Noticias y análisis

I now see an interesting investment opportunity in purchasing some Netflix shares after Elon Musk urged his X followers to cancel their Netflix subscriptions over a controversy surrounding “Dead End: Paranormal Park” animated show and its creator. The world's largest streaming service lost up to 5% of its market caps last week soon after Tesla and X owner posted on his platform saying, “Cancel Netflix for the health of your kids”. He did it in response to an image, which accused Netflix of carrying out a transgender woke agenda. I personally have no intention of cancelling my long-standing Netflix subscription because of one show I am not going to watch or wouldn't show to my child. Besides, I don't think a huge number of subscribers would actually unsubscribe because of one show.

I want to see Nero The Assassin right now, as only one example, where the French Césars nominated Pio Marmai starred as a man who must rescue his estranged daughter from malevolent forces in XVIth century France. I am waiting for Rowan Atkinson's return with "Man Vs Baby" as a Christmas follow-up series to Man Vs Bee, as another example. And who knows, what else? And I also want to make money on my stake in further Netflix shining. Especially since its share price has not only bounced off the local low of around $1,133, but also formed a symmetrical triangle pattern near the news-given bottom and even managed to take-off recovering to $1188. The incident seems to be over, at least in the field of stock market's reaction, while Musk's X post seems more like a warning to Netflix owners not to overdo it with untimely attempts to please queer supporting audiences. In short, I believe that Netflix share will revisit its target levels of no less than $1,350, where the price action already took place in mid-summer, with this sad episode marking the end of sideways corrections of the last three months for the stock.

As for the essence of the “Dead End: Paranormal Park” story, if anyone is still interested, I have done some research. When asked what the gender colouring is there, Google's Gemini assistant gave me an answer that the main protagonist of the show, named Barney, is transgender. And, to be more precise, Barney is an out trans teen boy who finds a job as a security guard of an amusement park with a haunted house. Barney is surrounded by friends and a family who support him, which is probably O.K. but the children marketed cartoon "seeks to explore how passive toleration isn't what every young queer person needs or wants". Well, I prefer that children of the world associate either Barney or Barny name only with a famous brand of wheat flour cake bears or a character from an old cartoon. It's too bold to mix it with children-marketed shows digging into a conflict between queer people and their parents that's directly about the trans gender world to resonate with a lot of queer wish fulfilment of fantasies.

Personally, I also feel strongly that schools, kindergartens and the film industry need to stop offering all this woke agenda to children. This topic is mentioned for a certain segment of the adult audience who are interested in it, but there's no need to ruin children's psyches by forcing explanations to very young and inexperienced minds and souls on a subject that looks alien to them and that they can't understand at their age. Yes, I'm rather conservative on these issues. But I hate the very concept of the so-called "cancel culture" much more, seeing it as a substitute for genuine debate. Boycotts of public personalities or brands after they have done or said something considered objectionable is not going along with free speech society. Again, let's remember how the magnificent Johnny Depp was almost lynched for something he didn't even try to do. "Me too" stories with claims of attempted harassment, decades later and often without any evidence, after which people were lowered to the bottom of modern society. In short, they probably should find another space for queer culture promotion, but that's no reason to cancel Netflix subscription or stop trading its shares. They made money on content; let them share it with shareholders like me and you.

Folks, Google dreams with all our hopes for further rise are flourishing again! Even though it's autumn outside the window... And there's a reason. This search engine and cloud data giant, well known to everyone here, there and everywhere, just formed a "round saucer", also called "round bottom" pattern, on its share price charts, a familiar sight even to simple traders, who are non-experts in equity markets. The pattern is a strong but rather rare phenomenon to appear on daily charts. It usually signifies that the price is about to attract a large crowd of new buyers and those who are eager to increase their stake in the same asset which they already own. Both large funds and many ordinary people will try their best to find free money to cram more Google into their investment portfolios. And if the price of one Google share is $250 today, then in a couple of months - or, you may say, by Christmas time - it will likely reach the next tactical target between $275 and $285. And by next spring, perhaps we can see even $300 per share. After all, we started with $200 at the end of August and reached $255 just three weeks later, by the last ten days of September. Just think about it: one can get a 10% to 20% more return on invested capital in a very short period, for just a small stake in a super-reliable business, which is currently valued by the market at no less than $3 trillion. And if one trades Google through platforms that offer financial leverage 5:1, then one's investment could easily grow by 1.5-2 times using the same size of price action! Well, even Bitcoin doesn't offer such returns right at the moment. Not to mention that, on its triumphant climbing to the sky, Bitcoin is also fluctuating wildly, sometimes up and sometimes down, sometimes doing sideways corrections for so many days, keeping crypto investors awake at night, weekdays and weekends alike. It's much easier to keep track of stock investments in megacaps, and you save much of your neurons for your better health.

