home.social

#mag7 — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #mag7, aggregated by home.social.

  1. Bloomberg: “With #centralbank meetings for every #G7 country this week — alongside 44% of the #S&P500 reporting by market capitalization, including five of the #Mag7 — it is shaping up to be a blockbuster week, even before factoring in ongoing Iranian war newsflow,” said Jim Reid of Deutsche Bank

  2. Something I do find interesting with the popular fediverse wish of ultimate AI bubble dotcom bubble style implosion (slight exageration to summarize):

    The most common portfolios people are likely holding are unoptimized, usually single FTSE100/S&P500/MSCI World etc ETF portfolios (there might be some separate EM exposure, broad bond ETFs, some single-topic-funds etc., but in my experience people with those are already outliers).
    In the case of the "glorious AI implosion" those would see more than signifcant losses for likely a very substantial amount of time, likely often unbuffered by dividend payments as these portfolios effectively have more than substantial exposure to the central actors of the AI bubble.

    Given that a correction of that sector is indeed not unlikely to happen - what are the hedges and mitigations people have prepared for themselves for this risk scenario?
    A faint hope for diversification and dollar-cost-averaging to fix it until retiring age?

    #dotcombubble #dotcombubblecomparison #dotcombubblealloveragain #investing #etfs #aibubble #aibubbleburst #strategicpopcornreserves #hedging #mitigationstrategies #dollarcostAveraging #mag7 #faang

  3. Something I do find interesting with the popular fediverse wish of ultimate AI bubble dotcom bubble style implosion (slight exageration to summarize):

    The most common portfolios people are likely holding are unoptimized, usually single FTSE100/S&P500/MSCI World etc ETF portfolios (there might be some separate EM exposure, broad bond ETFs, some single-topic-funds etc., but in my experience people with those are already outliers).
    In the case of the "glorious AI implosion" those would see more than signifcant losses for likely a very substantial amount of time, likely often unbuffered by dividend payments as these portfolios effectively have more than substantial exposure to the central actors of the AI bubble.

    Given that a correction of that sector is indeed not unlikely to happen - what are the hedges and mitigations people have prepared for themselves for this risk scenario?
    A faint hope for diversification and dollar-cost-averaging to fix it until retiring age?

    #dotcombubble #dotcombubblecomparison #dotcombubblealloveragain #investing #etfs #aibubble #aibubbleburst #strategicpopcornreserves #hedging #mitigationstrategies #dollarcostAveraging #mag7 #faang

  4. Something I do find interesting with the popular fediverse wish of ultimate AI bubble dotcom bubble style implosion (slight exageration to summarize):

    The most common portfolios people are likely holding are unoptimized, usually single FTSE100/S&P500/MSCI World etc ETF portfolios (there might be some separate EM exposure, broad bond ETFs, some single-topic-funds etc., but in my experience people with those are already outliers).
    In the case of the "glorious AI implosion" those would see more than signifcant losses for likely a very substantial amount of time, likely often unbuffered by dividend payments as these portfolios effectively have more than substantial exposure to the central actors of the AI bubble.

    Given that a correction of that sector is indeed not unlikely to happen - what are the hedges and mitigations people have prepared for themselves for this risk scenario?
    A faint hope for diversification and dollar-cost-averaging to fix it until retiring age?

    #dotcombubble #dotcombubblecomparison #dotcombubblealloveragain #investing #etfs #aibubble #aibubbleburst #strategicpopcornreserves #hedging #mitigationstrategies #dollarcostAveraging #mag7 #faang

  5. Something I do find interesting with the popular fediverse wish of ultimate AI bubble dotcom bubble style implosion (slight exageration to summarize):

    The most common portfolios people are likely holding are unoptimized, usually single FTSE100/S&P500/MSCI World etc ETF portfolios (there might be some separate EM exposure, broad bond ETFs, some single-topic-funds etc., but in my experience people with those are already outliers).
    In the case of the "glorious AI implosion" those would see more than signifcant losses for likely a very substantial amount of time, likely often unbuffered by dividend payments as these portfolios effectively have more than substantial exposure to the central actors of the AI bubble.

    Given that a correction of that sector is indeed not unlikely to happen - what are the hedges and mitigations people have prepared for themselves for this risk scenario?
    A faint hope for diversification and dollar-cost-averaging to fix it until retiring age?

    #dotcombubble #dotcombubblecomparison #dotcombubblealloveragain #investing #etfs #aibubble #aibubbleburst #strategicpopcornreserves #hedging #mitigationstrategies #dollarcostAveraging #mag7 #faang

  6. the stock market in 2025 officially prefers companies with no revenue to companies that actually have revenue.

    #stockmarket #uspol #economics #mag7 #nvidia #MSFT #GOOG #aapl #SiliconValley

  7. 8 weeks ago I removed the #Amazon app from my phone. The goal was to move farther away from #Mag7 companies, and end my bad habit of ordering addictive crap I don't really need. It's working. And what little crap I do need and can't source locally or directly from an online seller, I buy through #eBay. Bust mostly, I just buy less stuff. Lets hope this holds thru the holidays.

