MAGA vs. the MAG7
Update: 2025-05-13
Description
Comparing the scale, dominance, and valuations of the MAG7 to the .com bubble of the late 1990’s and the Nifty Fifty of the late 1960’s. Discussing the cross currents of the trade wars, the advent of generative AI and the impacts of the DeepSeek revelations on the valuations of the MAG7.
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