great analysis but the valuation part may need consider the fact that Disney has paid 8.6 bil for comcast 33% stake in hulu, this means Disney gave hulu valuation of 26bil, also dont forget comcast is claiming additional 5bil from Disney, if comcast succeed, that gave hulu 41bil valuation, if you value the hulu live TV portion by revenue generated which is around 42% of hulu 2023 total revenue, this suggest hulu live TV operation valuation is around 13bil to 20bil, this is before the dilution, 30% would be around 4bil to 6bil, even lower than the 8.6bil what disney has paid for comcast 33% but given fubo condition prior the deal, this "4bil to 6bil settlement" is a win win situation for all parties.

$Rocket Lab USA, Inc.(RKLB)$ Clear road ahead for the next four years 😎

$Palantir Technologies Inc.(PLTR)$ unstoppable 

Happy to receive the badge, will share more if there is more likes and followers 😀 

The market has repaired itself from the war fear sell off and positioned itself to be ready for fomc, the stance now is more neutral (before today earnings) indicated that the market is not worry much about the recent economic, or has priced in the data, tomorrow fomc should give the market a decisive move, either for a new high or a lower high at daily chart, vix is holding around 15, interest yield is around 4.7 indicate the market is still optimistic, if not solid good news from fomc, expect market to retest the weekly low.

Looking at the trend developed since the war fear took place two weeks ago, market has since then built a higher high higher low across timeframe and index, and is holding its breath at the potential higher low here, the earning impact from amazon and amd should not shake the market much unlikely google and Microsoft last week as the market is in the progress of repairing it from the war fear sell off with the building of higher high higher low, if there is any big movement post market tonight and slip through tomorrow pre opening, I would prefer it be repaired and back choppy zone and wait for fomc for more neutral pre-fomc position, if the gap does not repaired at created another higher high or new lower low, it will put us into a handicapped position for risk and reward for swing a

$Palantir Technologies Inc.(PLTR)$ Next rental income in making

$Nasdaq100 Bull 3X ETF(TQQQ)$ Take a snapshot for before it goes down, it may go down before election, but I'm not reducing my position, it is my virtual land to correct rental from selling call option, if it goes down, time to increase the land size.

$阿斯麦(ASML)$不卖

$阿斯麦(ASML)$听说新高了[害羞] 

$阿斯麦(ASML)$[微笑]