AskiLvrernroe
52 posts


This is how the Mag 7's typically perform from July to December during mid-term years.
1. $AAPL (+13.8%) is the best performer. Most cash, which does well during uncertain times. iPhone catalyst release as well.
2. $NVDA (+12.3%) likes to make up a lot of its gains second half of the year. Typically choppy during the first half.
3. $MSFT (+9.0%) steady grinder, reliable, boring, and quietly one of the best H2 performers
4. $AMZN (+2.8%) the second half brings holiday spending which LIFTS the retail side but AWS capex concerns still linger which causes AMZN to be flat
5. $GOOGL (+1.8%) barely positive second half, SMB ad budgets start to recover post-midterm but it's slow
6. $META (-6.6%) despite strong digital ad trends, META tends to GIVE BACK gains in H2 just through seasonality
7. $TSLA (-11.0%) typically the worst of the group. Big-ticket consumer discretionary suffers as midterm anxiety lingers

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