DIS270115C120000.US

AI is taking over Hollywood.

Google is investing $75 million in the renowned film studio A24 to build the future of AI filmmaking.

A24, the studio behind popular works like "Backrooms" and "Marty Supreme," is now preparing its biggest project ever: a $175 million "Elden Ring" film.

Here's what they're really building:

Google's DeepMind team will work directly with A24's filmmakers to create new AI tools for filmmaking and distribution. Imagine AI building storyboards and flagging issues before the first shot is filmed, while allowing filmmakers to retain full creative control.

This isn't the kind of AI that spits out an entire movie from a text prompt. A24 has made it clear it won't build tools that make filmmakers uneasy. The goal is to speed up work that takes months and millions of dollars, not to replace artists.

This is the latest sign of Hollywood's rapid collision with AI. This year, Disney's deal with OpenAI fell apart, Lionsgate partnered with Runway, and now Google is teaming up with one of the world's hottest studios.

The AI race has just entered the film industry.

$Netflix(NFLX.US)

Jason 🍎's simple analysis for me-----NFLX current analysis (2026-05-28)

Current price safety cushion:

Latest price 87.35 USD (after-hours 87.365).

RCN Strike 71.8685 → Safety margin ≈ +21.5% (current price / Strike - 1).

Sufficient buffer, only +0.3% away from the Call Level (87.05), but risk is controllable with monthly observation. It forms complementary exposure with your existing NFLX stock position (cost around 86).

Medium-to-long-term trend judgment: Slightly positive (core drivers remain).

Fundamental,

,

Valuation: Current PE 27.61, below the 5-year reasonable range, cheaper than 85.85% of the time in the past 5 years (industry rank 7/68). Historical high once exceeded 59, fell to the 15-17 range during the 2022 low, currently in a relatively undervalued area.,

Growth engines: Advertising business continues to expand (entering 15 new markets in 2027), password-sharing crackdown + ad tier have significantly boosted ARPU and profitability. Content partnerships with Spotify and others are deepening (Jay Shetty podcast big deal), international + original content moat remains.,

Risks: High content costs, competition (Disney+/Prime), but Netflix has shifted to 'profit-first + advertising monetization', medium-to-long-term cash flow quality is improving.,

Sentiment,

,

Institutions continue to buy (multiple recent 13F/13D increase records).,

Positive news on advertising expansion and content partnerships, market acceptance of the 'Netflix 2.0 profit story' is recovering.,

Overall sentiment is shifting from the 2022-2023 'growth slowdown concerns' towards a 'mature streaming leader + cash cow' positioning.,

Capital Flow,

,

Recent trading volume aligns with institutional buying signals, retail/ETF inflows are relatively mild but stable.,

Matches the RCN structure: High coupon (12%) + principal protection buffer, suitable for holding or slightly adding near the current price.,

Comprehensive suggestions (for reference, not trading instructions):

RCN level: Good safety margin, 12% coupon is highly attractive, suitable for continued holding and observing the monthly Call.,

Stock level: Valuation is reasonable around 87.35, can serve as a supplement to core holdings; if wanting to add, suggest doing so in batches around the cost of 86.,

Medium-to-long-term (1-3 years): High probability of upward trend, key catalysts are the continuous increase in advertising revenue share + content ROI improvement. Downside mainly comes from macro recession or major content mistakes, but current buffer is sufficient.

My reason for building a position in NFLX is not to expect it to double in the short term or anything, but to deploy a portion of funds that originally required relatively moderate upside expectations into NFLX at the current level. My judgment is that downside is limited, and upside around 50% is not a problem; it's a decent deployment mathematically in terms of expected value.

$PDD(PDD.US) Reasons to firmly buy Pinduoduo: The management is honest and reliable, they already talked about today's situation over a year ago, and now they've said it again - to build a new Pinduoduo in three years, invest in new Pinduoduo, run Temu, create a Chinese version of Costco + Disney. Just keep buying mindlessly, looking forward to building another Pinduoduo.