The only forecast that matters. Updated daily. Bring an umbrella.
Thunderheads of breathless keynote promises are colliding with cold fronts of quarterly reality. Expect scattered "AGI is basically here" lightning strikes — but the actual ground is getting wetter by the day. Secure your valuations before they flood.
Sunshine for megacaps with real cash flow, clouds for everyone running on vibes and a Series B. The market is smiling through gritted teeth right now — cheerful on the surface, one bad earnings call from a downpour.
The regulatory tornado siren is going off in Washington, Brussels, and Beijing simultaneously. Lobbyists are boarding up windows while founders pretend they always wanted compliance. If you're shipping AI this year, pack a compliance lawyer and a hard hat.
Quiet weekend. Devs touch grass; newsletters touch inboxes.
Sunday leaks ahead of the week. Somebody's blog post goes too far.
Earnings week — expect turbulence, missed guidance, and cope-posting.
Hearing day in DC. CEOs rehearse "we take this very seriously."
Clearing skies? One breakout launch steals the whole narrative.