US Big Tech is betting the house on AI, news at 11.

It is less that the Mag 7 is starting to underperform and more that a market correction is likely and coming very soon.

This is probably a hot take and I am by no means a financial expert and this is probably quite wrong. I personally think that attempting to value these companies using the same methodology as the history of all American companies is fundamentally wrong. Sure, some mom and pop small local regional business that overperformed is probably more likely to underperform. But when it comes to big tech companies, these companies are operating a data and capital flywheel that doesn't easily just slow down. I mean, you look at the history of these computer tech companies, especially software companies. They really haven't slowed down. Like, look at Microsoft. It's just been growing from the very beginning, pretty much.

This seems healthy to me. A market where returns are less dependent on seven mega-cap names is probably more stable, not less. If earnings growth broadens out and capital starts flowing back toward quality and free cash flow outside the obvious AI winners, that should reduce concentration risk and make the whole market less fragile.

You can tell these guys know nothing about LLMs or how they’re provided. I love how they show OpenRouter’s graph of token usage as if it speaks for usage across the board. DeepSeek looks like the king because people who use Anthropic and OpenAI use them on either a direct basis or AWS Bedrock …

And the bar chart for token costs, really? As if that’s information? Their sources are the API docs ffs. If they had at least modeled something to estimate token costs that would be interesting, but showing the public prices and calling it research is dumb.

they are building new narritaves with made up BS name like mag 7 this, that. it used to be faang BS but they updated so lower IQ folks gets into new narratives. Marketing dep. and fin. engineering working together. Another older one was ZIRP that, ZIRP this and you see lower and avg. IQ folks talk about it along with lots of bots. ZIRP bots stopped so MAG whatever bots can take over.

Waiting for next game, bets are open, any new names? O A S I S? upcoming IPOs and new names needed so they can exit scam