“I think what's most at threat is companies that serve enterprises with very customized software already or software that takes a very heavy implementation.”
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Enterprise software companies with high implementation complexity (SAP, Oracle, Salesforce) experience greater revenue decline or customer churn than simpler SaaS products over the next 2-3 years.
Ray Wong predicts server-driven HBM will be the top priority for memory makers in the next two to three years.
China's national oil companies predict China's overall oil demand will peak by 2027, moved forward from earlier estimates around 2030.
Alexis Maxwell predicts US corn yield will be 182 bushels per acre in 2026, down from 186 in 2025.
Ryan Peterson predicts tariff refunds will occur and be distributed within 2026
Ray Wong predicts Apple will experience meaningful market impact from memory chip costs in the second half of 2026 rather than earlier quarters.
Ray Wong predicts significant new DRAM wafer capacity will come online in 2026 and throughout 2027.
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