$NFLX: Expanding Revenue Levers, Undervalued at $80.75
$Netflix(NFLX)$ 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
$BIDU Up 30% Pre-Chinese New Year; $200+ Potential
Chinese New Year starts on February 17th.Historically very bullish for the basket. $Baidu(BIDU)$ has been nothing short of impressive. Up almost 30% this month.BIDU is basically China's google, with AI + autonomous driving businesses on top.It's the clear leader heading into the Chinese New Year on February 17th.Earnings expected mid-February too.Big news out last week too...Just launched a fully autonomous commercial ride-hailing service in Abu Dhabi. Planning to scale to "hundreds of vehicles by 2026".Three catalysts in the next month(ish) for $BIDU. If the macro environment behaves, this can see $200+ again.BIDU is currently $157. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimit
10 stocks to buy and hold for the next 10 years:1/ $IREN Ltd(IREN)$ Iren is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy.As the CEO says, the industry is growing so rapidly, "They can't meet the demand". - 3GW Contracted Power- $9.7B $MSFT Contract- Next Hyperscaler deal is inevitable2/ $Nu Holdings Ltd.(NU)$ Nu Bank is a best-in-class fintech redefining smart banking for hundreds of millions of underbanked people.- 127M Customers- Path to 300M in a decade- Active in Brazil, Mexico, and Colombia- Expanding to the US- $38.8B in Deposits- $30.4B in Customer Loans- 70% Growth in ARPU in 3 years.3/
Let's assume a complete purchase of Greenland happens.(emphasis on the "assume", but Trump seems to have his mind set)Here's how you can profit:Greenland has a total population of 57,000 people...more people (67,227) were at the Indiana/Miami college football game yesterday...Just a little perspective for ya.So what's so attractive?Well to start, maybe the ~1M square miles of land.Or possibly the 1.5M metric tons of rare earth metal reserves. Reserves alone could be valued at $5T...Venezuela's oil ($15T) + Greenland's rare earths ($5T)?$20T worth of resources targeted...but why?Potentially a century-defining, high stakes move to secure dominance for a new version of the "space race".The AI & emerging technology race.And winning it requires enormous amounts of energy, rare earths, urani
Why IREN Could Become a $100B Infrastructure Giant
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
$AAPL Is Not $GOOGL 2025 — Expensive, AI-Dependent, and Strategically Behind
" $Apple(AAPL)$ 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