Will The Mag7 Ever Be ‘Tired Of Winning’?
One of the (precious) few bear cases leveled against America's mightiest mega-caps says some of them are cyclicals masquerading as growth stocks.
That criticism was borne out in Tesla last year, when growth flatlined, but thanks to Elon Musk's wildly successful "investment" in Donald Trump's reelection bid, the shares nevertheless soared 62% ("Allahu Akbar!").
Purveyors of the growth stock "imposter" narrative as it applies (or doesn't) to the Magnificent 7 generally argue that in a meaningful
Very interesting twist on (upside) systematic risk from a sector perspective.