$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 ≈ +...
$Spotify(SPOT.US) is a pure Avwap play since we got that catalyst. The backtest of the pink line and breakout.
Trade vehicle: $SPOG
$Spotify(SPOT.US) | 𝐒𝐩𝐨𝐭𝐢𝐟𝐲: Jefferies maintains 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟔𝟎𝟎, 'remains a Top Pick'
Analyst sees AI-driven premium features and strong 2030 targets reinforcing Spotify’s indu...
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Spotify(SPOT.US) Spotify Sees Mid-teens Revenue CAGR By 2030; Executives Say - Bloomberg
15 May was the SEC 13F deadline for Q1 2026. Five top managers I think are worth a read. Here's what changed, in plain SG-investor language.
ValueAct Capital Portfolio Updates
$Toast(TOST.US) $Visa(V.US) $KKR(KKR.US) $Spotify(SPOT.US) $Wix.com(WIX.US) $Roblox(RBLX.US) $Meta Platforms(META.US) $Amazon(AMZN.US) $Live Nation(LYV.US) $MongoDB(M...
Bulls want the aux back $Spotify(SPOT.US)
$Teradyne(TER.US) This is why I am always cautious of ER. It's not EPS or it's not Revenue, it's the guidance. No one can predict that and market can be brutal if it has concerns about FCF.
For $Terad...
0429 | Dolphin Research Focus: 🐬 Macro/Industry 1) The Fed will hold its policy meeting in Washington this week, with the decision due Wed 2:00pm ET (Thu 2:00am Beijing). Markets will focus on the ra...
