If Meta, Google, Amazon, Microsoft, and Tesla do not achieve insane revenue growth in 2026 and 2027, their stocks could fall 20-40%.
"If they don't [come through with insane revenue growth in 26 and 27], there will be a reckoning on all these stocks. Which means a reckoning on the market itself, right? Where you can see many of these stocks fall 20 to 40% from these levels they're at right now."