$MAGS — FinTwit mentions on Surfaced

$MAGS — FinTwit mentions on Surfaced

Recent mentions

28 mentions

@michaelsikandJul 16, 2026 · 8:17 PM

Dropped $100K into the market here into a fresh "I bought the dip" account. Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see no reason to concentrate this capital when there's this many deals across themes. Indexes are holding up well, the AI buildout is accelerating, earnings are coming up, and economic data is relatively strong. This looks like a generational retail shakeout, where leverage is just getting unwound, and sentiment is driving not facts and data. I feel like we might be towards the back end of this high beta rinse. But of course my timing could be wrong. Things could fall further on Iran escalation which of course has a knock on effect with interest rates, which could certainly mean major pain ahead. Adding to each of my 6 @joinautopilot portfolios equally and then to my favorite international stocks, other picks, and microcaps not reflected there. Memory Supercycle ($14,286): $MU 5.78% $SNDK 5.13% $EWY 2.25% blockstack:native 0.59% $WDC 0.53% Photonics Is Next ($14,286): $LITE 2.32% $COHR 1.99% $AAOI 1.95% $TSEM 1.78% $CIEN 1.46% $VIAV 1.39% $GLW 1.29% $AEHR 0.92% $MRVL 0.60% $AXTI 0.57% Asymmetrical Bets ($14,286): $AAOI 3.38% $NBIS 3.36% $MAGS 2.74% $SONY 2.64% $APP 2.17% AI Factories ($14,286): $NBIS 4.14% $CRWV 2.18% $CLSK 1.47% $HUT 1.30% $BRUN 1.16% $SHAZ 1.15% $CORZ 0.74% $WULF 0.72% $GLXY 0.72% $APLD 0.71% Space Economy ($14,286): $RKLB 2.86% $ASTS 2.52% $SPCX 2.34% $MDA 1.93% $FLY 1.67% $BKSY 1.52% $LUNR 1.46% Modern Warfare ($14,286): $AVAV 5.33% $AVEX 3.92% $KTOS 2.61% $LASR 1.56% $ONDS 0.87% Other Bets ($14,286): KRKNF 1.02% LPTH 1.02% QCOM 1.02% ORCL 1.02% BE 1.02% NOK 1.02% OPTX 1.02% RDDT 1.02% LTRX 1.02% OUST 1.02% CCXI 1.02% SECZ 1.02% CRCL 1.02% ERII 1.02% This is NOT financial advice. I am not a licensed investment advisor. Do your own research and consult a licensed professional before investing. All investing involves risk, including loss of principal.

@tig88411109Jul 16, 2026 · 2:33 PM

@jincheng_jc 这个看股票长期投资价值，和短期股价表现以及仓位配置不一样。在具体操作上，我一样是暴露在Apple的风险因子上，因为我在6.25杀Mag 7估值时候拐点，周报也分析了记录配置 $MAGS

@investmentguru_Jul 15, 2026 · 2:20 PM

@investmentguru_Jul 14, 2026 · 3:03 PM

$MAGS https://t.co/sOpeG7U8h2

@investmentguru_Jul 11, 2026 · 1:19 PM

Mag 7: The Unloved Trade Is Set Up to Snap Back Everyone’s rotated out of Mag 7 into secondary tech and cyclicals in 2026. That crowding is exactly why the short-term setup now favors Mag 7. Where we stand ➡️ Mag 7 has trailed 300+ S&P 500 names this year — even Dollar Tree has outperformed ➡️ $MAGS (equal-weight Mag 7 ETF) is roughly flat YTD ➡️ $MSFT , $TSLA, $AMZN all deep red at points this year ➡️ Only $GOOGL has beaten the index The valuation case ➡️ Mag 7’s P/E premium over the rest of the S&P 500 has compressed from 30%+ to ~10% — cheapest relative valuation in over a decade ➡️ That’s the “priced for perfection” risk mostly wrung out already Why the turn happens now, not later ➡️ Q2 earnings season is the real catalyst — this is the “show me” quarter for AI capex ROI ➡️ $NVDA hasn’t reported yet — historically the single biggest sentiment swing factor for the whole group ➡️ Positioning is washed out. When a trade this big gets this unloved, the bar for “good enough” is low — even a modest beat can spark a sharp reversion ➡️ Rotation trades (small caps, cyclicals) have already run their course — fresh money often comes back to the biggest, most liquid names first Risk to the thesis ➡️ Fed rate hike risk raises the cost of financing the very capex fueling this story ➡️ Free cash flow is genuinely compressing at Microsoft and Amazon — that’s not just sentiment ➡️ Weak Copilot/AI-conversion data in earnings could reprice things lower, not higher Bottom line: short-term, the setup favors Mag 7 — cheap valuations, a real catalyst, and washed-out positioning. Long-term, the $700B question — does AI capex convert to earnings — is still unanswered. Not financial advice.