    Out of sight, out of mind.

  8. Coinbase Introduces Hybrid Futures for Tech Stocks and Crypto ETFs - TLDR

    Coinbase has launched its new hybrid futures product combining top tech stoc... - blockonomi.com/coinbase-introd #cryptoetfs #coinbase #finance #mag7

  9. The monocausal event of monetizing people’s attention

    But we have more commons today than just the physical. That’s what changed. The average American adult 7 hours a day looking at a screen, more than half of that on a mobile. FAAMG controlled over 85% of lal time spent online in the US. Facebook alone controls 4 of the 5 most downloaded apps globally. Texting is our primary mode of communication. More than half of the US teens say they spend more time with friends online than in person.

    What happened in the 2010s? – by Rohit Krishnan

    Rohit Krishnan explores how and why the MANGA group of companies became the only good bet as far as financial markets go.

    I don’t know what’s next. Attention-to-earnings ratio is not one to one. And time-plateau doesn’t mean a revenue plateau. So maybe a large part of what we see as attention above gets redirected into agents acting on our behalf. Granted, they are likely to be less impacted by advertisements per se, but there will be new methods of economic rent-seeking. Maybe it’s more ambient computing so the number of hours spent online blur into all hours which also blur with our offline lives.

    The competition is fierce. However, one thing that we’ve not accounted for is how does attention itself change from one to the other. No trend is forever. In addition to the fact that most of our attention is spent online, there’s a powerful undercurrent that’s currently focusing on what we’ve lost by doing that too.

    If AI does get going and there’s a path in this world where more of what we do gets automated, cheaply, freely, then where does our attention go? Might there not be a real possibility for that attention to step away from the online to the offline? It might be wishful thinking from my part and some recency bias given how much taking myself offline has helped my own mental sanity.

    #attention #cognitiveFlexibility #companies #corporations #Life #MAG7 #manga #markets #online

  10. The monocausal event of monetizing people’s attention

    But we have more commons today than just the physical. That’s what changed. The average American adult 7 hours a day looking at a screen, more than half of that on a mobile. FAAMG controlled over 85% of lal time spent online in the US. Facebook alone controls 4 of the 5 most downloaded apps globally. Texting is our primary mode of communication. More than half of the US teens say they spend more time with friends online than in person.

    What happened in the 2010s? – by Rohit Krishnan

    Rohit Krishnan explores how and why the MANGA group of companies became the only good bet as far as financial markets go.

    I don’t know what’s next. Attention-to-earnings ratio is not one to one. And time-plateau doesn’t mean a revenue plateau. So maybe a large part of what we see as attention above gets redirected into agents acting on our behalf. Granted, they are likely to be less impacted by advertisements per se, but there will be new methods of economic rent-seeking. Maybe it’s more ambient computing so the number of hours spent online blur into all hours which also blur with our offline lives.

    The competition is fierce. However, one thing that we’ve not accounted for is how does attention itself change from one to the other. No trend is forever. In addition to the fact that most of our attention is spent online, there’s a powerful undercurrent that’s currently focusing on what we’ve lost by doing that too.

    If AI does get going and there’s a path in this world where more of what we do gets automated, cheaply, freely, then where does our attention go? Might there not be a real possibility for that attention to step away from the online to the offline? It might be wishful thinking from my part and some recency bias given how much taking myself offline has helped my own mental sanity.

    #attention #cognitiveFlexibility #companies #corporations #Life #MAG7 #manga #markets #online

  11. The monocausal event of monetizing people’s attention

    But we have more commons today than just the physical. That’s what changed. The average American adult 7 hours a day looking at a screen, more than half of that on a mobile. FAAMG controlled over 85% of lal time spent online in the US. Facebook alone controls 4 of the 5 most downloaded apps globally. Texting is our primary mode of communication. More than half of the US teens say they spend more time with friends online than in person.

    What happened in the 2010s? – by Rohit Krishnan

    Rohit Krishnan explores how and why the MANGA group of companies became the only good bet as far as financial markets go.

    I don’t know what’s next. Attention-to-earnings ratio is not one to one. And time-plateau doesn’t mean a revenue plateau. So maybe a large part of what we see as attention above gets redirected into agents acting on our behalf. Granted, they are likely to be less impacted by advertisements per se, but there will be new methods of economic rent-seeking. Maybe it’s more ambient computing so the number of hours spent online blur into all hours which also blur with our offline lives.

    The competition is fierce. However, one thing that we’ve not accounted for is how does attention itself change from one to the other. No trend is forever. In addition to the fact that most of our attention is spent online, there’s a powerful undercurrent that’s currently focusing on what we’ve lost by doing that too.

    If AI does get going and there’s a path in this world where more of what we do gets automated, cheaply, freely, then where does our attention go? Might there not be a real possibility for that attention to step away from the online to the offline? It might be wishful thinking from my part and some recency bias given how much taking myself offline has helped my own mental sanity.

    #attention #cognitiveFlexibility #companies #corporations #Life #MAG7 #manga #markets #online