1. Cancel culture gets canceled 2. Ozempic (GLP-1) is bigger than AI 3. Private credit is a headfake 4. Another Tier 1 Investor blows up 5. S&P 500 sees a +15% gain 6. TikTok finally gets banned in the US
7. Longevity products go mainstream 8. Crypto begins a new bull market 9. Terminal multiples for software businesses double 10. Software moats erode with AI 11. Valuation dispersion widens 12. A new generational social media product is born
13. India has a blockbuster startup IPO 14. US IPO market reopens; M&A stalls with regulation 15. Small cap tech IPOs will make a come back 16. Take private accelerate in SaaS via PE 17. AI deflates healthcare 18. SMB M&A arbitrage goes away 19. Digital detoxes go mainstream