$Netflix(NFLX.US) has a lot of work to do. They have so much competition from Youtube, Disney, Paramount, Peacock, what not.
When you don't have a moat, you have to build one and fast. I think they will figure it out but it's a marathon.
Comcast
CMCSA----
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Breaking: President Trump promoted more than 20 companies on his Truth Social account days after buying stock in those firms, per CNN
Here's the list:US Steel $US Steel(X.US)Tesla $Tesla(TSLA.US)GE Aerospace $GE Aerospace(GE.US)Eli Lilly $Eli Lilly(LLY.US)Apple $Apple(AAPL.US)Meta $Meta Platforms(META.US)Nvidia $NVIDIA(NVDA.US)American Eagle $American Eagle Outfitters(AEO.US)Intel $Intel(INTC.US)Boeing $Boeing(BA.US)RTX $RTX(RTX.US)Northrop Grumman $Northrop Grumman(NOC.US)Dell $Dell Tech(DELL.US)Palantir $Palantir Tech(PLTR.US)Micron $Micron Tech(MU.US)Comcast $Comcast(CMCSA.US)Microsoft $Microsoft(MSFT.US)Thermo Fisher $Thermo Fisher Scentific(TMO.US)Amazon $Amazon(AMZN.US)Broadcom $Broadcom(AVGO.US)
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $FuboTV(FUBO.US) Fubo Signs Distribution Deal With NBCUniversal
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ Fubo reaches new 𝐝𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧 agreement with 𝐍𝐁𝐂𝐔𝐧𝐢𝐯𝐞𝐫𝐬𝐚𝐥.➤ 𝐓𝐞𝐥𝐞𝐦𝐮𝐧𝐝𝐨 and 𝐔𝐧𝐢𝐯𝐞𝐫𝐬𝐨 join Fubo’s platform immediately.➤ Additional NBCUniversal networks to launch in the 𝐜𝐨𝐦𝐢𝐧𝐠 𝐰𝐞𝐞𝐤𝐬.➤ Deal adds 𝐍𝐁𝐂 𝐒𝐩𝐨𝐫𝐭𝐬, regional sports networks, and FAST channels.➤ NBC and Bravo available through Fubo’s 𝐛𝐚𝐬𝐞 𝐄𝐧𝐠𝐥𝐢𝐬𝐡-𝐥𝐚𝐧𝐠𝐮𝐚𝐠𝐞 plan.➤ Telemundo and Universo strengthen Fubo’s 𝐒𝐩𝐚𝐧𝐢𝐬𝐡-𝐥𝐚𝐧𝐠𝐮𝐚𝐠𝐞 content lineup.➤ Agreement expands access to NBCUniversal’s sports, entertainment, and news programming.💬 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:"We're thrilled to announce the return of NBCUniversal networks to Fubo, given their robust portfolio of top-tier sports, entertainment and news," said Todd Mathers, Executive Vice President of Content Strategy and Acquisition at Fubo. - S
$Comcast(CMCSA.US) not great action with today's closing print. Slower name.
Source: Sunrise Trader
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$Comcast(CMCSA.US) finally making the move. A close over the 10/21ma's will show real promise for more. Keep in mind this is a low ATR name and slow movement is typical. Inched up some stops to no green to red on this one. With close over the 21ma will move all stops to no green to red
Source: Sunrise Trader
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$Tempus AI(TEM.US) and $Comcast(CMCSA.US) took my paydays for good $. I will continue to hold the full swing trade.
Source: Sunrise Trader
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Some names that are showing possible reversals and caught my eye while scrolling charts. I do own some and watching some. $Ulta Beauty(ULTA.US) $Mosaic(MOS.US) $Tempus AI(TEM.US) $Aerovironment(AVAV.US) $Kratos Defense & Security(KTOS.US) $Comcast(CMCSA.US) $Danaher(DHR.US) $Tesla(TSLA.US) $XBI
Source: Sunrise Trader
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All of the largest Trump trades from Q1 and their returns visualized
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Coca-Cola (Minutes): The bottling system restructuring strategy is nearing completion
The following are the minutes of Coca-Cola's FY25 Q3 earnings call organized by Dolphin Research. For an interpretation of the financial report, please refer to "Bulk Happiness from 'Fat House Water'?"
Coca-ColaConference Minutes
