The Magnificent Seven experienced extraordinary earnings and cash flow growth as a percentage of S&P 500 that went disproportionately to those seven stocks, while valuation multiples of the rest of the market (Mag 493) diverged massively relative to the Mag 7.
factualpending
Speaker
Joseph ShaposhnikEvidence Quote
“the rate of earnings growth and cash flow and rate of earnings growth and so not cash flow growth as a percentage of the S&P 500 that has gone to the Magnificent Seven had been extraordinary. Uh and valuations ex-Mag Seven on the Magnificent 493, as we call them, had become uh relative to the Mag Seven uh very very had experienced a very very large divergence.”
Created: 8/12/2026, 6:14:37 PM
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