In a debate about market dynamics, @hkuppy  questions what will disrupt the current trend where capital keeps flowing into the MAG7 (top tech stocks) and BTC. He wonders if it’s as simple as NVDA dropping below $130, or if political factors, like a major event involving Trump, could cause a shift.

@gave_vincent  suggests several possibilities:

1⃣One of the MAG7 companies cutting AI spending after unsatisfactory results.

2⃣ A shift in investor focus to autonomous driving, particularly in China.

3⃣ Debt rollovers in 2025 could halt share buybacks, leading to disappointing earnings and wider market spreads.

4⃣ Rising U.S. Treasury yields and mortgage rates breaking the market.

5⃣ Europe taking a tougher stance on the MAG7 companies.

6⃣ China’s stimulus plans having a positive effect, or rising oil prices disrupting the market.