r/stocks
Indexes vs Mag7. Are we down to the Mag 4?
Compares Mag7 drawdowns vs indexes; MSFT, META, TSLA corrected much more than AAPL, NVDA, GOOGL.
Indexes are the clear winner. Among Mag7, msft , meta and tsla seem to have corrected a lot more compared to aapl, NVDA and Googl .
The Stocks:
Microsoft (MSFT): Down -27.7% (ATH: $555 ➔ Now:$401)
Meta (META): Down -26.3% (ATH: $796 ➔ Now: $586)
Tesla (TSLA): Down -21.4% (ATH: $498 ➔ Now: $391)
Nvidia (NVDA): Down -13.9% (ATH: $236 ➔ Now: $203)
Amazon (AMZN): Down -12.7% (ATH: $278 ➔ Now: $243)
Alphabet (GOOGL): Down -11.2% (ATH: $408 ➔ Now: $363)
Apple (AAPL): Down -8.5% (ATH: $317 ➔ Now: $290)
The Broader Market (For Context):
Nasdaq 100 (QQQ): Down -6.7%
S&P 500 (SPY): Down -3.9%
Total Market (VTI): Down -3.8%
Russell 2000 (IWM): Down -3.7%
Are you conveniently forgetting when these stocks skyrocketed and the broader market lagged?
Exactly, prior 12 months google up 104% while VTI up 22%
I checked 5 years performance and it’s the same story. Only aapl, googl and nvda beat the indexes
Most profitable, well-run companies in the world are spending capex as fast as their cash flows will allow because they see enormous growth potential.
Market rewards this with a discount because it doesn’t believe them lol.
You take these periods as a gift to load up.
Big tech is spending alot the free cash flow might go negative. Micron will have shortages for years. Very big ipos coming soon so cash is getting freed up to runup these ipos and then most likely pull the rug on everyone.
Isn’t buffet confident on Google to be above $350?
Is the announcement in the room with us?
Social media influencers will pay it. That’s nothing for them.
Profit margin is 38%.
What are you talking about lmao?
Meta can’t get enough compute power so there is that
I don’t think you understand financial statements because CAPEX is above the line from earnings so when I keep saying they profit about 40% that includes all of their expenses.
And their profits are growing by about 30% each year lol.
I can’t figure out what period of time you are referring to here
This is not the mic drop you think it is.
Mid 300s? This is the funniest take I’ve ever heard.
People love pulling random numbers out of nowhere. It annoys the hell out of me 😅