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Posted by
Two Blokes Jun 18 -
Filed in
Stock
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4 views
I remain bullish on big tech long-term, but current Magnificent 7 valuations and macro headwinds warrant caution and selective exposure. MAGS offers a unique hybrid structure balancing growth and risk, but its performance can be replicated with a DIY approach, albeit with more hassle. Valuations are stretched for some Magnificent 7 names, but Microsoft, Google, Apple, and Amazon still offer reasonable upside potential.