3 Under-the-Radar Stocks Triggering Early Signals (from Market Maven) | | What a Week! | This week was absolutely wild. | Trump just merged his media company with a nuclear fusion startup, Warner Bros rejected a $108 billion Paramount offer. | Tesla hit all-time highs. Amazon's writing a $10 billion check to OpenAI, but here's the twist: it's basically paying itself. | What's really going on behind the scenes? Let's deep dive. | | | | | Hollywood Drama | | Warner Bros just told Paramount to take a hike. Again. | Paramount made a $108 billion offer for the whole company—all cash, $30 per share. That's bigger than the Netflix deal Warner already signed. But Warner's board said no thanks. They called Paramount's financing "opaque" and stuck with Netflix. | Here's the thing. Netflix only wants the good stuff: Warner Bros studios and HBO Max. They're paying $82.7 billion for that. | Paramount wanted everything, including the cable networks nobody wants anymore. | The real story? Warner's board doesn't trust where Paramount's money is coming from. Saudi Arabia, Qatar, Abu Dhabi. Even Jared Kushner's fund was involved until it backed out this week. | Warner says Netflix is safer. Shareholders get to decide, and some are already saying they'll ignore the board's advice and take the $30 cash. | This fight isn't over. | Key points: | Paramount offered $30/share ($108B total) for all of Warner Bros Warner's board rejected it, sticking with Netflix's $82.7B deal Shareholder vote is coming
| You're on the Warner Bros Board. What do you do? | |
| |
| | |
| | | | | Pre-IPO Rewards Yield Play | Banks run the same play across a $500B+ rewards and cashback ecosystem: issue points, devalue them quietly, keep the spread. Consumers get perks. Banks book the yield.
AMARA turns that model into an investable opportunity. Members earn premium points, redeem them normally, or convert them into EMBR – a liquid rewards asset built on the same underlying receivable economics banks profit from.
For the first time, retail investors can access the upside of a system that's been closed off for 40 years.
Tap into the rewards arbitrage | *Disclaimer: This is a paid advertisement for AMARA Reward's Regulation CF offering. Please read the offering circular at https://invest.amararewards.com/. |
| |
| | |
| | | | | | Amazon & OpenAI Deal | | Amazon talks about throwing $10 billion at OpenAI. | But wait. There's a catch. OpenAI would use that money to buy Amazon's Trainium chips and cloud services. So Amazon hands over $10 billion, OpenAI hands it right back for computing power. | Some call this circular financing. Others say it's just how things work now when you need that much computing power. | OpenAI already committed to spend $38 billion with Amazon over seven years. This new deal would push their valuation past $500 billion. | The real winner here? Amazon's chip business. They're trying to compete with Nvidia, and landing OpenAI as a customer is huge. | Key points: | |
| |
| | |
| | | | | | Trump Media's Wild Pivot | | President Trump's media company just announced something nobody saw coming. They're merging with a nuclear fusion company. | TAE Technologies has been around since 1998, working on fusion energy. Now they're joining up with Truth Social in a $6 billion all-stock deal. Each side gets about half the combined company. | $DJT jumped 33% on the news. That's after falling 69% this year. | The pitch? Fusion power for AI data centers. These facilities need massive amounts of energy, and fusion could provide clean energy. But TAE hasn't built a single power plant. | Devin Nunes says they'll "quickly seek approvals" to build the first utility-scale plant. We'll see. | Key points: | $6B merger with fusion company TAE Technologies Combined company aims to power AI data centers First power plant still in planning stages
|
| |
| | |
| | | | | Legendary Investor says "Buy this "AI Stock" Now! | This company specializes in the service needed to address AI's unprecedented energy needs. With billions in secured government contracts and a near monopoly in this field, it's poised to play a critical role as AI continues to expand. | I've compiled all the details in my latest report | *ad |
| |
| | |
| | | | | | Micron Just Crushed It | | Look at Micron's $MU earnings. Revenue: $13.6 billion. EPS $4.78 vs expectations of $3.95. | Next quarter, they're guiding to $18.7 billion in revenue. Analysts expected $14.2 billion. | Why? AI memory chips. Specifically high-bandwidth memory that sits next to AI processors. Micron says they're completely sold out through 2026. | $MU jumped 10%. Memory chip makers like SK Hynix and Samsung suddenly have a real problem, Micron is executing better and faster. | Key points: | Q1 revenue $13.6B, up 57% YoY Q2 guidance $18.7B vs $14.2B expected High-bandwidth memory (HBM) sold out through 2026 $MU up 168% for the year
