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Yes let’s compare the most dominant streaming platform to a shitco commodity now because the price is down $NFLX

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CapexAndChill

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70,561 görüntüleme • 1 ay önce •via X (Twitter)

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Nadella says that "a platform company is a platform company only if the value about the platform is more than in the platform." Microsoft's strategy relies on ensuring partners build proprietary solutions on top of Microsoft's infra that generate more value for them than the infra itself costs. He rejects a zero sum approach to customer supplier dynamics. $MSFT
1:39

Nadella says that "a platform company is a platform company only if the value about the platform is more than in the platform." Microsoft's strategy relies on ensuring partners build proprietary solutions on top of Microsoft's infra that generate more value for them than the infra itself costs. He rejects a zero sum approach to customer supplier dynamics. $MSFT

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Commodity market guru Jeff Currie on the commodity price supercycle: “Hard assets are probably the best place to make investments right now."

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These retards are now complaining because the PRICE OF OIL IS GOING DOWN!
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These retards are now complaining because the PRICE OF OIL IS GOING DOWN!

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Distinguished economist and commodity market guru Jeff Currie on what the AI boom is really BUILT from: "Take AI, the largest capex investment we've ever seen. 60% of that is commodities… most of that 800 billion is going to go into the commodity price."
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Distinguished economist and commodity market guru Jeff Currie on what the AI boom is really BUILT from: "Take AI, the largest capex investment we've ever seen. 60% of that is commodities… most of that 800 billion is going to go into the commodity price."

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Bill Ackman on his $UBER thesis from an interview released today: "We think they're a big beneficiary of you know autonomous driving is going to reduce the cost of getting from one place to another is going to reduce insurance costs. These are and that will of course drive more demand right as the price comes down."
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Bill Ackman on his $UBER thesis from an interview released today: "We think they're a big beneficiary of you know autonomous driving is going to reduce the cost of getting from one place to another is going to reduce insurance costs. These are and that will of course drive more demand right as the price comes down."

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Commodity guru Jeff Currie on the commodity SUPER CYCLE: "In fact, I like to say copper is the new oil. It's the strategically most important commodity."

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We called the $NFLX top. It’s down ~35% since. Now price is pressing into major long‑term support and everyone’s asking if I’m buying. In today’s video I break down: • How we called the top • My plan to flip long • The exact level I’ll enter Watch the full breakdown ⬇️
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I will CONTINUE TO RAISE THE PRICE. This is your SECOND WARNING. Gain access to the most cutting-edge financial educational platform online. Lock in your price here:
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I will CONTINUE TO RAISE THE PRICE. This is your SECOND WARNING. Gain access to the most cutting-edge financial educational platform online. Lock in your price here:

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Private equity is price gouging firefighters now. Yes, you read that right. Firefighters. Is this the most evil thing they've done yet?
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Private equity is price gouging firefighters now. Yes, you read that right. Firefighters. Is this the most evil thing they've done yet?

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Ackman’s core thesis for 2026 is exploiting market distraction. While capital rotates heavily into the 'AI race,' semiconductor manufacturers, and new IPOs like $SPCX, Pershing Square is taking concentrated, heavy positions in what the market currently dismisses as 'old tech'. Ackman argued the market is ignoring $MSFT and $AMZN's near-infinite runway in cloud computing. He views $AMZN as one of the most dominant companies in history because it maintains its moat not by pushing prices up, but by aggressively driving down delivery times and costs. He views $META not as a legacy social network, but as an immediate beneficiary of AI. AI has significantly optimized Meta's ad delivery, simultaneously increasing advertiser ROI and user engagement.
1:58

Ackman’s core thesis for 2026 is exploiting market distraction. While capital rotates heavily into the 'AI race,' semiconductor manufacturers, and new IPOs like $SPCX, Pershing Square is taking concentrated, heavy positions in what the market currently dismisses as 'old tech'. Ackman argued the market is ignoring $MSFT and $AMZN's near-infinite runway in cloud computing. He views $AMZN as one of the most dominant companies in history because it maintains its moat not by pushing prices up, but by aggressively driving down delivery times and costs. He views $META not as a legacy social network, but as an immediate beneficiary of AI. AI has significantly optimized Meta's ad delivery, simultaneously increasing advertiser ROI and user engagement.

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Most complete and dominant TE to ever play the game Let’s not forget it
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Most complete and dominant TE to ever play the game Let’s not forget it

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Ackamn noted that the market is heavily distracted by momentum and hype specifically regarding semiconductor/memory chips and new IPOs. This obsession drains attention and capital away from massive, highly profitable tech incumbents. Ackman named $META and $MSFT, noting that the market currently treats them as old-fashioned companies. This lack of excitement makes fundamentally dominant mega-caps "very cheap" on a relative basis compared to overvalued, hype-driven sectors. Even $NVDA has recently become a lot cheaper on a price to growth basis as the market continues to follow momentum.

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'It's a work of heart.' 🎶 The Little Big Things: A New Musical is now available to watch on our streaming platform #NationalTheatreAtHome

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3:17

$APP's strategy in the streaming market is to turn the TV into a direct performance engine. Traditional television relies on broad brand awareness but free streaming is shifting toward measurable outcomes. AppLovin is using Wurl to connect television inventory directly to its massive base of mobile and ecommerce advertisers. Their predictive algorithm matches these performance driven advertisements to specific viewers based on precise data rather than basic demographics. This solves the industry bottleneck and creates a powerful cycle where better targeting drives higher ad revenue which then funds better content and attracts more viewers.

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