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Trends

• After the Monologue: Attention Leaves Broadcast: I believe legacy broadcast comedy like SNL is losing touch with its audience, and viewers will keep drifting toward streaming and short-form platforms for fresher comedy voices.
• Decade of Compute: The Chip Layer: I believe AI computing keeps growing for a decade, and the chip designers and manufacturers behind it, along with the memory and networking that ship alongside them, will show it in their results.
• The Machines Behind the Robots: I believe robots will do more physical work, and the companies making the machines, motion parts and controls behind them will see it in their results first.
• The Memory Cycle, Taken Seriously: I believe Micron's bigger buyback signals real confidence, and that the whole memory cycle, from storage makers to chip equipment suppliers, will be taken more seriously from here.
• Women Support Will Go Big: Women support will go big

For learning only. Not investment advice.