Mag 7 starting to underperform [pdf]

(apollo.com)

142 points | by mooreds 3 hours ago

33 comments

  • throw0101d 2 hours ago
    Historically stocks that had a good run then tended to underperform:

    > […] Since 1926, the median ten-year return on individual U.S. stocks relative to the broad equity market is –7.9%, underperforming by 0.82% per year. For stocks that have been among the top 20% performers over the previous five years, the median ten-year market-adjusted return falls to –17.8%, underperforming by 1.94% per year. Since the end of World War II, the median ten-year market-adjusted return of recent winners has been negative for 93% of the time. The case for diversifying concentrated positions in individual stocks, particularly in recent market winners, is even stronger than most investors realize.

    * https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4541122

    • dheera 1 hour ago
      > Historically stocks that had a good run then tended to underperform

      This is more of a mathematical axiom than a financial effect, because you're defining "underperform/overperform" with respect to an average that contains them.

    • M3L0NM4N 2 hours ago
      I mean these stocks have been performers for decades. If you posted this 10 years ago you'd look really wrong.
      • Lerc 2 hours ago
        Yes, but when their run ends they tend to underperform.

        Every time.

        • nvme0n1p1 2 hours ago
          If a stock market observation has no predictive power, then it's worthless.

          I look forward to your weather report too: "It's always sunny outside until one day it starts raining. Every time."

          • tjwebbnorfolk 1 hour ago
            ye, the stock market isn't magic, it's just a collection of what people think. and people can be very wrong in a big way.
          • nradov 1 hour ago
            Buddy I think you missed the joke.
          • andrewstuart2 1 hour ago
            Off topic, but I love your username.
            • tjwebbnorfolk 1 hour ago
              hey he hacked my computer his user has a home folder inside of /dev
        • eternal_braid 1 hour ago
          Many people who replied to you seem to have missed your joke. I appreciated it.
          • Lerc 1 hour ago
            It is my curse.

            Years ago, My daughter's science teacher said that school should teach a love of learning.

            I replied 'I thought the point of school was to make productive worker units in society'

            And while he explained to me why I was wrong I was thinking to myself 'great, now he thinks I'm a terrible person'

            It seems I deadpan too effectively.

        • ertgbnm 1 hour ago
          Once you lose, you have lost. Ok, but how does that help us predict when something will lose?
          • nradov 42 minutes ago
            Yes, it is predictive. But only retroactively.
        • c22 1 hour ago
          Sometimes people bring me things that are broken 'cause I like to fix stuff. They always say "it was just working!"
        • davedx 1 hour ago
          Tautologies 'R us
        • pkilgore 1 hour ago
          well I laughed
        • ohyes 1 hour ago
          “When the stocks don’t go up they don’t match the market which generally goes up”
  • zerobees 2 hours ago
    I am invested in some of the companies that are downstream of the capital expenditures of Big Tech (e.g., COHR), so I have nothing to complain about.

    I am really struggling to see what's the investment thesis behind Google valuation increasing 2x in response to AI, though. Assuming no magical AGI singularity, by the end of the day, they're still selling the same services, but the services have gotten more expensive for them to provide. Everyone was already using Google Search, but now, provisioning AI summaries on top of requires more compute. Everyone was already using Google Docs and Meet, but now, AI features cost Google more. Etc, etc.

    The only place where they stand to make money is selling AI compute to enterprises. But with the current supply-chain challenges, the margins there are probably getting thinner.

    • haberdasher 2 hours ago
      `I am really struggling to see what's the investment thesis behind Google valuation increasing 2x in response to AI`

      Google is basically Nvdia (TPUs), Tesla (Waymo Self-Driving), Hyperscaler, Netflix (YouTube) and a massive VC (Anthropic, Databricks, SpaceX, etc.) all rolled into one.

      Their valuation isn't really a 2x'ing so much as a reversion from halving.

