I would be lying if I say I'm not worried about Netflix's stock performance over the past year. However, EPS is still growing strongly. People like to conveniently say that growth is slowing because they included the breakup fee from the WBD deal, but if we exclude that one time payment, Netflix's growth is still intact, with room to grow for the advertisement portion as well.

Longbridge - Captain's Watch
Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown

Big rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.

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