@tig88411109Jul 2, 2026 · 6:12 PM

投资如此，教育如此，都是克服人性。IQ和你的结果关系不大，最新的Science顶级期刊文章。每当市场恐慌或者贪婪的时候，我都会指明一个路径，不是心理按摩，是专业的买方操作手册和指南。坚持周报中的策略，最清楚的明了的投资策略。不要因为事件性冲击恐慌。宏观层面就业数据/Wash讲话，明确不足为虑。 $MAGS Mag 7 本周如预期大幅反弹有技术和基本面双重因素，软件亦如此。半导体硬件继续高位波动清洗浮筹，突发Meta事件冲击下，非基本面证伪，个体公司情绪化冲击，根据我系列的公司估值的范围锚定，按照支撑点位逢低买入收集筹码。具体按照估值范围和自己的仓位容忍度。教育分享。下图周报节选

@investmentguru_Jul 1, 2026 · 1:44 PM

$MAGS $IGV $LABU

@investmentguru_Jul 1, 2026 · 1:43 PM

@investmentguru_Jun 29, 2026 · 10:36 AM

Short-Term ETF Radar $IGV · $MAGS · $LABU Three interesting setups on the board right now. Here’s the read: $IGV — iShares Tech-Software ETF → Software is staging a comeback after the “SaaSpocalypse” fear cycle → Trading ~$88, significantly off its 52-week high of ~$118 — mean reversion thesis in play → Names like $NOW, $CRM, $PANW, $CRWD anchor the basket → Wall Street analysts currently flagging it as undervalued → Short-term signal: relief rally momentum, but watch for retests $MAGS — Roundhill Magnificent Seven ETF → Equal-weight exposure to $AAPL, $AMZN, $GOOGL, $META, $MSFT, $NVDA, $TSLA → Recently entered correction territory — down ~11% from May highs near $71 → Current price ~$61.60, sitting closer to 52-week low of $54 than the high → Sentiment: “frozen bullish” — institutions haven’t abandoned the trade → Short-term bounce candidate IF macro holds and tech rotation stabilizes $LABU — Direxion Daily Biotech Bull 3X → This one is the HIGH OCTANE play — 3X leveraged biotech exposure → Up ~375% year-over-year. Up ~52% in the last month alone → Six biotech IPOs in one week signals sector heat is real → Technicals: MACD bullish, RSI at ~65, strong buy signal on moving averages → Short-term signal: momentum is ripping — but 3X leverage means exits matter as much as entries Risk Note: $IGV and $MAGS are standard ETFs. $LABU is a 3X daily leveraged product — decay is real on holds longer than days. Size accordingly and have your stop levels set before entry. Not financial advice.

@investmentguru_Jun 26, 2026 · 5:02 PM

$MAGS it’s time for MAG 7 https://t.co/hNlmLabIYF

@convertbondJun 26, 2026 · 9:30 AM

Sell-side analysts - their sales pitch has consistently been - in the AI world everyone wins, regardless of free cash flow destruction at Mag7. 2026 $SOXX +106% $OIH +33% $NUKZ +8% $COPX +6% $XME +5% $MAGS -8%

@yasutaketinJun 25, 2026 · 2:35 PM

$MAGS マグ7の株価が酷すぎるとてもブル相場には見えない明日は金曜、株特売りの月末リバランスも待ってる https://t.co/nIwxaS5Yt6

@yasutaketinJun 23, 2026 · 2:53 PM

$MAGS マグ7 押し目買いじゃないかな https://t.co/GgSXIUGc64

@convertbondJun 12, 2026 · 11:31 AM

Into the Colossal IPO - Since October, during the greatest risk on the bull run for technology stocks? Industrials $VIS +15% Mag7 $MAGS -5% *Industrials just destroying Mag7, thank you, SpaceX, special thanks to the Bloomberg terminal. https://t.co/VT3MmZiDuK

@convertbondMay 25, 2026 · 2:18 PM

@GregorPepe @VictoriaViorela lol 😆 Last 12-months $SIL +106% $COPX +103% $GDX +68% Vs $MAGS +35% If it was a fight, there’d stop it.

