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BEARISHSubstantive discussion · 3/5

Broad market stocks compete with Mag 7 growth

The thesis presented was that many companies outside the Mag 7 are growing earnings as fast or faster, creating competition that should pressure the Mag 7's premium multiples.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Broad market stocks compete with Mag 7 growth · Zortix