      • cik 1 hour ago
        It's frequently said that vonglomerates usually carry through as their valuation, the multiplier of the lowest holding. If that's the case, Alphabet is worth more broken up. Similarly that makes their current valuation (and nay any valuation) theoretically too low.
    • nradov 1 hour ago
      The investment thesis is a torrent of cash arriving to index funds and retirement target date funds has to go somewhere.
    • blehn 55 minutes ago
      Google is a good bet because if AI continues to boom, they're in a good position (frontier lab, vertically integrated). If the bubble bursts and the frontier labs fail, they might do even better.
    • epolanski 1 hour ago
      I know several non tech companies that use Gemini and NotebookLM heavily (banks, insurance, consulting).
    • senordevnyc 1 hour ago
      Google is a money printing machine, and their Q1 revenue and profit were up significantly vs last year.
    • solumunus 2 hours ago
      The market runs on memes, hype and fraud. Fundamentals haven’t mattered for a long time.
      • senordevnyc 1 hour ago
        I guess Google’s Q1 earnings of $62 billion were just hype.
        • ponkpanda 1 hour ago
          Yes, earnings are essentially hype/BS.

          Focus on cash/cashflow.

  • bwfan123 2 hours ago
    I like that the invisible hand of market is slapping the Mag-7 for capex which is the only way to discipline them. Investors are waking up to say: hey, you are spending all your profits on data-centers, where is the return for me ? But, it surprises me that there are vast pools of capital which we collectively call the "market" that makes these calculations, or maybe a simpler causal explanation is the missing stock repurchase bid. At some point, one of the hyperscalers (msft ?) will break from the pack and announce reductions to capex and increase stock repurchases to stem the decline.
    • ares623 2 hours ago
      Why is Apple included though?
      • eitally 1 hour ago
        My perception is that the market lumps companies together into sectors whether they have similar business models or not. When one is punished, other associated firms tend to be, too. You see this in any industry (not as a guaranteed rule, but in general).
      • DaedalusII 44 minutes ago
        because $100bn annual revenue, high FCF, high margin. Its a monster.
      • tomrod 2 hours ago
        Share repurchases also aren't great I guess?
        • TravisJamison 2 hours ago
          Markets generally love buybacks.

          The market is both happy that Apple didn’t spend all its cash on AI build-out, but also at the same time angry that Apple is “missing AI”.

          Not to mention the grumblings that Apple has peaked.

  • mixedbit 1 hour ago
    Could outperformance of largest cap companies be partially explained by dividends paid by smaller caps? Reasoning behind this:

    * Index investing raises in popularity, with index funds that automatically reinvest dividends being often preferred due to their tax efficiency.

    * Large caps prefer to repurchase stocks, stock repurchases contribute fully towards a given company share price increase.

    * Smaller caps still pay dividends, these dividends are then reinvested by index funds and the reinvestment is weighted by capitalization, so large caps share price benefits more from repurchases done with dividend cash paid by smaller caps. When dividend is paid, share price of a company that paid it is reduced, which further widens the performance gap between large and smaller caps.

  • fragmede 2 minutes ago
    MU is up like 1,700% since 2024, so yes they are, but "under" is relative.
  • jnwatson 1 hour ago
    While I agree with other comments indicating that the headline is drawing on a small period of data, other data in the deck is pretty compelling.

    Page 25 "The number of data centers in the US" gives an interesting insight as to the magnitude of the data center boom. 60% more data centers are being planned or are under construction. This might actually be underselling it in dollar amount, as I believe the average data center size under construction is larger than the average data center already constructed.

    Page 27 "Cyclically adjusted P/E ratio near all-time highs" is certainly concerning and points to a near term correction.

  • Danox 2 hours ago
    Nothing wrong, necessarily, but Tesla doesn’t belong to that seven they never have.
    • abirch 2 hours ago
      What TSLA lacks in cashflow, they more than make-up in TAM. Make-up as in create out of thin air. We'll have self driving cars in a few months, robots, semi-trucks, etc., etc.
      • flowerthoughts 1 hour ago
        Elon is missing the bigger TAM here. Once they've created a time machine, they can not only sell all these things backwards and forwards in time, they can also start making industrialization come way earlier, which will lead to exponentially turbo charged growth. Plus importing future designs into the now.

        It makes sense to focus all effort into building a time machine.

