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Netflix and the Strike
- Jeffries and Hargreaves Lansdown believe Netflix's content library positions it well to withstand the SAG-AFTRA strike.
- This advantage is expected to hold in the short term, although a prolonged strike could impact future programming.
IBM and AI
- IBM, despite being an early entrant in AI, doesn't have the same market excitement as companies like Nvidia.
- Its AI product, WatsonX, is expected to have a tangible impact only in a year or two, affecting its valuation.
Tesla's Valuation
- Despite Tesla's stock surge, David Trainer argues its valuation remains disconnected from fundamentals.
- He suggests the current valuation implies an unrealistic production capacity of 20 million cars annually.