Davy’s Post

It is so difficult to comprehend how big the Magnificent 7 has become? Im not trying to discount the great things these companies have done and will do. I guess I just question if these companies are really worth their current price and valuations. The Magnificent 7's market cap is higher than any non-US stock market in the world. The group is worth now ~$15.7 trillion, almost double China’s stock market value of $8.7 trillion. It is also worth nearly as much as the German, Canadian, UK, French, and Indian stock markets COMBINED. Apple, Nvidia, and Microsoft each are worth more than the German and Canadian markets. To put this into another perspective, the total US stock market is worth $50 trillion, just 3 times more than the Magnificent 7. Big tech is MASSIVE. SOURCE: @KobeissiLetter #magnificent7 #investing #techstocks

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Did you know the top 30 companies in the S&P 500 now make up about 53% of the index, compared to roughly 40% in previous years? It's interesting that Nvidia, Microsoft, and Apple alone account for around 20% of the index. What do you think about this shift in market concentration? Comment below.

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The problem with high valuations is that moving forward, everything has to go as expected just to maintain the current valuation. Even if the company does everything the market expected, shareholders still only earn the “e” in that “p/e” multiple. So, in other words, if you pay 20 times earnings for something, in essence, a PE of 20, it means based on current earnings, it will take you 20 years to get your money back. A price to earnings of 100 times means it will take you 100 years. While nobody can predict where these companies will go, I know that the largest social network in 2003 was Friendster. Not Facebook. 20 years is a long time for competitive market forces. 100 years is even longer. How long can a company continue to grow bottom line at above average rates? Is Nvidia the next Cisco? It’s hard to say. Nobody knows. All I know is that portfolio structure, diversification, and not chasing fads are the keys to investment success. Not last years best idea.

Welcome to 2024, where trillion-dollar giants rule! Apple, Microsoft, and Nvidia lead the $3T club, while Alphabet and Amazon trail close behind Ready to dive into the trillion-dollar era? Subscribe to the Exchange Invest Newsletter for the latest news updates! #finance #market #TrillionDollarClub

The “Magnificent 7” have contributed nearly double the rest of the 493 components combined for the S&P 500 in 2024 YTD. Even more interestingly, as NVIDIA surpasses both Apple & Microsoft for the most valuable public company by total market cap, they’re contributing more than the other six mega-caps that make up the “Magnificent 7”. I think it’s going to be very challenging to sustain this kind of market leadership for the long-term. Time will tell. Sources: OVOM Research, S&P Global #Research #Economy #Markets #Finance #Equities

As we brace for upcoming earnings reports, the focus is shifting to Nvidia, Microsoft, and Alphabet. The big question Will they live up to the heightened market expectations, considering the high valuations? #EarningsReports #BigTech #MarketExpectations