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🎁 Holiday Party Hacks
Plus, all Wedbush wants for Christmas is this...
Happy Sunday to everyone on The Street.
There are a lot of stocks analysts believe will benefit from the second Trump term. (We’ve written about our fair share of them.)
But here’s one that might not: Boeing (BA).
No, not because of the proposed tariffs or potential priority shifts. It’s just that, ever since his first term, President-elect Donald Trump has really wanted a new Air Force One — and, thanks to Boeing’s production delays, the company reportedly just told him he’s probably not going to get one.
This will surely end well.
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All Wedbush Wants for Christmas
Ahead of the new year, Wedbush once again unveiled its anticipated Christmas Wish List. The firm’s forecasts highlight trends to watch and key players poised to dominate. Here’s what’s on deck (the halls).
Deck the Halls with Big Tech Wins
Wedbush predicts a surge in tech mergers and acquisitions, with activity expected to climb 50%.
This forecast consolidation reflects both increased opportunity, amid an expected pro-business environment under the Trump administration, as well as urgency, as companies race to scale and innovate.
Meanwhile, Wedbush believes the broader tech market could soar another 25%, riding on the back of macroeconomic resilience and sector-specific tailwinds. Consequently, it expects the three most valuable companies in the world — Microsoft, NVIDIA, and Apple — to finally cross the elusive $4 trillion market cap threshold.
AI Sleighs the Competition
Wedbush also sees AI continuing its stratospheric ascent, with capital expenditures projected to surpass $1 trillion in 2025.
AI has already proved a tailwind for the likes of semiconductor and energy stocks, and Wedbush hopes to see this continue, with that investment fueling breakthroughs across industries, from healthcare to autonomous driving.
The firm also forecasts Tesla’s valuation to hit $2 trillion as it cements its position at the nexus of AI, EVs, and energy solutions.
Market Shifts and Big Plays
With regulatory pressures expected to ease under a second Trump term, tech giants may regain some breathing room.
Wedbush views the cybersecurity sector as a prime candidate for a breakout, driven by escalating global threats. And on the consumer side, it predicts that Apple’s much-anticipated iPhone supercycle will fuel record-breaking upgrades.
Finally, the firm believes Elon Musk’s role in Trump’s inner circle could shape China tariff talks. With much of Tesla’s production and sales rooted in China, Musk just might do something out of character in the new year: act as a moderating force.
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17 Rules for the Office Christmas Party
This list originally came from @JohnLeFevre on X. We thought it was spot on and worth re-sharing, but all originality and credit goes to him, so give him a follow if you like what you see.
Did he forget anything? Reply to this email to let us know.
Don’t skip it.
Eat before you show up to avoid getting intoxicated.
Wear what you wore to the office. The guy who changed into skinny jeans and his "going out" shirt clearly has too much free time.
Show up on time. Most seniors do. Hang out with them for the first half hour, and then keep your distance.
Don’t act excited about the open bar.
Don’t talk shop.
Don’t flirt or dance with junior staff at the main event. Wait until the after party.
Get your adversaries as drunk as possible.
Hold your wine glass by the stem. And in your left hand.
Hang out with the assistants. They know all the good gossip.
No social media. If you’re posting to Instagram or Snapchat, people won’t trust you.
Don't do anything inappropriate; it's still work and HR never stops working.
Thank the person who organized the party logistics.
Leave early, but not first.
Put your card behind the bar at the after party. It makes you the designated leader.
Make sure your iPhone alarm clock is already set for the morning.
Always be first into the office the next day.
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