Spotify

The most successful thing Gerard Piqué ever did wasn't winning the World Cup

$BTC/USD(BTCUSD.HAS)

🏆 Weekly Bitcoin Update: Cautious Recovery Amid Geopolitical Risks

Bitcoin is seeing tentative recovery, trading around $63,644. Geopolitical tensions briefly slowed its rise, but steady institutional activity is helping it stabilize — setting up a key test at major technical levels.

🔷 Technical Snapshots

🟢 4-Hour Chart

BTC has edged above the middle Bollinger Band at $63,665, trying to turn this into solid support. It’s now heading toward resistance at the upper band of $64,936. The 4-hour RSI hits 51.09 — balanced but leaning upward, with immediate support at $62,394.

🟢 Daily Chart

The bigger picture shows ongoing consolidation. Bitcoin is battling to close above its daily middle band at $63,620. A confirmed break here would clear the way to the upper band at $65,336. The daily RSI has rebounded to a neutral 46.64, signalling the heavy mid-year sell-off has fully faded.

📊 Key Drivers

🟢 Geopolitical Resilience: News of fresh U.S. strikes in Iran sparked market volatility but Bitcoin and Ether held steady.

🟢 ETF Support: Consistent inflows into spot Bitcoin ETFs are effectively absorbing large sell orders, offsetting downward pressure and keeping prices stable despite macro uncertainty.

✅ The Verdict

Bulls hold the short-term advantage right now. If Bitcoin firmly stays above $63,620, a quick move toward $65,336 is probable. If it loses this level, expect a retest of the $61,817 support zone.

Not financial advice. Do your own DD.😁

$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.

$Spotify(SPOT.US) is a pure Avwap play since we got that catalyst. The backtest of the pink line and breakout.

$Spotify(SPOT.US) | 𝐒𝐩𝐨𝐭𝐢𝐟𝐲: Jefferies maintains 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟔𝟎𝟎, 'remains a Top Pick'

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Spotify(SPOT.US) Spotify Sees Mid-teens Revenue CAGR By 2030; Executives Say - Bloomberg

ValueAct Capital Portfolio Updates