$Netflix(NFLX)$ is going through an identity crisis, but it's a good thing.Live events, gaming, original content, ad network, licensed content aggregator (via $Warner Bros. Discovery(WBD)$ deal), and more...Most companies could NOT pull this off.But NFLX can afford to do this because they already have the global distribution + attention.Concentration (movies/tv) to grow fast, diversification (everything above) to scale even bigger.NFLX isn't pivoting...it's adding revenue levers.Trying to find new ways to monetize the attention they've already earned.Let things settle for a week, but I'm *very confident* that NFLX is undervalued at $80.75Attention rules the world, and Netflix owns it...at scale.For SG user

By now, everyone and their grandmother knows that the world is experiencing a once-in-a-century AI-driven technological revolution. However, if we want AI to be able to do more than just create silly cat videos, it needs to be properly trained on lots of high-quality data.Furthermore, for this data to be processed, the world needs to build more data centers than it has ever built before!Researchers at McKinsey forecast that by 2030, data center capex will reach $7T and data center capacity will almost triple to 219 GW!To meet this insatiable demand for computing power, capacity will come from clever and previously overlooked places. And increasingly, a trend has emerged of bitcoin mining companies turning into AI data center businesses.For years, aspiring crypto entrepreneurs built ever la

Which ticker is the most likely to 10x first?- $IREN Ltd(IREN)$ at $17B- $Cipher Mining Inc.(CIFR)$ at $7.4B- $NEBIUS(NBIS)$ at $27B- $AST SpaceMobile, Inc.(ASTS)$ at $42B- $PayPal(PYPL)$ at $53B- $Zeta Global Holdings Corp.(ZETA)$ at $5B- $Oscar Health, Inc.(OSCR)$ at $4B- $Hims & Hers Health Inc.(HIMS)$ at $7B- $TransMedics Group, Inc.(TMDX)$ at $5B- $Novo-Nordisk A/

In my opinion, these 20 stocks will handily beat the S&P 500 in the next 5 years: $Sea Ltd(SE)$ $Nu Holdings Ltd.(NU)$ $DLocal Limited(DLO)$ $AppLovin Corporation(APP)$ $Pagaya Technologies Ltd.(PGY)$ $High Tide Inc.(HITI)$ $MercadoLibre(MELI)$ $SoFi Technologies Inc.(SOFI)$ $Novo-Nordisk A/S(NVO)$ $IREN Ltd(IREN)$ $NEBIUS(NBIS)$

Here’s a simple investing cheat sheet:• AI: $Alphabet(GOOGL)$ • chips: $Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ $NVIDIA(NVDA)$ $SkyWater Technology, Inc.(SKYT)$ • space: $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ $Planet Labs Pbc(PL)$ $Firefly Aerospace Inc.(FLY)$ $Redwire Corp.(RDW)$ • crypto:

" $Apple(AAPL)$ stock in 2026 is what $Alphabet(GOOGL)$ was in 2025."Dan Ives is bullish on APPL and is supportive of its recent Gemini deal with $GOOGL.I don't see the comparison, though. At the 2025 lows, GOOGL traded for a P/E of 17, despite 10%+ Revenue growth.Today, APPL trades for a P/E of 37, despite only 8% top line growth estimates.AAPL is a zero in AI, and it seems they are throwing in the towel and will just partner with the best provider, and today that might be Gemini.This seems like a shortsighted decision to me.Yes, they are saving billions in R&D and capex today, but at the cost of possibly hundreds of billions of future revenues.I don't believe that depending on GOOGL for such a crit

You must choose! Which one are you buying?- $IREN Ltd(IREN)$ vs $NEBIUS(NBIS)$ - $CrowdStrike Holdings, Inc.(CRWD)$ vs $SentinelOne, Inc(S)$ - $Advanced Micro Devices(AMD)$ vs $NVIDIA(NVDA)$ - $Amazon.com(AMZN)$ vs $Shopify(SHOP)$ - $Novo-Nordisk A/S(NVO)$ vs $Eli Lilly(LLY)$ - $Grab Holdings(GRAB)$ vs

🔟 Companies I would buy right now: $Nu Holdings Ltd.(NU)$ $DLocal Limited(DLO)$ $Novo-Nordisk A/S(NVO)$ $SoFi Technologies Inc.(SOFI)$ $MercadoLibre(MELI)$ $NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $Zeta Global Holdings Corp.(ZETA)$ $Harrow Health Inc(HROW)$ $Alphabet(GOOGL)$ 🔟 Companies I wouldn't: $Pepsi(PEP)$