Stacker_Stocks

Great topics on this pod. They swapped hosts (the other guy went to work at a Private Equity firm) and the new guy isn’t so bad. 

The TL:DL

1. Netflix is raising prices! In 2022 the stock bottomed out and now it is up 450%. But growth forward may be difficult 

2. The AI spend is a bit suspect. Oracle as part of this deal already has investment related to this effort. AI is power hungry and the benefit is still to be realized in the real economy. People think AI is just getting started and will replace many jobs.

3. People forget that the first trump administration had a deal in place to chop up TikTok to Walmart, Oracle and others but was nixed by Biden. The bids by Mr. Beast and Frank McCourt are well under the valuation of Tik Tok. The countdown begins on the Tik Tok sweepstakes 

Remember find safety in sats!