Magnificent tech t(A)itans

Thanks God for AI

Take out the AI boom stocks and SPX would be flat for the year.

Source: Soc Gen

Top heavy risks

Source: BofA

Shorting the Mag 7

Source: BofA

Not all Mags are magnificent

Source: HSBC

Does NVDA matter?

Source: Refinitiv

AI reversing

Source: GS

Here, but not lower

Source: Refinitiv

Hammer time

Source: Refinitiv

The energy discount

Source: Goldman