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"if we do see that 2024 refresh in PC sales HP is going to easily beat its current expectations for Revenue to only grow at 2.6% as well as its earnings targets"

"but posting those kinds of gains is going to be very difficult this year"

"I would not be surprised at all if this becomes a nationwide civil suit brought by the State's Attorneys generals suing the AI Developers for using other people's content on the web to train those models basically causing harm to everyone that's put stuff on the internet because it's being used to train those AI models to replace them"

"virtual reality VR or augmented reality is likely to take some of the spotlight as Apple releases its Vision Pro headset in January that could spark an arms race between Apple and meta with the two companies trying to grab as much of this VR market share as possible for their headsets"

"and while the two big Tech names will benefit it's also going to drive software makers like Unity software ticker U and matterport Inc ticker mttr"

"rate Cuts in 2024 are going to support those values bring those real estate stocks back up"

"I'm also watching PC sales this year for a major theme you know PC and laptop sales typically follow that three or foure cycle and we're getting to that point where the PC surged during the pandemic so when everybody was upgrading their PC to work from home so we're getting to that point where that wave of purchases is going to need to be replaced and that could drive hardware makers like Western Digital HP Inc Pure Storage and even Intel"

"this year isn't expected to be any better with earnings forecast up just 2.9% and revenue just 1.9% higher but I think it's an easy beat if and that's the big question here all these ifs"