|
| |
| | |
| | | | | | Tesla Hits Record High | | Tesla stock closed at $489.88 this week. That's a new all-time high. | Here's the weird part. Car sales are down. Way down. November sales hit a four-year low. In Europe, sales are falling. In the U.S., Tesla's cheaper models are just eating into sales of their pricier ones. | So why is $TSLA ( ▲ 3.45% ) up? Robotaxis. | Elon Musk announced Tesla is testing fully driverless cars in Austin. No safety driver. No one in the front seat. Just the car driving itself around town. | Investors are betting Tesla becomes a software and AI company, not a car company. That's a bet on the future, not the present. Tesla trades at 318 times earnings. | Key points: | $TSLA hit $489.88, all-time high U.S. sales down to four-year low in November Testing FSD robotaxis in Austin Market cap $1.55 trillion
| Tesla at All-Time Highs with sales dropping. What is $TSLA? | |
| |
| | |
| | | | | Musk & Huang Just Sparked a New Intelligence Boom | Elon Musk and Jensen Huang agree: the world is shifting into the intelligence age, powered by AI factories, robotics, and accelerated compute. The first 500MW AI center is already underway—and one company sits directly in the blast zone of this multi-trillion-dollar boom. | See why early investors are rushing in. | *ad |
| |
| | |
| | | | | | Time Names AI Builders | | Time magazine named the "Architects of AI" as 2025 Person of the Year. | The covers show tech leaders—Sam Altman, Jensen Huang, Elon Musk, Mark Zuckerberg, Lisa Su, and others.
Jensen Huang is leading the list. | | ❝ | | | "You're taking over the world, Jensen." | | | | President Donald Trump |
|
| Time says this is the year AI stopped being about the future and became the present. | It's in schools, offices, and medical research. The technology's improving so fast that its capabilities double nearly twice a year. | But Time didn't ignore the tradeoffs. The energy drain. The job losses. The misinformation. The concentration of power among a few billionaires who collectively hold $870 billion in wealth. | Key points: | Eight leaders featured, including Altman, Huang, Musk, Zuckerberg Time says AI capabilities now double twice yearly Recognition of both benefits and risks Third tech-focused Person of Year
|
| |
| | |
| | | | | | OpenAI IPO Coming? | | OpenAI might go public. Maybe in 2026. Or 2027. Nobody really knows. | OpenAI is in talks to raise $100 billion at a $750 billion valuation. That would be a 50% jump from their October valuation of $500 billion. | CEO Sam Altman has said an IPO is "the most likely path" given how much money they need. CFO Sarah Friar told people the target is 2027, but advisers think it could happen sooner. | They're spending more than they make—$7.8 billion spent in the first half of 2025 against $4.3 billion in revenue. | If this IPO happens at $1 trillion, it would be the largest in history. | Key points: | Talks for $100B raise at $750B valuation Potential IPO filing second half 2026 or 2027 Company still unprofitable
|
| |
| | |
| | Other Market Moves | Gold futures settled near all-time highs this week, peaks near $4,380. Investors buying safe havens when markets feel uncertain. | Bitcoin fell 3.1% to $85,806. | The big economic news? Inflation came in lower than expected. November CPI hit 2.7%, below the 3.1% forecast and down from 3.0% in September. That's the lowest since July. | The Fed's rate cuts seem to be working. They've cut rates three times since September, 25 basis points each time. Lower inflation gives them room to keep cutting if they want to. | Quick hits: | Gold hits all-time highs, up 1.2% Bitcoin down 3.1% to $85,806 CPI at 2.7%, well below 3.1% forecast Lowest inflation since July 2025
| | The Bottom Line | That's the week. | Hollywood fights, AI deals, fusion mergers, and markets trying to figure out what comes next. | The AI boom is real. Micron's sold out, valuations are insane, and Time just put the whole industry on its cover. | Markets are making big moves. Question is: are you? | | | | | Right now, where's your attention most focused? | |
| |
| | |
| Disclaimer: This analysis is for educational purposes only and should not be considered investment advice. Always do your own research before making investment decisions.
Items marked with an asterisk (*) are promotional and help support this newsletter at no cost to readers. |
|
Tidak ada komentar:
Posting Komentar