- More gentleman layoffs at Google
- At least 2 rounds of hard layoffs at Amazon, plus gentleman layoffs. No more Bezos billion dollar Prime Video projects. Shedding at least 10-12% of white collar work force to signal to the market they’re trying to prop the stock
- The economic hard landing
- Disney stock will fare much better under Iger
- Additional rate hikes from the Fed, at least 100bps but maybe 150
- Twitter won’t have the demise the media has been predicting. Musk probably continues making changes and shortly doing about face turn on them.
- Russia continues getting backed into a corner with Ukraine faring better and better thanks to US and Western support. Don’t know if it will happen but increasing probability Russia uses a tactical nuke in Ukraine. Doubt it comes down to WW3, we’ll try to immediately broker a peace deal, rather than getting ourselves (US) in a thermonuclear endgame with Russians
- Streaming recession with new shows put on hold
- More advances in AI like openai. Within big tech companies? Not so much.
- Big tech culture shift, cleaning house and going back to roots or at least trying to find that soul. Focus on bottom line metrics. Oat milk lattes, no so much.
- At least 2 rounds of hard layoffs at Amazon, plus gentleman layoffs. No more Bezos billion dollar Prime Video projects. Shedding at least 10-12% of white collar work force to signal to the market they’re trying to prop the stock
- The economic hard landing
- Disney stock will fare much better under Iger
- Additional rate hikes from the Fed, at least 100bps but maybe 150
- Twitter won’t have the demise the media has been predicting. Musk probably continues making changes and shortly doing about face turn on them.
- Russia continues getting backed into a corner with Ukraine faring better and better thanks to US and Western support. Don’t know if it will happen but increasing probability Russia uses a tactical nuke in Ukraine. Doubt it comes down to WW3, we’ll try to immediately broker a peace deal, rather than getting ourselves (US) in a thermonuclear endgame with Russians
- Streaming recession with new shows put on hold
- More advances in AI like openai. Within big tech companies? Not so much.
- Big tech culture shift, cleaning house and going back to roots or at least trying to find that soul. Focus on bottom line metrics. Oat milk lattes, no so much.