Communication Services Stocks

Adding to Google on Strong Technicals and AI Catalysts

"But for now, it's a whole Now, what I am uh getting more excited about is Google, right? Google, man. Uh the chart looks beautiful. It's got to be one of the best looking big tech uh charts, and it's because the story is coming together. You know, the AI story. They're a threat. They're a threat to a lot of companies. They this this is a powerhouse big tech. And uh like I said, you know, there's so many ways of of looking at the value of Google and I think it's underrated. It's definitely not overpriced in my opinion, but that's what I'm doing with my money, right? I'm just right now adding to Google. The chart looks great. I highlighted something when he had it up, which was that we've opened and closed a candle um above that September peak that we made. That's right. Which means that September move is in full continuation."

Trade Call: Sell Cash Secured Puts on Uber (UB)

"So, for me, since I want to buy more of this stock, what I'm going to do is utilize an option strategy. I'm going to sell a cash secured put which is going to allow me to potentially purchase this stock at a price I'm comfortable buying it at. And while I wait, I get paid an income immediately. So, taking a look here at the option chain for Uber, we are looking at the expiration date about 30 days out with November 21st. The two strikes that I'm honing in on to sell puts on would be the $90 strike and the $85 strike. The $90 strike would earn me around $290 in income for one contract. The $85 strike would earn me almost $150 in income. So, I'm close to earning $450 in income if I did one contract at both of these strike prices. I would be committing to purchase 100 shares of Uber at $90 and 100 shares of Uber at $85 if they were to fall below these strike prices before expiration."

Netflix faces headwinds amid earnings tax dispute

"yeah, I mean, we talked through two names in the green. Let's talk about one that ended in the red. This is Netflix, ticker NFL, the third biggest decliner in the S&P 500, shedding more than 8% this week. It lost 10% on Wednesday after, of course, we know its earnings revealed a tax dispute with Brazil, which cut into its third quarter earnings. Of course, this is a company where a lot of investors are used to upside surprises here. So, this was definitely uh drag on the company this week. And of course, this really just raises broader growth concerns for investors that are used to positivity here for the stock. But shares of Netflix still up at 23% this year."

EA Private Equity Deal Signals Gaming Sector Opportunity

"We talked about how Electronic Arts was taken private for $55 billion, largest take private in history. And despite a booming industry with over 60% growth in players over the past 10 years, video games account for only 3% of global ad spend. Our view from an investment perspective, it's a good one."

Meta Buy Call Based on Undervaluation and Robust Metrics

"So to answer the question, do I think Meta Stock is a buy before earnings? Well, I think the stock is meaningfully undervalued. I calculated a fair value at $857. The current price is $735. So this is one of those stocks where if you wanted to buy before earnings, I think it makes sense. You can buy before earnings or do staggered purchases over time. This is a business where I like the long-term prospects and if I were interested, I would invest incrementally to reduce timing risk."

Company Commentary: Distorted Financials and Hidden Risks

"And heres the bare case. Revenue is distorted. Cash flow is deeply negative. Profit is driven by unrealized Bitcoin gains and isnt coming from real operations. The AI side isnt generating genuine revenue yet, and key contracts are missing from the books because of accounting tweaks. That lack of transparency makes it hard to value the business and raises the risk of being completely wrong. This shell game between real growth and nothing shows why most investors miss the hidden dangers in the headline numbers."

Spotify Founder’s Transition and Its Implications

"Longtime CEO is handing off the CEO role to two lieutenants and becoming executive chairman to help build more big companies in Europe. It's a $143 billion company and his transition marks the culmination of an incredible run."

Nebius Group: Ferrari of AI Cloud Compute

"Yeah, so the stock that I really like here is Nebius Group, tickers NBIS. I like to call them the Ferrari of AI cloud compute because what you have is you have all these big AI data center operators. They're building these new data centers, but they're still supply short. They're still crunch that the demand still leads to supply. So, they need to go and find more anywhere they can find it. Now, Nebius is a smaller company that operates data centers, but very specific for AI. So, when Amazon builds a data center or Microsoft builds a data center, it's got to be multi-purpose because AI is part of what they do, but they also just service general cloud compute, not Nebus. Nebus is AI, AI, and AI and a little bit more AI. That's all they do from the ground up."

