Aug. 22 at 3:37 PM
$NFLX $PSKY $MP $TRLV $AIAI Netflix benefits from streaming engagement and pricing power, Paramount Skydance remains focused on media and streaming monetization, MP benefits from rare-earth demand, TRLV remains highly speculative, and AIAI remains an early-stage AI opportunity. I'm watching subscriber trends, content economics, rare-earth prices, funding, and AI adoption.