      • ajmurmann 1 hour ago
        Always a few months away. The nuclear fusion of products portfolios.
      • duped 1 hour ago
        Don't forget that no auto manufacturer in the world, and certainly not in China, is poised to capture any of that TAM.
      • jknoepfler 1 hour ago
        Maybe they'll buy a failing AI company and update their grift portfolio.
  • mattas 2 hours ago
    Apollo should be smart enough to know that you can't draw any conclusions from 1 month of market data (especially when there was a big, relevant IPO).
    • bradfa 1 hour ago
      Right, but they're smart enough to know how to manipulate the market short term with such "research" and then take advantage of it, all without breaking the law.
    • jackb4040 1 hour ago
      I'm astoundingly unimpressed by the quality of this slide deck. There's no analysis except that crammed into slide titles, like it's designed to bombard a room full of analysts with so many graphs that they shut off their critical thinking. Could a freshman business student not make this? Could a freshman business student with an LLM not make something more convincing than this?

      I agree with the headline, but this really feels like analysis-slop. It's only remarkable in terms of who is publicizing it.

      • mattas 1 hour ago
        This was my reaction, as well. It's almost entirely technical analysis mumbo jumbo.
    • vb-8448 2 hours ago
      Actually it's almost 2 months /s
  • gandalfgeek 2 hours ago
    6 months ago when Mag7 was overperforming everyone was worried about it being too high a fraction of the S&P500.
    • andxor 1 hour ago
      Exactly. As usual people are bullish at the top and bearish at the bottom.
  • TravisJamison 1 hour ago
    Markets are obviously, rationally, not happy about the overspending.

    But what gives me pause is that a some of the mag 7 (think Meta) could change their mind on AI build-out tomorrow, and 1-year from now have the same amazing free cash flow they always did.

    • 2748484848 41 minutes ago
      I don't think most people quite grasp the sheer size of the debt obligations Meta and specially Oracle have gotten into. Meta has done some clever tricks to keep it off the main books, but it IS there. If no AGI, its gonna drag them down for a decade.
    • infecto 1 hour ago
      I tend to agree. I suspect if we look back a few years from now that there was some overspending but I still believe the risk of not investing and missing out is greater than the current historical trend of capex spend. I have not looked recently but has demand of compute started to slow down. It was just a few months ago when companies like Anthropic were throttling users because there was not enough of it.
  • ianm218 2 hours ago
    What has been the best way to determine return on the AI specific capex for hyperscalers?

    I would naively expect Microsoft’s to be the highest since they are probably mainly just selling access to their capex through cloud since they aren’t seriously pursuing frontier AI, I’d imagine Google to be in the middle (selling TPUs, general cloud GPUs, Gemini, revenue lift on ads from better AI) but also spending heavily on infra to compete with OAI/ Anthropic, and then Meta to be on the low end since they are likely getting serious revenue lift from AI but not monetizing their models by API.

  • patrickk 2 hours ago
    On slide 6, they list the Mag7 stocks (not defined in a foreword), but on slide 8 they list the free cash flow (FCF) of a somewhat different set of companies. Why not stick to the Mag7 FCF only? It muddies the waters.
    • enopod_ 59 minutes ago
      True. This slide also struck me the most, but for the data it shows. Free cash flow for all the hyperscalers basically evaporated in the last couple of months, with Oracle in the minus. What does this mean?
    • sroussey 2 hours ago
      Apple is not burning its cash on buildout, which would make their graph less interesting.
    • anonu 2 hours ago
      the FCF slide is for hyperscalers - which excludes TSLA, NVDA
      • patrickk 1 hour ago
        Yes but the Mag 7 is the main focus, suddenly switching to a different set of companies is comparing apples to oranges. That slide belongs in an annex.
        • dualvariable 58 minutes ago
          That slide should probably be the main focus, with the rest supplementary.

          That is the slide that is likely to pop the economy.

          • Barbing 43 minutes ago
            I was here when you called it!

            Is that Oracle down there increasingly in the negative? & Amazon's free cash flow reaching zero?

