Chit Chat Stocks Earnings Bonanza; Netflix and Hermes Reign Supreme; Stocks to Buy If The Market Crash Resumes
Apr 18, 2025
This week, the hosts dissect Netflix's surprising earnings report, revealing strategic shifts impacting its market position. They also discuss Boeing's struggles, contrasting them with American Express's strong performance among younger consumers. The impact of tariffs on the tech industry is highlighted, along with insights on luxury brands like Hermes flourishing despite economic challenges. In addition, innovative approaches from Interactive Brokers and cutting-edge trends in social media, including OpenAI's new network, add depth to the discussion.
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Netflix Hides Membership Details
- Netflix stopped reporting memberships to obscure the mix of ad-supported versus premium subscribers.
- They aim to grow with live events to attract and keep subscribers despite less transparency.
Netflix's Ambitious 2030 Goals
- Netflix aims to triple operating income and double revenue by 2030.
- These targets suggest holding rather than buying at current valuation as growth expectations moderate.
Tariffs Weigh on Big Tech Stocks
- Big tech earnings growth contrasts with declining stock prices due to tariff-induced uncertainties.
- Companies exposed to Chinese supply chains and advertisers like Timu face revenue risk amid trade tensions.