Serenity
2026.03.26 09:37

The US tech selloff from $Microsoft(MSFT.US), $Alphabet(GOOGL.US) and $Meta Platforms(META.US) looks really overdone now?

Mag7 roughly down:

Microsoft down -21.9% YTD

Google down -7.69% YTD

$Amazon(AMZN.US) down -7.36 YTD

Meta down -8.54% YTD

What makes things worse is SpaceX IPOing at $1.7T if they get fast-index inclusion.

Mega-IPOs typically serve as a massive market liquidity vacuum (good for SpaceX though)

However, I don’t think markets are truly convinced War in Iran is ending anytime soon.

-> Massive liquidity drain from large caps, -> more upcoming soon with SpaceX IPO

-> despite improving fundamentals

= don’t touch short term options.

Long term I expect Mag7 to recover.

Source: Serenity

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