The Midyear Predictions Scorecard
About this episode
The episode discusses mid-year predictions across various sectors including energy, technology, and healthcare, highlighting key developments and forecasts.
Oil holds steady despite Hormuz drone strikes, SK Hynix tests a $25B US listing, and the team runs its mid-year predictions scorecard across energy, tech, and healthcare — including Vertex’s $10B endocrine bet and Palantir’s Karp taking on Anthropic and OpenAI. The Cashflow Memo The Prediction Scorecard https://telltales.topmarkcapital.com/predictions/ Key Takeaways * Despite Hormuz drone strikes on three ships, Hunt sees no material oil supply disruption — crude drifts to the high-$70s (vs. high-$60s) while natural gas holds flat near $3.50 through 2027, and Medicare/Medicaid (~$2T of $7T federal spending) remains the only credible deficit lever. * SK Hynix is raising $25B in the US equity market ahead of a July 10 listing, reviving Hunt’s overbuild concerns for memory (Samsung/Hynix/Micron); IBM’s 7-angstrom (0.7nm) research chip claims a density lead over TSMC’s current 2nm node (1.6nm planned for next year). * The Nvidia-Palantir open-source JV (government first, banks next) reflects Jason’s models are commodity thesis; Alex Karp’s CNBC appearance pressed Anthropic and OpenAI on enterprise data trust, positioning Palantir’s context-graph as the model-agnostic integration…
Topics covered
- oil market
- technology investments
- healthcare predictions
- pharma M&A
- AI integration
Keywords
- oil supply
- SK Hynix
- pharma M&A
- Palantir
- AI
Mentioned in this episode
Organizations: SK Hynix, IBM, TSMC, Nvidia, Palantir, Anthropic, OpenAI, Tesla, xAI
Places: Hormuz, Austin, Miami
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