Nov 17
Watchlist / mag7
watchlist
Watchlist / mag7
current roster plus event stream
symbols 8 events 847 latest
Magnificent 7 - The seven largest US tech companies
Showing 120 of 847 events.
| 1D | 7D | 30D | 3M | 1Y | |
|---|---|---|---|---|---|
| cohort | +1.0% | +1.6% | +6.1% | +8.8% | +14.2% |
| SPY | +0.6% | +1.2% | +2.1% | +3.1% | +16.0% |
| Δ | +0.4% | +0.4% | +4.0% | +5.6% | -1.8% |
equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.
30D breadth 8/8 up
trend: 8 up · 0 flat · 0 down · avg RSI 59 · 88% above SMA200 · covered 8/8
Holdings
Nov 2
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Oct 21
Oct 9
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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
Endpoints — Nvidia-backed AI biotech Iambic Therapeutics files for IPO
Endpoints — Nvidia-backed AI biotech Iambic Therapeutics files for IPO
Sep 22
SemiAnalysis — how mixture-of-experts models map onto inference hardware
SemiAnalysis — how mixture-of-experts models map onto inference hardware
Sep 21
Sep 21
Sep 21
Sep 18
Sep 18
Sep 18
Sep 18
Sep 18
Sep 18
Sep 17
Sep 17
SemiAnalysis — Rubin NVL72 benches at 7x the performance per watt of GB300, not the 3x claimed
SemiAnalysis — Rubin NVL72 benches at 7x the performance per watt of GB300, not the 3x claimed
Serenity — Foxconn's interconnect chairman names CW lasers and fiber the photonics bottleneck
Serenity — Foxconn's interconnect chairman names CW lasers and fiber the photonics bottleneck
Paradis — Nebius raises rates on four-year-old H100s, and the GPU-depreciation bear case with them
Paradis — Nebius raises rates on four-year-old H100s, and the GPU-depreciation bear case with them
Sep 16
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Sep 14
Feed generated 2026-10-10.