However, this "round saucer" signal is visible to everyone on Google charts, so people will act immediately. The movement could significantly pick up momentum even today or maybe tomorrow. Google share could add $3-5 more soon. To avoid missing the opportunity, maybe we should Google it now?

This Monday alone, the stock gained 2% on Nasdaq, which is quite a lot for such a tech behemoth. And there was a fresh piece of news behind the move: before the weekend, it was re-confirmed that Google would build a massive $4 billion cloud data center in Arkansas. On a thousand acres of American land, creating hundreds of jobs with the support of Governor Sarah Huckabee Sanders and the approval of Trump's cabinet, of course, Google will get another stable source of income for itself and its shareholders, in addition to the money flow from numerous Google advertisers who pay for ad impressions and users' clicks whenever ordinary guy or girl simply search for something on the internet again.

As I detailed in my previous two articles in early September, Google share rise is being mostly accelerated by closer ties with ChatGPT maker Open AI, also its own Gemini neural network assistant, and then a federal court ruling that definitively overturned a potential threat of dividing Google into parts like Google Chrome separate business, Android separate business etc, something that antitrust regulators persistently talked about within four years of Biden's sitting in the White House.

For those who meticulously count the numbers, Google's total revenue for the last quarter alone was approximately $96.5 billion. That's nearly $12 billion more than one year ago and $22 billion more than it was in the same season in 2023. Looking at quarterly earnings per share, you can see how this key metric has doubled from $1.44 to $2.81 in less than two years: from July 2023 to April 2025. Google knows how to multiply their money. So, can we do the same using Google skills?

Cisco Systems (CSCO) has gained 32% since its April lows, rising to $68.69. Most of the advance occurred in May and June, followed by a period of consolidation. From a technical perspective, the rally appears ready to resume at any moment. Prices have consistently held above the midpoint of the ascending channel for the past 15 weeks, without a single break below it. This sustained strength suggests that another upward move is the more probable scenario. I plan to buy in the $68–70 range, targeting $79–81, just below the major resistance area, with a stop-loss placed at $58.

Das ist fantastisch! They were only away a matter of minutes, perhaps no more than a quarter of an hour since this news began spreading around the wires, but AMD capitalization already soared by 36%. ChatGPT creators, OpenAI, want AMD chips for its ever-growing AI projects and even get an option to buy up to roughly 10% of AMD at the same time (160 million shares of AMD for 1 cent each over the course of this great deal). AMD stock, which was lagging from the AI industry's mainstream for so many months, immediately skyrocketed from nearly $165 at last week close to well above $225 at Monday pre-market. It's their highest level since very short-lived historical peaks in March 2024. Do you remember, when this asset was trading below $100 for a short time, I always told you that everything would be fine with AMD over time? But even I could not have imagined such a meteoric rise.

So, I am going to fix the major profit in my long-running AMD stake. I have a good reason to host some banquet function with champagne and delicious food today in the evening. Although AMD might soon cost $250, I don't care what happens next. They've already covered all realistic and unrealistic price targets in this upside step. I'll consider another cheaper AMD purchase later if the opportunity arises, or maybe even an expensive one, but after the market gets used to the higher price range for AMD stock.

Here's the whole point. A multi-year deal with OpenAI is supposed to bring "tens of billions of dollars" in AMD's annual revenue. OpenAI needs even more computing power in this limitless AI developing race, so that it now acquires a part of the second largest in the world GPU chips manufacturer after Nvidia. Thus, Open AI will get hundreds of thousands GPUs, equivalent to 6 gigawatts, while also giving a very strong vote of confidence to AMD shareholders. "We view this deal as certainly transformative, not just for AMD, but for the dynamics of the industry," AMD executive vice president Forrest "no-Gump" Norrod said. Because of the ripple effect, AMD expects to receive more than $100 billion of new income over next 4 years from OpenAI and other customers. The deal with AMD will help OpenAI build enough AI infrastructure to meet its needs, OpenAI CEO Sam Altman said. OpenAI would build a 1-gigawatt facility based on its forthcoming MI450 series of chips beginning next year, and it would begin to recognize revenue then.

Long before the OpenAI-AMD deal, Nvidia announced an investment of up to $100 billion in OpenAI that included a plan to supply at least 10 gigawatts worth of Nvidia systems. The plan included OpenAI deploying a gigawatt of Nvidia’s next-generation Vera Rubin chips in late 2026. But Altman shared his expectations of reaching as much as 250 gigawatts of computing in total by 2033. So, AMD is definitely not a kind of exclusive partner for Open AI, the deal doesn't change any of OpenAI’s ongoing computing plans, including its close partnership with Microsoft. But AMD is clearly not going to stay away from the AI progress, which many in the market were afraid of.