With the latest news of $Roku and Amazon teaming up to make the largest connected TV network in the U.S., here’s my last article about other ways $AMZN and $NFLX are impacting TV at this year’s Upfront negotiations... $TTD
open.substack.com/pub/accruedint…
I don't see why you can't just own both $NFLX and $GOOGL for #YouTube. They can both win, and there's plenty of share still left to steal from linear media $WBD, $DIS, $PARA - this doesn't have to be a competition 🤑(h/t @realroseceline for this very thorough thread! )
I don't see why you can't just own both $NFLX and $GOOGL for #YouTube. They can both win, and there's plenty of share still left to steal from linear media $WBD, $DIS, $PARA - this doesn't have to be a competition 🤑(h/t @realroseceline for this very thorough thread! ) https://t.co/3rwQ0o94Fl
Loomis Sayles Global Growth Fund on Amazon $AMZN US
Thesis: Amazon is well-positioned for significant long-term growth in e-commerce and cloud services, presenting a compelling investment opportunity as it remains undervalued relative to its intrinsic worth.
(Extract from their…
June 10, 2025 – PORTFOLIO UPDATE
New Position:
$AMD
Increased Position:
None
Sold Position:
$PEP
It’s been about a month since my last update, and truthfully, not much has changed. Back in March and April, I was posting updates almost weekly. That was the window when panic…
$AMZN remains the most obvious BUY in the entire market.
Over the past few years, its operating income has more than tripled, while the stock price is up just over 30%.
In the long run, stock prices tend to follow earnings
I think burning 🔥piles of 💰cash will make it difficult to compete with $GOOGL as everyone feared 🫢 - " #OpenAI does not expect to be profitable until 2029, when it has forecast revenues of $125bn" How many more billions will $GOOG have accumulated by 2029 - now thanks to…
$GOOGL was one of the best performers on Friday. Holding the trendline aligning it with 20EMA. Pullback on lower volume with holding of trendline, will it be safe haven next week? Will see...
Alphabet offers voluntary exit programs to some employees and announces Android 16, as tech firms adjust to market shifts and the hybrid work landscape. $GOOGL menafn.com/1109659864/Alp…
One of the reasons $NFLX is doing so well is a huge potential for cutting content creation costs and widen superiority gap relative to other media companies. Here is also the slide from Toei Animation $4816 which invested in Preferred Networks Inc to implement AI in anime…
One of the reasons $NFLX is doing so well is a huge potential for cutting content creation costs and widen superiority gap relative to other media companies. Here is also the slide from Toei Animation $4816 which invested in Preferred Networks Inc to implement AI in anime… https://t.co/AxDzyttLeR
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