Media U.S. Community
Our community narratives are driven by numbers and valuation.
Media U.S. Investing Ideas
Meta’s Bold Bet on AI Pays Off
Meta Platforms, Inc. (META) announced very strong Q3 2024 results underlined by revenue growth and a strong commitment to AI and the metaverse.Read more
Alphabet: The Under-appreciated Compounder Hiding in Plain Sight
Summary Google trades at ~18× forward earnings; the cheapest among the Magnificent 7 Market is too focused on AI threats to Search and antitrust noise Meanwhile, Google is executing across AI, Cloud, and YouTube Key AI differentiator: unmatched distribution across 3B+ users via Search, Gmail, YouTube, Android, Chrome, and Cloud Quietly building a world-class AI infrastructure behind the scenes; including proprietary TPUs and a vertically integrated stack YouTube generated $8.93B in Q1 ad revenue (up 10% YoY); subscriptions hit 270M Google Cloud revenue up 28% YoY to $12.3B; now profitable Optionality from long-term bets like Waymo, DeepMind, and Verily Risk/reward is compelling; a strong candidate to beat the market long term Overview Despite being part of the "Magnificent Seven," Google’s stock lags due to perceived risks around disruption of its Search business from AI competitors and mounting antitrust concerns. But under the hood, Google has quietly built one of the most compelling setups in tech: with deep AI leadership, multiple high-growth businesses, and optionality from long-term moonshots like Waymo.Read more
Netflix Potential Opportunity Due To Usage Of AI By Improving Profit Margin
About Netflix Q2 2025 results Netflix's second-quarter 2025 performance demonstrated a successful strategic shift towards mature, profitable growth. The company reported a 16% year-over-year revenue increase to $11.1 billion and a 46% surge in net income to $3.1 billion.Read more
This stock has it all: AI Cyber defence drones & ops
If you are looking to trade the newly formed Defence Holdings PLC in the USA, and join the U.K. defence rush to AI and cyber defence you need to read below. You may be wondering what an OTC pink stock is doing in my portfolio?Read more
Increasing revenue at high costs relies on membership to convert to spend
Update on Q3 Results Travelzoo's cost to acquire a member increased to $40, making it a net 0 gain on membership spend alone. Direct member acquisition costs of $2.9m represents $2.9m of revenue with only $0-0.725m recognized this quarter (average $0.36m).Read more
ESPN’s NFL Power Play: How Disney’s Sports Engine Could Drive the Next Leg of Stock Growth
Key Takeaways Disney is entering a new growth phase with streaming finally reaching profitability and the Experiences division expanding rapidly. ESPN is emerging as a pivotal growth engine, with its partnership potential—especially with the NFL—set to redefine sports streaming.Read more
Fair Value Estimate: ~$16
RISKS: Search algorithm volatility; U.S./EU regulatory shifts in gambling; operator marketing budgets; integration risk (OddsJam/OpticOdds/Spotlight). Discounted Cash Flow (DCF) Valuation Assumptions Discount rate (WACC): 10% (small-cap, digital media).Read more
Gaxos.ai: Early-Stage AI Innovator in Gaming & Health
Key Takeaways Dual AI focus – Gaxos.ai builds AI-powered tools for game developers (via Unity integrations) and AI-driven health services under its RNK Health brand. First signs of commercial traction – After years of development, the company reported ~$194k in H1 2025 revenue, mainly from wellness pilot programs.Read more
Industry Tailwinds, Increased Monetization and Changing Cost Structure Will Lead To Higher Cash Flows
Key Takeaways Spotify is wisely focusing on long-term objectives over short-term profitability. Leverage will shift from labels (suppliers) to Spotify (the aggregator) as scale continues to grow.Read more
