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Meta Q4 2025 Recap
The $META AI Engine is Roaring
7 hrs ago
•
Simeon McMillan
3
2
AppLovin ($APP) Down -44% YTD: Fear vs. Fundamentals
Why the "AI Disruption" narrative is overstated and how the buyback machine sets a floor.
Feb 5
•
Simeon McMillan
5
2
6
Fubo Q4-25 Earnings Recap: The “Growth” Story Stalled, and the Reverse Split Proves It
Why $FUBO earnings validates my Bear Case from December.
Feb 3
•
Simeon McMillan
6
4
Interview: Decoding the Streaming Wars with Rigatoni Capital
Deep dive on why I’m buying the $NFLX dip and the structural decay of Versant ($VSNT)
Feb 2
•
Simeon McMillan
8
1
3
January 2026
Is Versant (VSNT) Worth More Dead Than Alive?
How to unlock the hidden value of GolfNow and CNBC by dismantling the "melting ice cube."
Jan 28
•
Simeon McMillan
10
2
Netflix Q4 2025 Earnings Recap
Why the market is wrong about the $NFLX + Warner Bros. deal
Jan 23
•
Simeon McMillan
8
4
7
Media Stock Insights from Nielsen’s Dec-25 TV Snapshot
Streaming Eats the Christmas Goose
Jan 20
•
Simeon McMillan
3
1
Is Versant (VSNT) Cheap or Just Cheaply Valued? The Case for $27
Why investors should avoid the “value trap" until the company faces the 2028 cliff.
Jan 15
•
Simeon McMillan
10
1
3
Decoding the Versant (VSNT) Investor Deck: A Warning Sign
Why the 160-page presentation is a marketing mirage masking a melting ice cube.
Jan 13
•
Simeon McMillan
12
2
4
December 2025
Why AppLovin Will Outperform in 2026 ($APP)
12 Days of Pitch-Mas Day 12
Dec 31, 2025
•
Simeon McMillan
8
1
2
Why Nvidia Will Outperform in 2026
12 Days of Pitch-Mas Day 11
Dec 30, 2025
•
Simeon McMillan
4
1
5
Why Pinterest Will Underperform in 2026 ($PINS)
12 Days of Pitch-Mas Day 10
Dec 24, 2025
•
Simeon McMillan
6
5
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