1. $Spotify Technology S.A.(SPOT)$
The premium business (green) gets most of the attention, but the upside for Spotify is advertising (blue).
Today's Creative Lab along with “Quick Audio” to create scripts & voiceovers using generative AI is huge.
Been talking about this for a year and it's finally here!
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2. $Walt Disney(DIS)$
Took the kids to Inside Out 2 today.
I don’t want to say “Disney is back!” But it was a solid movie with some big laughs and just enough emotion.
Not as good as Inside Out 1 or Onward, but much better than Luca, Soul, Elemental, and Turning Red.
https://x.com/TravisHoium/status/1801663282018697591
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