Hannah Miller
๐ค SpeakerAppearances Over Time
Podcast Appearances
Yeah, the subscriber growth is there.
And, you know, Warner Brothers has made a point that they want to build up that subscriber count.
They're shooting for 150 million people for their streaming services by the end of this year.
And, you know, we have seen these gains.
But again, they're overshadowed by the fact that revenue earnings have declined compared to last year.
Yeah, so all these earnings results, they've been overshadowed by this bidding war.
And we saw on both earnings calls that the CEOs were like, we don't really want to comment on this.
Things are still underway.
What's happening right now is the Warner Brothers board has to determine whether or not the Paramount's most recent offer could be considered superior to their current agreement with Netflix.
If they do make that declaration, Netflix has four days to respond with either a sweetened offer or just bowing out.
NVIDIA continues to surprise and delight the market.
NVIDIA hit it out of the park yet again.
We saw, you know, phenomenal results.
It was a solid set of earnings.
And more importantly, they had a very confident outlook for how they were going to sell more AI chips and data center product going forward.
And I think we were all looking forward to seeing, is that going to be a thing?
As the marketplace tug of war over is the AI economy booming or are there concerns around the AI economy, and Nvidia continues to beat regardless of what this debate is concluding, the stock just keeps getting cheaper and cheaper to the point where it's becoming an obvious buy.