4 Reports

AAPL

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SIRI: The Satellite Empire Under Siege – Can Sirius XM Survive the Streaming Wars?

Sirius XM is a cash-generating machine trapped in a millennial's nightmare - stuck between aging Boomers and Tesla-driving Gen-Z'ers who think satellite radio is as outdated as cable TV. Trading at 7.7x EV/EBITDA while Spotify commands 29x, SIRI looks cheap for a reason. But don't count out this wounded warrior just yet.
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Walt Disney Company (DIS) – Navigating Industry Shifts with Iconic IP

Disney (NYSE: DIS) leverages iconic franchises (Marvel, Star Wars, Pixar) across parks, streaming, and consumer products, but faces headwinds from declining linear TV and CEO succession uncertainty. With Disney+ trailing Netflix (170M vs. 240M subscribers), investors should opportunistically buy shares during dips tied to leadership shifts or box-office swings, banking on Disney's lasting IP value.
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Apple’s (AAPL) Tariff Threat: Supplier Risks and Investor Strategies

U.S. President Donald Trump announced a proposed 25% tariff specifically targeting Apple Inc. (NASDAQ: AAPL), applied to all iPhones sold in the U.S. not manufactured domestically. This tariff significantly elevates risks for Apple’s global supply chain and its supplier network, potentially impacting profitability, pricing, and strategic production decisions.