  • geori 2 hours ago
    OMG - ridiculous to evaluate it based on the last 3 mo.
  • bArray 1 hour ago
    I think page 4 is a little disingenuous, I'm pretty sure you could pick lots of windows and show the mag 7 deviating negatively, but then later trends positive. I believe this whole thing will pop, but I'm not quite convinced it is just yet.

    Page 8 for Oracle's free cash flow trending negative is really quite impactful. The Bloomberg AI bubble diagram [1] shows how this could really blow up. If Oracle falls they could take the whole market with them. We're just waiting on the mag 7 or any closely linked companies to fail to raise investment.

    Page 16 really outlines how insane these evaluations are. I think most countries see it, hence aggressive selloffs of US bonds [2]. But everybody is just too insanely heavily exposed to it all now, it's going to wipe out everything. It's going to be a very awful time when heavily debt strapped countries can't issue debt anymore.

    I think what we're going to see is some insane moves to keep these companies afloat longer in some desperate attempt to delay the pop, which will just make a bigger bubble. I could see Nvidia for example issuing bonds in excess of $100bn soon if the market has appetite for it [3].

    [1] https://archive.is/0bYLS

    [2] https://sg.finance.yahoo.com/news/china-japan-uae-india-sell...

    [3] https://uk.finance.yahoo.com/news/nvidia-raises-over-21-5bn-...

  • nh23423fefe 1 hour ago
    I only care what the market is at >25 years from now
    • Barbing 41 minutes ago
      Yeahhh but...

      OK, I guess it _would_ be pretty hard to have an _unrecoverable_ crash...

  • ohyes 1 hour ago
    as soon as you start calling a group of stock tickers the “magnificent 7” they’re destined to underperform, as that’s a feelings based assessment and many investors will continue to buy the feelings long past the value being fair.

    “Do they make money? I don’t know but I know they’re magnificent!”

  • gniv 1 hour ago
    Some of this might be mechanical since so much money went into the chip companies.
  • ai-x 42 minutes ago
    Completely missing the point of not adding Anthropic, OpenAI, SpaceX.

    Mag7 is just an arbitrary list of companies that were coined at a specific time with no rigor.

    If you must do rigorous analysis, then just like S&P 500 you need to add drop BigTech / High Growth companies continuously to this Mag7 (or Mag10) and then do analysis

  • highfrequency 1 hour ago
    Hyperscaler free cash flow chart is interesting, but why does it omit Apple?
  • amelius 2 hours ago
    See also:

    https://finance.yahoo.com/markets/article/magnificent-7-stoc...

    > The once high-flying "Magnificent Seven" are looking more like the Dreadful Seven.

    > The why: Wall Street is growing increasingly impatient with Big Tech's astronomical capital expenditures on artificial intelligence, projected to balloon 70% to exceed $700 billion this year.

  • tptacek 1 hour ago
    This is like a straightforward Red Queens Race story, isn't it?
  • TheAtomic 1 hour ago
    That free cash flow drop at AMZN is surprising.
  • davidpapermill 2 hours ago
    Planned Capex for 2026:

    Amazon $200B

    MS $190B

    Alphabet $175B-$185B

    Meta $115B-135B

  • ekjhgkejhgk 1 hour ago
    haha Oracle bleeding money. If AI ended up killing Oracle that would've been so great.
  • guluarte 2 hours ago
    This feels like telecom "massive demand, bad returns".

    If a good enough model can be swapped in every few months, the value moves away from the model and toward cheap inference. That is great for users, but not always great for returns on huge capex.

    • interestpiqued 2 hours ago
      The only mag 7 that had a shooter chance with models is Google rn so doesn’t seem like there being good enough models will be that negative for mag 7. Might even be better since they are the providers for the inference
  • int32_64 1 hour ago
    The dumps on memory/hardware stocks when these companies scale back purchasing is going to make Trump's shitcoins look sovereign bonds

    -signed a bitter somebody that had to buy a new SD card for my camera last week.

  • epolanski 1 hour ago
    Not mentioned in the comments but all those companies are taking significant debt and even issuing new shares.

    One major part of the investment thesis in these companies were their constant stock buy backs. Now their gargantuan Capex that sees no end but acceleration is back at diluting investors.