@convertbondMay 22, 2026 · 6:49 PM

2026 Schlumberger $SLB +50% Oil Services $OIH +56% Vs. Mag7 $MAGS +6% *companies that control real assets are destroying paper promises.

@tradableastroMay 21, 2026 · 8:15 PM

Can $SPY drift higher from here? Yes. But look at what is carrying it. MAG7 dashboard: 3 Day 73%. 20 Day 96%. Crash 0.1%. Model Consensus 9/0 bullish. Market Breadth Aggressive Risk On at 92.9%. Momentum Strength 90.6%. The $MAGS are doing the heavy lifting. Equal weight is not keeping up. That is a narrow market and narrow markets are fragile. I have derisked a bit. Still long Space and still watching the MAGs. But I am not carrying the same size I was a month ago into a choppy liquidity forecast and a forecast line pointing lower on SPY. Strong Space. Strong MAGs. Everything else gets scrutinized before I add size.

@yasutaketinMay 14, 2026 · 4:16 AM

$MAGS $NYFANG マグ7、FANG+ 共にATH更新大型テックが調子いいね（ $MSFT 以外w） https://t.co/3nCGvTGSSS

@tradableastroMay 14, 2026 · 1:21 AM

$MAGS is going to carry this run higher $TSLA is still red YTD -1% as of right now $META - 6.5% YTD $MSFT - 16% YTD A lot of leg stretching to do here $NVDA is 10% away from hitting $6T mkt cap, it's just a magnet at this point https://t.co/dt5CU2i44T

@tradableastroMay 13, 2026 · 8:57 PM

The $MAGS tells a completely different story. 3 Day: 53%. 10 Day: 90%. 20 Day: 96%. Crash: 0.1%. Exposure: 100%. Model Consensus: 9 bullish 0 bearish. Every statistical model reading Aggressive Risk On. Market Stress Stable. Breadth 71%. This rally is being carried by a handful of names and they are running hard. Two snapshots of the same market. Equal weight is struggling. MAG7 is ripping. Know which one you are in before you size up. The terminal tells you exactly which side of that trade you are on.

@convertbondMay 6, 2026 · 3:59 PM

2026 - Hard Assets vs. Financial Assets BHP Group $BHP +42% Rio Tinto $RIO +35% Nuclear $URNM +23% Aluminum $AA +18% Copper $COPX +16% Coal $COAL +13% vs Mag7 $MAGS +3% Facebook $META -7% Microsoft $MSFT -14% Bloomberg

@yasutaketinMar 24, 2026 · 2:48 PM

"新しい暦年の始まりにおいて、季節的な資金流入はラッセル2000 $IWM $RUT と比較して、マグニフィセント・セブンや大型成長株には味方しない。毎年、第1四半期には同様のアンダーパフォーマンスが見られる。しかし、第2四半期以降は、すべて彼ら $MAGS $QQQ の独壇場となる。右肩下がりの50日移動平均線が抵抗線となっている。ここを上抜ければ、リーダーシップの復活だ。"

@yasutaketinFeb 13, 2026 · 11:50 AM

25年からの比較チャート $COPX $SMH $QQQ $SPY $MAGS 自分的にまだ買えるチャートなのは銅と半導体、という認識 https://t.co/d7gIGPhTqC

@yasutaketinJan 23, 2026 · 3:54 PM

$MAGS マグ7 ETF 弱めだった大型株に買いが入ってる逆に $IWM ラッセル2000小型株ETFは売られてるローテーションっぽい https://t.co/Rl8i2hFC2F

@tradableastroJan 14, 2026 · 1:58 AM

$MAGS looks similar to $QQQ imo. Stuck in a range https://t.co/gSpqEQkxyz

@tradableastroJan 10, 2026 · 5:51 PM

$QQQ Starting to breakout from this compression. We saw $SPY breakout and make new ATH's this past week. $QQQ / $MAGS is lagging behind, would like to see a push higher in the coming weeks. @riskoff https://t.co/zNyY8s4ivV

@tradableastroJan 2, 2026 · 1:17 PM

$GOOGL $GOOG ready for another leg up Looks like $MAGS as a whole is ready to move higher imo https://t.co/nO1PursjiO

@yasutaketinDec 23, 2025 · 6:24 AM

$MAGS マグ7ETFがブレイクアウト $TSLA $GOOGL https://t.co/5gYXUvNVXl