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Takeaways: The urgency around acquiring gaming content has accelerated after Microsoft (MSFT-ATVI) and Take Two (TTWO-ZNGA) mega-deals. Expect more gaming M&A over the next year. Joe Rogan and Neil Young/Joni Mitchell is the latest in a string of disputes on…

Gene and Doug share their thoughts on: Last week’s earning reports from MSFT, AAPL and TSLA. The takeaway is that the bar remains high for Big Tech. A preview of upcoming earning calls from GOOGL (Feb. 1), FB (Feb. 2),…

I’ve seen a lot of Apple quarters. So many that the countless impressive ones blur together. I’m trying to guard against recency bias but I still believe this one was memorable. Not just because the December quarter and March outlook…

Gene and Andrew discuss Apple’s results, which given the overall environment are memorable even by Apple quarter standards. Bottom line: Apple’s December quarter and March outlook are impressive on all metrics. We should not be surprised. When you build the…

Gene and Doug have different perspectives on how the Tesla story will play out over the next decade.

Takeaways: The Tesla insurance card can now be added to Apple Wallet. The seemingly insignificant integration speaks to the fact that many Tesla owners are also iPhone owners. No surprises here, don’t expect any more software tie-ins between the companies…

Takeaways: Volatility continued in the markets in anticipation of the upcoming Fed commentary on Jan. 26. The Fed can make this easy for investors on Wednesday by removing the uncertainty around timing and slope of upcoming rate increases. All in, we…

Peloton reported preliminary December results, essentially in line with expectations. Takeaways: Peloton’s customer loyalty improved QOQ and the company continues to have some of the highest subscriptions in the industry. Peloton introduced cost cutting measures which begs the question about…

Takeaways: Netflix missed their guidance for December and guided March sub adds down by 64%. While it’s common for Netflix to guide below the Street, the magnitude of the guide down is greater than typical. Netflix is now trading at…

Takeaways: NASDAQ entered into correction territory, down 10% from its highs. The team at Loup thinks this is not over — however, we’re closer to the end than to the beginning. What’s most important is finding great companies at attractive…

Takeaways: Microsoft announces its largest acquisition yet: Activision for $68.7B ($95/share) — in an all cash deal. The sheer size of this transaction underscores the adage that content is king is stronger than ever. Given the significance of gaming in…

Gene and Doug discuss Crypto.com’s $15M hack, Apple’s long-term take rate and recent tech price increases. Takeaways: Even though Crypto.com got hacked, there’s still a lot of value in a centralized exchange. Apple’s App Store is in the news again.…