Since 2012, I’ve maintained a dynamic list of public companies I follow. If it is true that software is eating the world, then understanding these companies means understanding the industries they serve and perhaps getting a read on the overall economic climate.
Tesla is as peculiar as it is exceptional, so excluding it, I’d say Q1 looks good across the board. Since all companies use text and voice in some form, a constant stream might keep all boats afloat. The optimism my messaging cohort showed may be valid after all.