(https://www.cnbc.com/2026/07/08/magnificent-seven-stocks-are-the-cheapest-in-a-decade-by-one-measure.html) is calling Magnificent Seven valuations a "buying opportunity," but he's missing the macro setup. Yes, mega-cap tech is trading at decade lows by some measures—but that's because the market already priced in a resilient 2026 economy.

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