant. Soyez le premier à partager votre avis !