amit
2026.07.24 01:05

Does anyone think the Mag 7 and the Semiconductors can participate together in a bull market?

In 2026, the market has obviously been extremely selective.

For the Semis (cap-ex beneficiaries) to do well, the market has taken down the Mag 7 (cap ex spenders) the entire year.

When the Mag 7 were doing well over the past few weeks, the Semis were going down.

Do they all go up together at some point or for the next few years, will the market continue to be selective with capital allocation to one sector over the other?

Source: amit

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