Welcome Avatar! Pretty wild weekend. We’ve got Elon calling for a slow down in the AI infrastructure build out. Big fears all over the timeline related to an energy related hack. And. A wave of layoffs at various large cap companies notorious for having high headcounts (eBay, Netflix and Uber being some of the larger ones this year).
We’ll attempt to make sense of it all along with the expected earnings increase for a lot of the mega cap tech companies.