Magnificent Seven Predictions
Browse Magnificent Seven market predictions and forecasts from well-known financial commentators. Each prediction is tracked from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
See quote
[22:04] the next decade for the hyperscalers is going to look so unlike the last decade as to be shocking... It's going to start with the semiconductor stocks and they're going to say, okay, look, the the the forward revenue and earnings estimates are going to come down because the spending is going to slow. But at the same time, we're going to start to hear more about how the profitability of these formerly great magnificent companies is really dramatically deteriorating as revenue growth continues to slow for them
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[36:33] I think in next quarter's earnings call when everyone realized a lot of this earnings power in Q1 was related to paper gains. Uh in Q2, they're going to more carefully assess uh operating gains and and not see any because it's just too early to get that return on investment. I think that's when you're going to get your your break in price.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[31:17] And what he means there is that these are these are estimates on how much they're going to earn from this spending of AI. But if it doesn't end up being as profitable as they hope, we could get a situation where that that those APS estimates come down in a hurry. And I suspect that there's more of a chance of a real accident in the in the tech than than the market expects.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[23:46] over the next 5 to 10 years, this group of stocks is not leading the market.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[10:09] when I do the numbers I think that mag seven buyback tax could very well be down 80 billion this year
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[8:05] MAG 7 would underperform as the carry trade unwound.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[24:11] sometime between now and then, um, you're going to have an opportunity to buy these businesses at better prices, much better prices. We think probably towards the fall of this year
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[25:31] I think at the least right now are probably the most overvalued companies and I'm going to point towards the Mag Seven right now. You've got, you know, the Mag Seven have got to see lots of things going right
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
The prediction claimed Magnificent Seven stocks would underperform due to high valuations. QQQ (Nasdaq-100, heavily weighted toward Mag Seven) returned 17% versus S&P 500's 14.7%, meaning the Mag Seven actually outperformed the broader market during the prediction period, directly contradicting the bearish underperformance claim.
See quote
[16:54] And all the mag seven, they're going to get crushed. Absolutely crushed.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
The prediction claimed the Magnificent Seven stocks would be 'absolutely crushed,' but instead MAGS rose 42.6% by the target date (from $40.87 to $58.27), with only a minor 5.9% decline to the period low ($38.44), which contradicts the bearish claim of a severe crash.