    I think the companies will keep doing fine, but the financial outlooks are no longer as rosy.

  • anonu 2 hours ago
    I guess "nothing lasts forever".
    • rvz 2 hours ago
      Of course. The rest 'n vest people at FAANG companies will tell you its lasts forever 6 years ago. Now they are scared for their jobs.

      This is why we are seeing a correction at those companies, perks and free food going away with constant layoffs and all time low morale.

      Now the party is at Nvidia. But I will tell you that that will not last forever either.

      • Espressosaurus 1 hour ago
        Everything reverts to the mean in the long term.

        Maybe even the state of unprecedented relative peace we had enjoyed.

  • re-thc 2 hours ago
    It is less that the Mag 7 is starting to underperform and more that a market correction is likely and coming very soon.
  • uejfiweun 1 hour ago
    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.
  • wolframhempel 2 hours ago
    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.
  • kingleopold 2 hours ago
    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

  • edot 2 hours ago
    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.

    • pj_mukh 2 hours ago
      "I love how they show OpenRouter’s graph of token usage as if it speaks for usage across the board."

      I'm not sure what was said during what looks like a deck of a presentation? I'm hoping it wasn't this, because that's an obvious misfire.

    • toomuchtodo 2 hours ago
      Apollo Group has $1T assets under management, I believe them over most folks on HN. Their argument that the Mag 7 is burning up all of their free cash flow is factually accurate, as the returns are not materializing for the investments being made (ie underperformance).
      • staticman2 7 minutes ago
        Vanguard has 12T under management so you believe any PDF they put out 12 times more?
      • davidpapermill 2 hours ago
        The Mag 7 spending around $700B on capex this year, expected around a trillion next year.

        That's more than their combined FCF, and they're borrowing to bridge the gap.

        • Danox 1 hour ago
          One is not spending anything out of the ordinary up until this point in comparison to their competition. But the Apple Silicon design group might start spending some money on something practical, something that might begin the typical Apple long-range process of replacing two or three existing companies within their current supply chain, but that’s nothing new over the last 25 years.
          • toomuchtodo 1 hour ago
            It is a bit unfair to lump Apple in with everyone else in the Mag7, as their strategy is arguably reasonable and prudent for the current position of the hype circle. Apple Silicon was a spectacular decision and investment. Everyone else has lost their damn mind.
      • roboror 2 hours ago
        If we're doing money=smart, the mag 7 control almost $4T in assets and cash, so wouldn't you trust them even more?
        • toomuchtodo 2 hours ago
          Not based on the evidence of how they allocate capital. Meta wasted $80B on the Metaverse, for example. Apollo allocates capital as their day job. Mag7 allocates by vibes.

          https://finance.yahoo.com/sectors/technology/articles/mark-z...

          https://www.nytimes.com/2026/03/19/technology/mark-zuckerber... | https://archive.today/iEGAj

          • triceratops 1 hour ago
            > Apollo allocates capital as their day job. Mag7 allocates by vibes

            Lol what in the world? Is running a trillion dollar corporation anything other than allocating capital?

            You can argue that Meta made a poor capital allocation decision with VR and perhaps continues to do so with AI.

            • toomuchtodo 1 hour ago
              I have an opinion based on the data, yours may differ. Favorite this thread for when the music stops. It has before (1999-2000, 2007-2008), it will again.
              • triceratops 1 hour ago
                I'm objecting to your categorization of the job of running one of the Mag7s as something other than "capital allocation". The CEO of Meta or Amazon or any of these other companies allocates capital all day long. They do it differently than an asset manager like Apollo for sure, and sometimes make worse decisions. But it's in the same category.
      • petesergeant 2 hours ago
        > Apollo Group has $1T assets under management, I believe them over most folks on HN

        Ah, the old _argumentum ad giletum Patagoniae_

        • serf 2 hours ago
          in pecunia veritas , an old HN favorite.
      • re-thc 2 hours ago
        > Apollo Group has $1T assets under management, I believe them over most folks on HN

        If only that's a measure of if they know how to time the stock market. The real measure is how much they earn not if their sales or marketing department manages to get more customers.

      • bitexploder 1 hour ago
        [flagged]