Stock Market Commentary

Monetizing the Habit: Meta's Enterprise Land Grab and Roku's Living-Room Billboard (Accrued Interest Update 5-28-26)

May 28 • Simeon McMillan

Fox's Grand Theft FIFA, Bleacher Report Surrenders to YouTube, and the Inevitable March of Big Tech (Accrued Interest Update 5-27-26)

$FOX, $WBD, $PSKY, $GOOG

May 27 • Simeon McMillan

Meta Enters the Living Room, Amazon Aggregates Oprah, and Spotify's Fitness Pivot (Accrued Interest Update 4-27-26)

$META, $AMZN, $SPOT, $PTON

Apr 27 • Simeon McMillan

Accrued Interest Weekly Cypher: Apr-26-26

Vol. 3 — 2026

Apr 26 • Simeon McMillan

Comcast's Pay-TV Bleed and YouTube's Sofa Change (Accrued Interest Update 4-23-26)

Legacy media ignores the cord-cutting reality, while SiriusXM helps Big Tech sweep up the spare change.

Apr 23 • Simeon McMillan

Adobe’s Smoke Screen and the Warner Bros. Reality Check (Accrued Interest Update 4-22-26)

On the hollow promise of financial engineering and rewarding the $500 million failure of legacy media’s old guard.

Apr 22 • Simeon McMillan

Google Drops the Halo, Ad-Tech Desperation at OpenAI, and Roku’s 100 Million Milestone

Apr 16 • Simeon McMillan

Disney’s Reality Check and Uber’s Lucid Deal (Accrued Interest Update 4-15-2026)

Apr 15 • Simeon McMillan

Gulf Capital Cannot Save Paramount, Einhorn is Dead Wrong on Versant, and Nielsen Caved to Streamers (Accrued Interest Update 4-14-2026)

$PSKY, $WBD, $VSNT, $CMCSA

Apr 14 • Simeon McMillan

Nexstar's Regulatory Rush and Meta's AI Doppelgänger (Accrued Interest Update 4-13-2026)

Apr 13 • Simeon McMillan

Accrued Interest Weekly Cypher: Apr-10-26

Apr 10 • 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

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