Avi(@AviFelman):Mag7 are not “losers” from AI, they simply priced in their gains earlier than others. They’re also now fighting flows — eventually this will revert. Matter of time. Not interested here but as memory / mag7 ratio continues to break open there will be a time

Avi

@AviFelman

live-streaming @1000xpod / Ex Portfolio Manager @ GoldenTree, BlockTower

参加 July 2015

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Avi@AviFelman

2026.06.22 22:21

Mag7 are not “losers” from AI, they simply priced in their gains earlier than others. They’re also now fighting flows — eventually this will revert. Matter of time. Not interested here but as memory / mag7 ratio continues to break open there will be a time