EchoStar Set for Potential Cash Cow Deal with Verizon

"Shares are trading higher by over 7% so far in pre-market trade. Bloomberg reported Verizon is in talks to purchase some of EchoStar's wireless spectrum, suggesting that the company could secure another cash cow deal."

Warner Bros. Discovery poised with acquisition interest and strong weekly gains

"Moving on to Warner Brothers Discovery. It's >> this one. This one is a good one. I forgot that this was a big story this week. I mean, it really was. It was a big story. It feels like so much has happened this week. I had to dial back a few days, but this is among the top performers this week, rising 16%. And of course, this comes after an 11% surge that we saw on Tuesday. And this is after the company said that it's considering a possible sale after unsolicited interest from, of course, what we know to be multiple companies, including Netflix. Netflix and Comcast, both saying that they could be potentially interested in this company."

Management Compensation Raises Concerns at Yelp

"So Jeremy Stppleman is still the CEO, the co-founder from 20 years ago, and I think he's done a good job navigating the business towards services. However, as I was reading the proxy, I found myself getting increasingly annoyed. Yelp's management team has a base salary, annual cash incentives, and performance-based stock bonuses tied to revenue and relative return metrics. I was particularly frustrated to see that the co-founder and CEO, who owns 6.3% of the company, is taking an extra $10 million in annual stock compensation. This seems unnecessary given he could benefit directly from share price appreciation."

AppLovin Under Regulatory Probe

"Let's go to App Leven. What's going on? >> Yes, the keep it easy for us. The ticker is a App. Uh shares are down as much as more than 7%. Um now they paired a bit up down about 3.8%. This is after the New York Post reported that the state regulators have reached out to multiple short sellers in a possible preliminary probe on the company here. So the states involved in this concern are Delaware, Oregon, Connecticut. This all according to the report. But if you do look back uh earlier this month in early October, we had the SEC that was probing the company in terms of its data collection practices. So lots of heat right now on this company. Uh shares are up though 78% so far this year."

Google Stock Appears Risky in Diversified Portfolios

"Google now is a little bit risky. I hope it was bought earlier but the rest is perhaps even more on the aggressive side."

Heineken Bolsters Latin American Presence With $3.2B Acquisition

"Heineken is buying Florida Ice and Farm companies, a Central American business, for $3.2 billion. The idea is that this will really strengthen its position in places like Costa Rica, Guatemala, Honduras."

Red Cat Navigates Mixed Signals Amid Drone Warship Plans

"So, yes, Red Cat is down near seven percent. This is a drone stock. It got a lot of attention on the Department of Defense's new drone focus of late. They announced a proposed public offering of shares. Now, the scant details on size and terms ... but it intends to use the proceeds for working capital for CapEx spending related to unmanned surface vessels, which is essentially drone warships."

AT&T Earns a Pre-market Beat

"What did we get from AT&T this morning? It was a decent beat for AT&T. Shares are up 2.8% so far in the pre-market. The wireless provider added more mobile phone and home internet subscribers than expected after what was a heavy promotional push in the quarter. They did miss just slightly on revenue, but AT&T added that the full earnings per share would land in the upper range of their previous guidance."

AMX Positioned for Strong Growth in a K-Shaped Economy

"AMX, uh, AMX is just in the absolute sweet spot of this K-shaped economy. They are a premium product for premium spenders and they are killing it. Their total build business shows 6% to 8% year-over-year growth. Goods and services, as well as travel and entertainment, are up 9% and 8% respectively this quarter. Look at the year-over-year growth among younger demographics: Gen Z is growing at 39%, while millennials are growing at 12% compared to baby boomers at only 4%. Moreover, millennials now represent 30% of total spending, surpassing baby boomers. How crazy is this?"

