@coryjtv.bsky.social
Why is $NFLX practically the only green on the screen? Our Drill Down Earnings analysis might help explain: 👇
youtu.be/hRna6kZNV6A
$NFLX 🎙️ @DrillDownPod @netflix.com
youtu.be/hRna6kZNV6A
$NFLX 🎙️ @DrillDownPod @netflix.com
April 21, 2025 at 7:28 PM
Why is $NFLX practically the only green on the screen? Our Drill Down Earnings analysis might help explain: 👇
youtu.be/hRna6kZNV6A
$NFLX 🎙️ @DrillDownPod @netflix.com
youtu.be/hRna6kZNV6A
$NFLX 🎙️ @DrillDownPod @netflix.com
Quick summary of our report explaining #TSMC results:
#Blackwell is real — but not yet ramping at scale. $NVDA B100/B200 will use $TSM N3E + CoWoS, but volume won’t hit until late 2025.
Q1 was all about $AAPL A17 Pro chip, used in iPhone 15 Pro models, dipping post-holiday.
#Blackwell is real — but not yet ramping at scale. $NVDA B100/B200 will use $TSM N3E + CoWoS, but volume won’t hit until late 2025.
Q1 was all about $AAPL A17 Pro chip, used in iPhone 15 Pro models, dipping post-holiday.
April 17, 2025 at 6:56 PM
Quick summary of our report explaining #TSMC results:
#Blackwell is real — but not yet ramping at scale. $NVDA B100/B200 will use $TSM N3E + CoWoS, but volume won’t hit until late 2025.
Q1 was all about $AAPL A17 Pro chip, used in iPhone 15 Pro models, dipping post-holiday.
#Blackwell is real — but not yet ramping at scale. $NVDA B100/B200 will use $TSM N3E + CoWoS, but volume won’t hit until late 2025.
Q1 was all about $AAPL A17 Pro chip, used in iPhone 15 Pro models, dipping post-holiday.
#Netflix spending money on content is like pushing chips across the poker table -- a big bet, as I told Paul Bagnell on #Bloomberg BNN today. And the jaw dropping subscriber additions (double digit yoy growth in UCAN, EMAE, LATAM and APAC!) shows the bet on sports -- AND AI -- is working. $NFLX
January 21, 2025 at 10:22 PM
#Netflix spending money on content is like pushing chips across the poker table -- a big bet, as I told Paul Bagnell on #Bloomberg BNN today. And the jaw dropping subscriber additions (double digit yoy growth in UCAN, EMAE, LATAM and APAC!) shows the bet on sports -- AND AI -- is working. $NFLX
Almost missed this @abc7newsbayarea clip. Interesting conversation about why this @TikTok sale is still so very important -- and how much this could matter to the economy. twitter.com/abc7newsbaya...
January 21, 2025 at 10:01 PM
Almost missed this @abc7newsbayarea clip. Interesting conversation about why this @TikTok sale is still so very important -- and how much this could matter to the economy. twitter.com/abc7newsbaya...