Netflix’s reputation as the pioneer of streaming has begun to ring hollow. Once a synonym for cultural dominance, the company now floods its platform with shows that feel more like algorithmic noise than meaningful storytelling. Many of its original series leave audiences with the aftertaste of regurgitated, AI-generated content—formulaic characters, predictable arcs, and … [Read more...] about Netflix’s Hollow Empire: Premium Valuation, Mediocre Content
Markets Hold Their Breath for Nvidia’s Earnings
The stock market is once again at an inflection point, with Nvidia’s earnings looming as the event that could determine whether sentiment breaks higher or cracks under its own weight. Comparisons to the dot-com bubble of 2000 have become a staple of commentary, with analysts and pundits pointing to stretched valuations, concentration in a handful of mega-cap names, and nervous … [Read more...] about Markets Hold Their Breath for Nvidia’s Earnings
Tesla’s Inflated Value and the Mirage of Future Revenues
Tesla today sits atop a valuation mountain that is breathtaking to behold but troubling to rationalize. At roughly $346 a share and a market capitalization that dwarfs not just automakers but even diversified industrial giants, the company trades at multiples so stretched that they border on fantasy. Bulls celebrate Tesla’s vision of autonomy, robo-taxis, energy storage, and … [Read more...] about Tesla’s Inflated Value and the Mirage of Future Revenues
When Sanders and Trump Agree, the Intel Deal Is Rotten
The U.S. government’s decision to take a 9.9% equity stake in Intel is being hailed as a victory from both extremes of the political spectrum. Bernie Sanders calls it a long-overdue assertion of government power over corporate America. Donald Trump touts it as a triumph of economic nationalism and proof of his industrial strategy. But when the furthest reaches of the left and … [Read more...] about When Sanders and Trump Agree, the Intel Deal Is Rotten
The Intel–Trump Deal: A Subsidy Disguised as Ownership
The announcement that the U.S. government has converted nearly $9 billion in CHIPS Act and Secure Enclave grants into a 9.9% equity stake in Intel is being marketed as a “historic agreement” to accelerate American technology leadership. In truth, it is neither historic nor visionary—it is a bailout in disguise, designed to stabilize a weakened national champion while offering … [Read more...] about The Intel–Trump Deal: A Subsidy Disguised as Ownership