Scott Galloway

So as much as I like to ship both SpaceX, if I were to make a bet, it would be that it will be a significant pop because of all the short selling and the anything but bad news will result in a short squeeze that sends the stock up temporarily.

This thing gets rebranded or negotiated or shrunk to a much smaller Kushner-optic scrub version before September 19th

This is, this is why I think we're going to win the, the seat in Maine or when I say we Democrats

I do think the merits of this case or the lack thereof will result in a judge saying, okay, this is going to close.

you're seeing the market in an AI buy for Kate and to German automobile. My high price, high margin companies that won't be as relevant as the Japanese or the low cost manufacturers, which will be Chinese AI.

And I think under all is going to be probably the IPO of 27.

I think the biggest show on television from Netflix or someone else is going to be a 60-minute compilation of two and three-minute videos similar to what you see on Reels or TikTok.

I think it's a $30 stock.

They'll come up with new products and it will trade, I think, at 70 to 80 percent less than it's trading down on the stock market.

I think this is going to sweep over Europe.

It'll either be Gavin Newsom or TBD. America likes to fall in love with someone they don't know well before Fox destroys them. It'll be a Democrat.

this company Netflix has almost been cut in half. And I like a bottoms evaluation. It's trading in its lowest PE in a while. I think the company is a buy here

At the end of the day, maybe California gets some consolation or they have to spin something, but this goes through.

But what gets missed is that many, if not the majority of these plants will be off grid, empowered by natural gas.

It doesn't matter because across the globe, China will own the markets everywhere, like they do with EVs.

It's much more likely this stocks at 70 than 280.

it's probably a pretty safe prediction that they may spend a decent part of the rest of their life. In jail

Sierra is going to be acquired and Brett Taylor by open AI and Brett Taylor is going to be installed as CEO.

So my prediction is that OpenAI is going to buy Sierra and make, install Red Taylor as CEO.

because I think a third to half of these things aren't going to get built, but I still want those revenues.

And then I think the next shoe to drop, where I think we're going to start to see weakness in the infrastructure players, specifically in videoing in later part of this year, beginning and next year.

So everyone shuffled into anthropic thinking it was the enterprise market. I think that's the next one to come from a trillion down to 100 billion.

The second thought I had was I'm going to buy Sonos stock. I think Sonos is going to be acquired.

Yeah, I think Ken Griffin is probably running for president by the way.

And this is my prediction for next for later in the week. The device is never going to happen.

I'm telling you, a bailout is coming.

So what's the prediction? All eight or 10 of those companies, a basket of them, down 20 to 40% in the next 12 months.

This is what's going to happen in the next six months. This is going to be the great exit from cost. This is going to be the great reduction in spending and CapEx commitments by open AI. They are going to massively decrease their expenditure and CapEx commitments.

if when we look back on the gray drawdown, that will be AI valuations that is, I think can happen in the next 12 months, this will be seen as a real crack

I believe the anthropic is still going to get out.