8 weeks ago I removed the #Amazon app from my phone. The goal was to move farther away from #Mag7 companies, and end my bad habit of ordering addictive crap I don't really need. It's working. And what little crap I do need and can't source locally or directly from an online seller, I buy through #eBay. Bust mostly, I just buy less stuff. Lets hope this holds thru the holidays.
Out of sight, out of mind.
🇺🇸 El mercado estadounidense respira: Futuros del Dow Jones y #SP500 se recuperan. Trump sugiere una posible desescalada de tensiones con China, impulsando el optimismo. La atención se centra en el sector tecnológico (#Mag7) y empresas como #Lucid.
https://www.theverge.com/news/693535/microsoft-layoffs-july-2025-xbox
Microsoft is laying off as many as 9,000 employees
#microsoft #msft #nadella #satyanadella #nasdaq #mag7 #layoffs #jobs #unemployed #unemployment #jobless #tech #technology #work #employment #us #economy #finance #Xbox #videogame #games #console #money #economy #gaming #layoff #jobless #job #labor #labour #unemployed
The monocausal event of monetizing people’s attention
But we have more commons today than just the physical. That’s what changed. The average American adult 7 hours a day looking at a screen, more than half of that on a mobile. FAAMG controlled over 85% of lal time spent online in the US. Facebook alone controls 4 of the 5 most downloaded apps globally. Texting is our primary mode of communication. More than half of the US teens say they spend more time with friends online than in person.
Rohit Krishnan explores how and why the MANGA group of companies became the only good bet as far as financial markets go.
I don’t know what’s next. Attention-to-earnings ratio is not one to one. And time-plateau doesn’t mean a revenue plateau. So maybe a large part of what we see as attention above gets redirected into agents acting on our behalf. Granted, they are likely to be less impacted by advertisements per se, but there will be new methods of economic rent-seeking. Maybe it’s more ambient computing so the number of hours spent online blur into all hours which also blur with our offline lives.
The competition is fierce. However, one thing that we’ve not accounted for is how does attention itself change from one to the other. No trend is forever. In addition to the fact that most of our attention is spent online, there’s a powerful undercurrent that’s currently focusing on what we’ve lost by doing that too.
If AI does get going and there’s a path in this world where more of what we do gets automated, cheaply, freely, then where does our attention go? Might there not be a real possibility for that attention to step away from the online to the offline? It might be wishful thinking from my part and some recency bias given how much taking myself offline has helped my own mental sanity.
#attention #cognitiveFlexibility #companies #corporations #Life #MAG7 #manga #markets #online
Microsoft Is Laying Off More Workers as AI Continues to Trim Workforces
#microsoft #msft #nadella #satyanadella #nasdaq #mag7 #layoffs #jobs #unemployed #unemployment #jobless #tech #technology #work #employment #us #economy #finance #ai #artificialintelligence #copilot #workforce #workplace #layoff #job #work #careers
New Elizabeth Warren Report on 130 Days of Elon Musk Scandal
#DOGE #elonmusk #nazi #elon #musk #hitlergruß #nazis #us #coup #usa #junta #kakistocracy #trump #xAI #ai #federal #judge #usconstitution #grok #TSLA #Tesla #tech #technology #usaid #doge #uspol #fascist #fascism #hitler #ss #nasdaq #mag7 #lawsuit #senate #warren #elizabethwarren
Pension fund investors demand Elon Musk work 40-hour week at Tesla
#elonmusk #nazi #elon #musk #hitlergruß #nazis #us #coup #usa #junta #kakistocracy #trump #xAI #ai #federal #judge #usconstitution #grok #TSLA #Tesla #tech #technology #usaid #doge #uspol #fascist #fascism #hitler #ss #nasdaq #mag7 #stocks #investors #wallstreet #funds #pension #markets
“Leading the declines were #Apple and #Tesla, which pulled back more than 4% and 8%, respectively. #Nvidia lost nearly #7%, while #MetaPlatforms slipped around 7%.” stocks.apple.com/AcWIRpAShTqu... #markets #stocks #stockmarkets #Mag7
Dow tumbles 1,000 points, wipi...
1 Bloomberg: It’s looking like another #risk-off day in the #US and the #MagnificentSeven #stocks are headed lower. #Tesla (-3.4%) and #Nvidia (-3.2%) are leading premarket losses after a blinding rally on Wednesday. 🧵 #markets #Mag7
“Scott Bessent shifts blame for market plunge, defending Trump tariffs while pointing fingers at MAG-7 tech stocks and DeepSeek. As the S&P 500 dives, is this just a scapegoat strategy? #TrumpEconomics #MarketVolatility #DeepSeek #MAG7” m.economictimes.com/news/interna...
#mag7...are they the #broligarch #nazis?
Bloomberg: #Meta is the final #Mag7 #stock to turn negative in 2025. #stocks #techstocks #markets #Magnificent7
#Germany’s #Mag7 companies that have powered gains in #Dax have benefited from a variety of tailwinds, with defence company #Rheinmetall climbing 107% this year, while #Siemens Energy has gained 329% due to growing demand for #renewable power, chart @FT
It’s not a #Bitcoin rally, but a US high-tech #Mag7 rally:
#crypto Digital assets and US stocks are moving more in tandem than at almost any time in the past - A 40-day correlation coefficient for a gauge of the largest 100 digital assets and S&P 500 Index is at about 0.67.
#Mag7 - The gap b/w their earnings and those of the other 493 companies in the S&P 500 is getting smaller. Optimism about the economy is helping fuel share gains across industries, chart @WSJecon https://www.wsj.com/finance/stocks/a-less-glamorous-group-of-stocks-steps-into-the-spotlight-384f07b3?mod=djemwhatsnews
Within the #Mag7, analysts expect only #Apple to see increasing profit growth over the next four quarters. The other companies, such as chip manufacturer #Nvidia and software group #MSFT, are forecasting slower growth, chart @SGKB_News
终于，美股盈利格局出现了变化！ - 华尔街见闻
Link📌Summary: 标普500中其他公司股票的二季度盈利有望实现自2022年第四季度以来首次增长，摆脱了长期以来的科技巨头主导地位。投资者正在关注零售巨头和英伟达等公司的财报，因为它们能直接反映出美国消费者的消费情况。小型公司开始崭露头角，特别是当大型公司的利润增长开始放缓。这是一种“增长扩散”的现象，意味着小型公司将表现强劲。过去几年，人们对AI的热情让科技股炒得很高，但近来投资者感到失望，AI项目尚未带来显著收入增长。相较于去年，更多公司未能达到预期的收入水平，但盈利信心仍然较好。市场有风险，投资需谨慎。
