I want to get to your price target. So, you're at about $12.95%. The rest of the streets at 1376.Are you a Netflix bear. I mean, your price target is significantly lower. >> I I'm not a bear, but let me just uh maybe frame this for you.What one of the things about 18 months ago, the bullcase on Netflix was 25 times forward earnings. Um the bullcase now is 40 times forward earnings. Um the results have been fine, but what really caused that multiple expansion.I call them the four horsemen. What was happening ...

But what about the commitments he's getting in return about investment in America from Apple, from foreign companies, in part to avoid the tariffs, but also just encouraging all of this investment and manufacturing. So, do you think Apple's not acting in its own self-interest. I'm sure I'm sure it is. And I'm nothing against Tim Cook.I mean, Tim Cook's doing what he as CEO should do visav his shareholders. But when the state becomes involved in picking winners and losers, there's only one way this game ends ...

Group 1 - The article discusses the shifting perspectives of Democrats and Republicans regarding the Federal Reserve's independence and its role in economic recovery [3][4][5] - It highlights the contradiction in Republican demands for rate cuts from the Fed, contrasting with their historical stance against government intervention in the economy [6][8] - The piece argues that government intervention, including actions by the Fed, cannot effectively stimulate economic growth, especially when it substitutes market mechanisms [9][10] Group 2 - The article emphasizes that economic growth fundamentally originates from the private sector, and any government actions merely redistribute resources rather than create them [7][8] - It critiques the notion that the Fed can alter economic realities, labeling such beliefs as delusions [10]

The US government is starting to act more like a business every single day. Take the recent announcement of the United States government receiving 10% ownership in Intel, the American giant that designs, manufactures, and sells computer components. Critics immediately sounded the alarm.The United States government is now beginning to act like a communist state. They said, "The United States government is taking actual ownership of these successful enterprises, and these enterprises are going to end up being ...

Government Intervention & Industry Impact - The Trump administration is exploring new ways to involve itself in US industries, potentially through equity stakes, starting with the steel industry and now considering the chip industry [1][2] - The administration aims to secure deals that demonstrate a return of manufacturing to the US, particularly in the chipmaking sector, where the US has lost its leading role [2][3] - Discussions are underway regarding the US government potentially taking a stake in Intel to support the company's manufacturing hub in Ohio, which faces financial difficulties and production delays [3][4] - The administration's approach includes considering taking 15% of certain chip sales revenue when those chips are sold to China, raising questions about the future of companies like Nvidia and AMD [6] - Concerns arise regarding the level of control the government might exert over Intel's operations if it acquires a stake in the company [9] - The administration's actions are drawing comparisons to a centrally planned economy, deviating from traditional capitalism and raising questions about the government's role in deciding winners and losers in the economy [10][12][13] Legality & Precedent - The legality of deals involving government stakes in exchange for lifting export controls is being questioned [15] - Concerns exist about the precedent set by the government taking stakes in large US companies beyond temporary bailouts and the extent to which this resembles past interventions like the auto industry bailout [16] - The potential for government involvement in company decisions, such as board seats, raises concerns about whether government officials are best suited to run companies while also managing government responsibilities [17][18] Financial Implications - Intel could use the funding from the government during a difficult financial period [4][10] - The Trump administration is exploring ways to generate revenue through unconventional deals, such as taking a percentage of revenue from chip sales to China [7][8]

The chip-payment arrangement is the latest legally questionable, heavy-handed government intervention into business since President Trump returned to office https://t.co/i3GTiqNCgI ...

Geopolitics & Energy Security - The German government is considering measures to potentially block the sale of the Nord Stream 2 pipeline [1] - Speculation has arisen regarding the possibility of resuming gas deliveries from Russia via the Nord Stream 2 pipeline [1]