MNTN's risk-reward looks almost too good, as AI video tools let long-tail advertisers make ads good enough for connected TV, inventory that badly needs them. CTV ad quality lags Meta's by miles; HBO Max's ad tier repeats the same few ads, showing valuable inventory poorly used. MNTN focuses on the long tail, and its QuickFrame AI generator made solid video from stills where Meta's tools lack such features. Estimates look low and the stock dirt cheap, though Q1 may not impress. x.com 

Netflix's earnings growth cannot keep relying on price increases or a one-time ad-tier rollout when future ad growth depends on impressions. The password-sharing crackdown, ad tier and repeated price hikes amid declining time spent signal a mature business; podcasts and live sports look like attempts to find another growth leg. There is no reason to own the stock beyond its discount to historical valuation, which it should command. x.com  x.com 

Netflix's ad tier can improve its long-run economics while the stock prices in decline. It is the second most-watched platform on US TV behind YouTube; ad-tier members pay subscriptions and generate ad revenue, with room to improve fill and pricing. Revenue growth, margins and buybacks underpin an Overweight rating and $103 target, 46% upside at the preview price. The quarter was solid, but the soft Q4 guide and ad forecast cut from $3B to ~$2.7B are setbacks the author sees as fixable. x.com  … Show more

Netflix's slowing growth and weaker outlook make it unattractive for now. Revenue growth decelerated to 11.8%, U.S. TV viewing share fell 0.8 percentage points, advertising guidance was reduced 10%, and full-year free-cash-flow guidance was cut $500M, despite expanding operating margins and better subscriber retention. x.com  x.com 

Meta's ad pricing and impressions still support its AI monetization case, but heavy spending has pushed free cash flow negative. Impressions rose about 10% and prices 14% as revenue reached $64.6 billion; FCF was negative $2.12 billion and a $9.89 billion state AG charge hit earnings. Scale only on weakness if comfortable with founder control under the planned non-voting Class C shares. Sustained cash burn would weaken the buyback and valuation case. x.com 

Netflix's control of its own content keeps growth avenues open even as quality and popularity ebb and flow. Production is costly, but being able to make more is hugely underrated. YouTube pays creators more than double what Netflix spends; its content is not free. Ads need time to gain traction, with live sports where they should prove their worth. Solid earnings outweigh weak short-term guidance; Netflix should become one of Wall Street's hottest stocks again, with targets well into the $150s. … Show more

AppLovin looks like an attractive ad-tech opportunity around $280 because its advertising platform has opened to all businesses, offering access to over 1 billion daily users, and management expects Q3 revenue above $2B. Shares are down nearly 62% from $733 despite Q2 revenue growth of 53% year over year. x.com 

Magnite's position in the ad-tech ecosystem looks to be consolidating, and the stock remains cheap, though less so at current prices than from lower levels. Per @MinotaurStocks, partnership momentum and 25-30% CTV growth position it as a potential successor to The Trade Desk on the open web, at a $2 billion market cap versus $9 billion. Risks to weigh are the CFO's departure, non-trivial insider selling and AI threats to its business outside CTV. x.com 

Netflix has a second growth engine most people ignore, with advertising revenue doubling to $3 billion this year. Management guides 12-14% revenue growth at a 31.5% operating margin, and its content moat deepens every year it outspends everyone. x.com 

FuboTV's valuation looks ridiculous after its merger with Hulu Live TV: about $6.2B in pro-forma revenue, more than 6.2M subscribers with a live sports bundle and positive adjusted EBITDA, yet it trades at roughly 0.05-0.10x sales, the cheapest in its sector. Charts are catching up, with a clean daily breakout above moving averages and a weekly bottoming pattern at generational lows. Next targets are $12, then $15-22. x.com