Keep pulling the thread on Brian Belski.
Josh Brown predicts that if Starlink offers competitively priced broadband from space within two years, it will be the "last nail in the coffin" for traditional last-mile internet providers.
Humulus Wealth Management is on track to reach nearly $500 million in assets under management (AUM) in less than a year of operation.
Brian Belski predicts the communication services sector, including companies like Netflix and AT&T, will be a surprise outperformer in the second half of the year.
Google is not expected to spin out YouTube as a separate company.
There is a greater likelihood that Google will spin out Waymo than YouTube.
Josh Brown predicts Google will strategically bundle its Waymo self-driving service with Google Maps for consumers.
Charter Communications is in a secular decline due to the trend of cord-cutting.
Brian Belski would not invest in Charter Communications at any price due to its high debt load and being in secular decline.
Brian Belski believes Charter Communications' management is not capable of executing an operational turnaround and lacks the right product strategy.
Josh Brown predicts that regulators will eventually allow more mergers among telecommunication companies like T-Mobile, AT&T, and Comcast, but only after the companies experience significant financial damage.
After regulators blocked the JetBlue-Spirit merger, Spirit's routes were ultimately acquired by the larger competitor, Delta Air Lines.
Acuity manufactures ceiling tiles designed to cool wiring infrastructure in data centers.