3 predictions · 2–0 · 100% accuracy
“Having said that, my prediction is that Alphabet is gonna outperform the market.”
Markets · Checkable · by May 23, 2026 (inferred)
“I think the autonomous war is about to break out, and the leader is going to be Waymo.”
Tech · Judgment call · by May 23, 2026 (inferred)
Only if: Alphabet is forced through antitrust action to spin off some of its businesses
“the likelihood of antitrust and a breakup, which I believe would actually be accretive to shareholders if they were forced to spin some of these companies because they would be unlocked from this conglomerate tax that the company is paying right now.”
M&A · Conditional · Judgment call · by May 23, 2027 (inferred)
