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The moat of Netflix?
Netflix has around 325 million subscribers worldwide, and I'm one of them. I really enjoy the content on Netflix, but it got me thinking: what's the maximum monthly price I'd be willing to pay before I cancel? For me, it's probably somewhere around €30 per month, and with recent price …
LLMs changed the world, but could they be the next Airline industry?
# I don't think anyone would deny that LLMs are hugely useful for a ton of tasks (coding, customer service, translation & editing services). Looking back historically towards similar industries, no one would deny that air travel has similarly changed the world for the better. But I can't help but …
Has anyone been using moomoo for active trading and deep research?
Been swing trading and doing options on US equities for almost four years now. Main setup has always been IBKR, with third-party tools on the side for Level 2 order flow and earnings breakdowns. It works, but the costs and friction are starting to add up. Level 2 subscriptions aren’t …
Reversal Bullish Today: $ARM
The Bitcoin treasury bubble is popping and Strategy just told on itself with a $2 billion buyback.
The Former CEO of Wendy's Ruined the Company, Now A Wendy's Legend is Back
Does anyone remember the "dynamic pricing" controversy a couple years ago? Yeah, that was former Wendy's CEO, Kirk Tanner's doing. This dumb motherfucker basically ruined the company in 18 months. He was borrowing money to buy back stock at double the price it is today, trying to force AI into …
SBI Holdings to Fully Acquire bitbank, Creating Japan’s Largest Crypto Asset Platform by Assets
Meta is not getting AI right
[https://imgur.com/a/0eWPf60](https://imgur.com/a/0eWPf60) This morning, while opening WhatsApp on my Mac, the app updated and restarted, ask me to scan the QR code with phone to log in. For no clear reason, the computer app gets flagged as spamming. I haven't used it for 2 days, (I don't use WhatsApp normally, like …
Comcast - NBCUniversal Auction, Not Spinoff, a la WBD
Big new by Comcast today, but I think something will happen sooner. Look at WBD. * June 2025: WBD announces its split into Streaming & Studios and Global Networks. The company was trading around $9.50-10/share. * December 2025: Netflix offers $28/share for the Studios & Streaming assets. * February 27, …