BOY, PREPARE FOR LEAN TIMES: Online Ad Giants Feast Before the Impending Economic Fimbulwinter

A False Spring?

Hmph. Wall Street cheers like mindless sheep bleating over the shiny trinkets of Meta and Alphabet. They boast of revenue and earnings but I Kratos sense a deeper chill. The sun shines brightly now but Fimbulwinter approaches brought on by the foolishness of men and their trade wars.

Amazon's Insatiable Hunger

Amazon the serpent Jörmungandr of retail continues to devour all in its path. Its advertising arm grows faster than even the Gods of Olympus could scheme. A 19% jump? Such hunger is unnatural and will only lead to more pain.

The East Wind Blows Cold

Even Susan Li of Meta speaks of shadows. Asia based e commerce exporters weakened by the cessation of the 'de minimis trade loophole' – a clever trick yet all tricks eventually fail. 'Hard to know,' she says? Bah! Cowards hide behind uncertainty. The future is always uncertain but strength demands we prepare for the worst.

Snap's Sudden Silence

Snap pulls its second quarter guidance? They cower like dogs before a storm. Fear is a disease and these executives are infected. "Do not be sorry be better." is what they should do but they will not.

The Warnings Are There Boy!

Sameer Samana of Wells Fargo speaks the truth though he couches it in flowery words. 'Enjoy this rally,' he says. 'This is going to be about as good as it gets.' Heed his warning BOY! For even the strongest warrior must know when to brace for impact. For giants like Ford and Mattel also share this perspective to 'prepare for impact'.

Refuge in Giants

Jasmine Enberg of eMarketer believes smaller platforms will suffer most. That advertisers will seek refuge in 'larger platforms'? As if size alone guarantees safety! Remember the Titans boy? Strength comes not from size but from cunning and resilience. Even Meta will feel pain for the greed of Temu the reckless spending of a fool cannot be replicated. Remember BOY! "We must be better than this."