Mag Seven Contrarian Tilt

The idea

I think retail investors overreact to quarterly noise, punishing stocks for visible spending or bad headlines while chasing whatever already won. So this take holds all seven Magnificent Seven names but tilts hard into this year's least popular ones, right now that means the heaviest weights sit in the biggest laggards, core weight goes to the steadier middle, and this year's winners get only a token position so the take is never fully out if sentiment flips.