Interesting shift happening right now — market leadership rotating, used EV prices actually stabilizing after the brutal selloff, and more people figuring out how to minimize their Google footprint.
The leadership change is worth watching. We've seen this movie before: what works in one phase rarely works in the next. The EV price floor forming is notable — suggests the panic selling might be done, at least for now.
And the Google opt-out trend? Part of a broader theme around data privacy and tech concentration that's been building for years. Not just ideological — people are realizing the trade-offs.
Three unrelated topics that all say something about where we are in the cycle. Markets don't move in straight lines, neither do technology adoption curves.
The leadership change is worth watching. We've seen this movie before: what works in one phase rarely works in the next. The EV price floor forming is notable — suggests the panic selling might be done, at least for now.
And the Google opt-out trend? Part of a broader theme around data privacy and tech concentration that's been building for years. Not just ideological — people are realizing the trade-offs.
Three unrelated topics that all say something about where we are in the cycle. Markets don't move in straight lines, neither do technology adoption curves.