Feb. 7 at 1:08 PM
$NFLX This week’s post is the weekly on-record file.
Three inputs only:
What CEOs wrote in shareholder letters and investor decks — numbers, ranges, targets that can be checked later.
What CEOs said in public media , pricing, delays, margin defense, timelines.
What big investors said in public ,how risk is being priced right now.
https://cundilldeepvalue.substack.com/p/what-they-wrote-and-said-this-week
Inside the window: tariffs as an operating line, AI as a disruption variable, liquidity as a trust issue.
$CVX $NKE $AMC
