Stock Market Commentary

Accrued Interest Weekly Cypher: Apr-10-26

14 hrs ago • Simeon McMillan

Meta's Muse Spark Rollout, OpenAI's $100B Ad Dreams, and Uber's Latest Robotaxi Deal (Accrued Interest Update 4-9-2026)

Meta stock is rising sharply today as the company unveils its first natively multimodal AI model, signaling that its aggressive AI bets are beginning to…

Apr 9 • Simeon McMillan

US-Iran Ceasefire, Rigatoni Capital Interview, and Nintendo's IP Illusion (Accrued Interest Update 4-8-2026)

The market is breathing a collective sigh of relief today with the news of a two-week US-Iran ceasefire. It removes a massive geopolitical overhang that…

Apr 8 • Simeon McMillan

CBS Rents Out Late-Night, Netflix's Danny Go! Distribution (Accrued Interest Update 4-7-2026)

I am watching a tale of two entirely different business strategies today.

Apr 7 • Simeon McMillan

Accrued Interest Weekly Cypher: Mar-18-26

The first edition of our Weekly Cypher decoding the raw signals in tech and media.

Mar 18 • Simeon McMillan

The Pokémon Theory of Media Investing

Why some ad businesses are built to evolve, and why others are stuck.

Mar 12 • Simeon McMillan

Media Stock Insights from Nielsen’s Jan-26 TV Snapshot

Streaming Keeps Gaining Ground Despite Linear TV's Live Sports Lifeline

Feb 26 • Simeon McMillan

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

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

Media Stock Insights from Nielsen’s Dec-25 TV Snapshot

Streaming Eats the Christmas Goose

Jan 20 • Simeon McMillan

Media Stock Insights from Nielsen’s Nov-25 TV Snapshot

Roku Again a Top 5 Platform

Dec 16, 2025 • Simeon McMillan

Media Stock Insights from Nielsen’s Oct-25 TV Snapshot

YouTube ticks up again; Roku is here to stay

Nov 19, 2025 • Simeon McMillan

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