How are we feeling about 2025 outlook?

Lots of government layoffs in play, funding cuts will also affect non-profits. At the same time I’m not super worried about that affecting the broader economy

Google, after solid earnings, had a weak guidance. At the same time, corporate/consulting job markets are all not looking good and haven’t been good for the last year.

Record AI spending by Mag 7 will probably result in record projections for NVIDIA. PLTR’s run this week indicates that AI hype is still in full steam.

Market is also starting to get a good gage of Trumps antics. But who knows what the next news would be.

I’m holding 2026 calls playing this year as a net + but I’m starting to think I should cut my exposure and going more cash.

How is this sub feeling?