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| Curtain Up On Cash Flow: Here's How To Play A Studio Stock Comeback |
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| The newly merged studio just guided higher, earmarked $1.5B for new programming, and is nudging streaming prices. | That's more content, more revenue per user, and room for analysts to warm up if execution lands. |
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| | Find your customers on Roku this Black Friday | | As with any digital ad campaign, the important thing is to reach streaming audiences who will convert. To that end, Roku's self-service Ads Manager stands ready with powerful segmentation and targeting options. After all, you know your customers, and we know our streaming audience. | Worried it's too late to spin up new Black Friday creative? With Roku Ads Manager, you can easily import and augment existing creative assets from your social channels. We also have AI-assisted upscaling, so every ad is primed for CTV. | Once you've done this, then you can easily set up A/B tests to flight different creative variants and Black Friday offers. If you're a Shopify brand, you can even run shoppable ads directly on-screen so viewers can purchase with just a click of their Roku remote. | Bonus: we're gifting you $5K in ad credits when you spend your first $5K on Roku Ads Manager. Just sign up and use code GET5K. Terms apply. | Use code GET5K now | | | | Virtus Investment Partners | VRTS | | Price: $165.57 | Old-school finance with some unloved-stock vibes. Virtus throws off cash, pays a beefy dividend, and trades cheaper than many asset-manager peers. | The boring levers are the important ones as market levels lift or lower assets under management, and steady investment performance keeps clients from wandering. | The company tightened its financing this year and keeps chipping away at blocking and tackling. | If flows stabilize and markets aren't a headwind, even small AUM tailwinds can move earnings faster than you'd think at these valuations. | Why this matters for you: It's a paid-to-wait setup. You're not chasing it here, but you are collecting income with potential upside if the multiple creeps toward peer territory. |
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| | AppLovin | APP | | Price: $584.86 | The business is humming. We like to see the revenue and profits growing fast, and guidance pushed higher, yet the stock slipped because of an SEC look at its data practices. | The core story is an AI-driven ad engine that helps apps and brands find paying users at scale. | As long as advertisers keep spending and platforms don't move the goalposts, momentum holds. | The wildcard is the probe here. Updates there will likely steer the stock more than quarterly beats, so stay on alert. | Keep an eye on big partner policies, self-serve adoption, and whether spend broadens beyond gaming into retail and streaming. | Why this matters for you: This stock is high growth with a pretty big headline risk. | You're paying for scale, margins, and a big runway, just size it so occasional drama doesn't ruin your week. |
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| | | | Micron | MU | | Price: $244.90 | Memory is the backbone of the AI rush. After a huge year, shares finally cooled, but the backdrop still favors healthier pricing and richer product mix. | That means high-bandwidth memory for data centers and premium DRAM/NAND for laptops and phones, something Micron excels with. | The near-term checkpoint is simple. You want to see clean beats, confident guidance, and disciplined supply. | Longer term, the goal is to smooth out the old boom-bust cycle with better contracts and capacity planning. | If AI servers stay on order and average selling prices behave, cash flow can keep stepping up even if the stock takes breathers. | Why this matters for you: It's a way to play AI demand without guessing which app wins. Expect normal pit stops; the destination still looks solid. |
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| | NVIDIA | NVDA | | Price: $193.80 | A large holder cashed out (Softbank), headlines flickered, and the business kept doing what it does, powering most of modern AI. | This is a behemoth of a company, and one you want to hold on to long term. | From training in giant data centers to inference at scale, the stack (silicon plus software) keeps customers locked in while the ecosystem expands. | Growth will slow someday from blistering to brisk, and competitors are trying, but near-term demand from ever-larger models and new data-center builds still supports hefty order books. | Why this matters for you: It's the platform play in AI. | If you own it, patience beats tinkering, and if you don't, remember even great names take breathers that create better entry points. Don't rush in with the crowd if you can hold off. |
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| | Paramount Skydance | PSKY | | Price: $15.59 | First big report post-merger, first real pop. Management is planning a heavier slate next year and sliding through modest streaming price increases. | The mix is cleaner with premium shows, sports muscle (hello, UFC), and a library that can be recycled across platforms. | The street is still mostly in wait-and-see mode, which leaves room for upgrades if subs hold and ads improve. | What matters now: churn after prices rise, new sign-ups tied to tentpoles, and whether that programming budget shows up as watched hours, not write-downs. | If the pipeline clicks, margin math gets friendlier and the re-rating case builds. | Why this matters for you: It's a back-to-fundamentals content play—more watch time and a slightly higher bill can compound without needing a blockbuster every quarter. |
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| | Poll: What's the hardest part about saving money? | |
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| | Stat of the Day — 1.5% Increase | U.S. home prices rose just 1.5% over the last year, the slowest rate in more than two years. | Nine cities in the Case-Shiller 20 now show negative one-year returns, and with roughly 500,000 more sellers than buyers, that list could grow. | Translation: affordability is still tight, but the heat is coming out of the market. |
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| Best Regards,
—Noah Zelvis
Everyday Alpha |
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