Jan 27 '27
Watchlist / mag7
watchlist
Watchlist / mag7
current roster plus event stream
symbols 8 events 884 latest
Magnificent 7 - The seven largest US tech companies
Showing 120 of 884 events.
| 1D | 7D | 30D | 3M | 1Y | |
|---|---|---|---|---|---|
| cohort | -3.3% | -3.1% | -3.2% | +11.4% | +9.8% |
| SPY | -1.2% | -1.0% | -1.2% | +3.5% | +14.4% |
| Δ | -2.1% | -2.0% | -2.0% | +7.9% | -4.6% |
equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.
30D breadth 2/8 up
trend: 3 up · 0 flat · 5 down · avg RSI 46 · 75% above SMA200 · covered 8/8
Holdings
Jan 27 '27
Nov 17
Nov 2
Oct 29
Oct 29
Oct 28
Oct 28
Oct 28
KawzInvests — IDC: Q3 smartphone shipments fell 22%, the worst on record, as memory costs rose about 350%
KawzInvests — IDC: Q3 smartphone shipments fell 22%, the worst on record, as memory costs rose about 350%
dylan (@demian_ai) — Nvidia's GTC Berlin supplier release puts dates on packaging, test and substrate ramps, and the orders move a year ahead of capacity
dylan (@demian_ai) — Nvidia's GTC Berlin supplier release puts dates on packaging, test and substrate ramps, and the orders move a year ahead of capacity
KawzInvests — Anthropic's compute bill fell to about 55 cents per revenue dollar, but $450B of mostly non-cancelable cloud deals need $82–116B a year in sales
KawzInvests — Anthropic's compute bill fell to about 55 cents per revenue dollar, but $450B of mostly non-cancelable cloud deals need $82–116B a year in sales
Oct 22
Oct 21
Oct 21
Oct 21
Oct 19
Markos - Neocloud systemic risk is the B/C-tier wave borrowing against weak contracts, not the big names
Markos - Neocloud systemic risk is the B/C-tier wave borrowing against weak contracts, not the big names
Serenity - KeyBanc checks: Google discussing memory supply agreements through 2035, Samsung 70% allocated through 2031
Serenity - KeyBanc checks: Google discussing memory supply agreements through 2035, Samsung 70% allocated through 2031
Semafor - AI infrastructure debt costs soar: Oracle's debt rated just above junk, Microsoft's AAA protection up 25%
Semafor - AI infrastructure debt costs soar: Oracle's debt rated just above junk, Microsoft's AAA protection up 25%
SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs
SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs
Oct 16
Oct 16
Oct 16
Oct 15
Oct 14
Satya Nadella — Maia becomes Microsoft's primary inference system at multi-gigawatt scale starting next calendar year
Satya Nadella — Maia becomes Microsoft's primary inference system at multi-gigawatt scale starting next calendar year
Oct 13
Oct 12
Oct 9
Oct 9
Oct 9
Oct 8
Oct 7
MarketWatch — Google's new Constellation nuclear deal equals the output of a new reactor
MarketWatch — Google's new Constellation nuclear deal equals the output of a new reactor
Oct 6
Oct 5
SemiAnalysis — Google's GPU cloud climbs to Gold in ClusterMAX, but CoreWeave and Nebius are still the Platinum names it holds up as the bar
SemiAnalysis — Google's GPU cloud climbs to Gold in ClusterMAX, but CoreWeave and Nebius are still the Platinum names it holds up as the bar
Oct 2
Oct 2
Oct 2
Oct 1
Sep 30
Sep 29
Sep 28
CNBC — Meta recruits MongoDB CEO to build its enterprise platform
CNBC — Meta recruits MongoDB CEO to build its enterprise platform
Sep 28
Sep 28
Citrini — 738 controlled tests point to a bigger Fastly role in Meta Muse traffic than analysts have priced
Citrini — 738 controlled tests point to a bigger Fastly role in Meta Muse traffic than analysts have priced
Sep 25
Sep 25
Sep 25
Sep 25
Sep 25
Sep 24
Bloomberg — Nvidia is now among the most traded names in US credit default swaps as investors hedge its debt after June's billion bond sale
Bloomberg — Nvidia is now among the most traded names in US credit default swaps as investors hedge its debt after June's billion bond sale
Sep 23
Sep 23
Sep 23
Sep 23
Sep 23
Sep 23
Feed generated 2026-10-23.