Fox Gains from Potential TikTok Deal Linkage

"So ticker FOX. Those shares are up today, 1.9%. And that is because there is some suggestion from President Donald Trump that Fox Chairman Lachlan Murdoch and his father Rupert are involved in this TikTok deal. Bloomberg Intelligence weighing in and saying that ownership in TikTok could give Fox a foothold in social media because now linear TV is facing secular challenges."

Explicit Buy Call on PINS with Detailed Price Scenarios

"I've had Pinterest stock rated as one of the best stocks to buy all year long in 2025. And I recently bought Pinterest stock for my own portfolio. So, investors are asking me, what do I think about Pinterest stock in its upside for next year? Where do I think the stock price will end up by the end of 2026? Between $46 and $50 a share is where I think Pinterest shares end up by the end of next year. And that's one of the reasons why I bought Pinterest stock myself, and I see nice upside here for 2026."

Roblox (RBLX) Breakout and Trade Management

"This is up about 4.8 percent today, breaking above this 139.97 buy point on the cup with handle base. ... If this starts filling in that gap or coming back down to the 21 day moving average line, I might be getting out of this a little bit early."

Updated Buy Recommendation for Roku

"So, now let's look at the company's valuation. And according to my discounted cash flow model, Roku's business is worth $11 per share. The current market price is $95. So, applying a margin of safety, this stock looks fairly valued using my proprietary discounted cash flow model. And then going back to fiscal.ai, which is my preferred data source, I'm using the forward price to operating cash flow for Roku because the company's earnings per share is more volatile. So, I'm using the forward OCF price to OCF. And this number at 18 looks undervalued for Roku given its prospects and the longer-term tailwinds for the streaming industry. This stock looks overall comprehensively slightly undervalued based on current market prices. So, I still like the business and even at current market prices, I like the long-term opportunity for investors. So, I will update my buy recommendation for Roku stock today."

T-Mobile Subscriber Growth and Market Dynamics

"Okay, T-Mobile to take your time. U.S. shares have been kind of back and forth, wavering back and forth. So it basically gained about a million new mobile phone subscribers. It raised its outlook for the year. It was all kept afloat because it had that recent acquisition of U.S. Cellular and it absorbed about four and a half million customers from that. What also helped drive new subscribers, the analysts are saying it's the Apple iPhone 17 release in September. People wanted it and so they kind of traded in, went to that and they expect to add as many as 3.3 million subscribers for the year, about 130,000 fiber home Internet customers. But I've been talking about this big battle between them, AT&T, Verizon, where are you going to go? It comes down to price. I'm actually going to start shopping around."

Live Nation Faces Legal Pressure from FTC Lawsuit

"Live Nation, also following today down 2.8%. The FTC and seven states sued Live Nation Entertainment and its Ticketmaster subsidiary for failing to stem the use of automated ticketing bots and large-scale resale operations."

Scholastic Suffers Amid Funding Uncertainty and Revenue Drops

"Scholastic, ticker SCHL, is down about 10% this morning with key revenue segments underperforming. Their education solutions revenue dropped about 28% as schools delay or pull back on purchases amid uncertain federal and state funding."

Trade Call: Short Sirius XM Due to Structural Decline

"Alright, here's my last one. And I think we'll be on the exact same side of the fence here. I'll read off some multiples for you first. EV to free cash flow 16 times, dividend yield of almost 4%. The company which I know not not that cheap. The company is Sirius XM. Oh yeah. Value. This is a dying company. Hate to say it's insane that it's tra It's not even a value trap. It's just a short. Honestly, this is this going to be your first short ever? It is so."

Verizon Leadership Shakeup Sparks Share Price Decline

"Among the worst performers on a percentage basis was Verizon ticker VZ actually shares closing the worst one day drop I should say going back to April of this year. Some surprise news from the suite as Hans Vesber is out after eight years as CEO, with former PayPal CEO Dan Schulman coming in to replace him. Vesber will stick in the role of adviser to the company for the next year to ensure a smooth transition, including the integration with Frontier Communications. Verizon has been losing subscribers and market share, shedding 51,000 monthly mobile customers in the second quarter, and closed down 5.1%."