# tmt (blogs) — RSS Amplifier Recent posts from the 4 feeds in the RSS Amplifier directory that cover tmt. Page: Feed: --- ## [How Much Lower Can AppLovin Fall?](https://www.accruedint.com/p/how-much-lower-can-applovin-stock-fall) _2026-08-20 · Accrued Interest (Simeon M.) · Accrued Interest_ If you own $APP, or you're eyeing the dip, let's talk valuation. Here's my downside case. ## [How Wall Street Misread Netflix ($NFLX): My Talk with Tim Rowe on the State of Streaming Podcast](https://www.accruedint.com/p/how-wall-street-misread-netflix-nflx) _2026-08-20 · Accrued Interest (Simeon M.) · Accrued Interest_ YouTube ($GOOGL) is the only company in Netflix's weight class. Plus: what Fox ($FOXA) buying Roku ($ROKU) really does to your home screen. ## [Accrued Interest Institutional Is Now Open to New Clients](https://www.accruedint.com/p/accrued-interest-institutional-open-to-new-clients) _2026-08-18 · Accrued Interest (Simeon M.) · Accrued Interest_ Accrued Interest Institutional offers bespoke, project-based research for funds, firms, and investors in tech, media, and telecom. No set scope, no set price. ## [Accrued Interest Weekly Cypher: Aug 16, 2026](https://www.accruedint.com/p/weekly-cypher-reddit-sp-500-applovin-duolingo) _2026-08-16 · Accrued Interest (Simeon M.) · Accrued Interest_ Week-in-Review: Reddit Joins S&P, Updates on AppLovin and Duolingo, and my new TMT Multiple Tracker for Subs ## [TMT Market report #198](https://mercilesstrader.substack.com/p/tmt-market-report-198) _2026-08-16 · Eric S Lipchus · The Merciless Trade_ Cool CPI Lifts Stocks While Long Yields Bite ## [The TMT Multiple Tracker 8.14.26](https://www.accruedint.com/p/the-tmt-multiple-tracker-august-14-2026) _2026-08-14 · Accrued Interest (Simeon M.) · Accrued Interest_ Tech and media stock valuations, EPS revisions, and P/E changes. Week of August 14, 2026. ## [Duolingo Q2-26: Growing Users, Not Money](https://www.accruedint.com/p/duolingo-duol-q2-2026-earnings-bookings-paid-subscribers) _2026-08-13 · Accrued Interest (Simeon M.) · Accrued Interest_ Most of my bear case played out. Here is why I am upgrading anyway. ## [AppLovin Q2-26: I Got This One Wrong](https://www.accruedint.com/p/applovin-q2-2026-why-app-stock-fell) _2026-08-10 · Accrued Interest (Simeon M.) · Accrued Interest_ 5 reasons the market stopped paying up, and why I do not expect a re-rate before 2027. ## [TMT Market Report #197](https://mercilesstrader.substack.com/p/tmt-market-report-197) _2026-08-09 · Eric S Lipchus · The Merciless Trade_ Weak Jobs, Record Highs, CPI Next ## [Reddit Has a Landlord, and His Name Is Google](https://www.accruedint.com/p/reddit-stock-sell-rddt-q2-earnings) _2026-08-05 · Accrued Interest (Simeon M.) · Accrued Interest_ Reddit crushed Q2 earnings and the stock fell 21%. Here's what the market saw that the bulls didn't. ## [Open directory of blogs (Sponsored)](https://crawlproof.com/a/IkixDr429qeE) _2026-08-05 · **Sponsored**_ Drop URLs or OPML — get per-blog pages plus machine-readable JSON, OPML, text ## [Accrued Interest Weekly Cypher: August 3, 2026](https://www.accruedint.com/p/accrued-interest-weekly-cypher-august) _2026-08-03 · Accrued Interest (Simeon M.) · Accrued Interest_ Week-in-Review: Netflix Is Quietly Out-Growing YouTube, Universal Is the "NOT-Disney" Option, and the Reddit Bulls Get a Reality Check ## [TMT Market Report #196](https://mercilesstrader.substack.com/p/tmt-market-report-196) _2026-08-02 · Eric S Lipchus · The Merciless Trade_ Earnings Hold the Line as the Yield Curve Steepens ## [Will Netflix Buy NBCUniversal? The Numbers Say Yes, But Not Until 2029](https://www.accruedint.com/p/will-netflix-buy-nbcuniversal) _2026-07-29 · Accrued Interest (Simeon M.) · Accrued Interest_ Comcast’s Q2-26 numbers say NBCUniversal is a theme park company with a studio attached ## [3 Ways Google's Q2-26 YouTube Results Show Netflix Is Stronger Than You Think](https://www.accruedint.com/p/youtube-vs-netflix-revenue-q2-2026) _2026-07-27 · Accrued Interest (Simeon M.) · Accrued Interest_ Alphabet's Q2-26 earnings put YouTube ad revenue at $11.1B growing 12.9%. Netflix grew 13.4%. A side-by-side look at growth, monetization, and scale. ## [Accrued Interest Weekly Cypher: July 26, 2026](https://www.accruedint.com/p/accrued-interest-weekly-cypher-july-e20) _2026-07-26 · Accrued Interest (Simeon M.) · Accrued Interest_ Week-in-Review: Paywall Drops, Paramount Hits Pause, and Everybody Suddenly Hates Google Again ## [TMT Market Report #195](https://mercilesstrader.substack.com/p/tmt-market-report-195) _2026-07-26 · Eric S Lipchus · The Merciless Trade_ Capex, Crude and Higher Yields ## [Nintendo Is Not the Apple of Video Games](https://www.accruedint.com/p/nintendo-is-not-the-apple-of-video) _2026-07-22 · Accrued Interest (Simeon M.) · Accrued Interest_ Attach rates, the installed base ceiling, and the PC gaming migration all say what the stock price doesn't: this hardware company does not deserve a software multiple. ## [TMT Daily Focus List: Weekly Watchlist (July 20th-July 24th, 2026)](https://mercilesstrader.substack.com/p/tmt-daily-focus-list-weekly-watchlist-26a) _2026-07-20 · Eric S Lipchus · The Merciless Trade_ Weekly Watchlist Report ## [TMT Market Report #194](https://mercilesstrader.substack.com/p/tmt-market-report-194) _2026-07-19 · Eric S Lipchus · The Merciless Trade_ Balancing Risk: Markets Enter a Critical Week ## [Accrued Interest Weekly Cypher: July 19, 2026](https://www.accruedint.com/p/accrued-interest-weekly-cypher-july-346) _2026-07-19 · Accrued Interest (Simeon M.) · Accrued Interest_ Week-in-Review: $PSKY, $WBD, $NFLX and Wed's surprise stock ## [International money transfers (Sponsored)](https://crawlproof.com/a/4IP6zM6bXTTA) _2026-07-19 · **Sponsored**_ Send money to other countries and manage multi‑currency balances online. ## [The Netflix Engagement Panic Is Wrong: Q2-26 Earnings Review](https://www.accruedint.com/p/the-netflix-engagement-panic-is-wrong) _2026-07-17 · Accrued Interest (Simeon M.) · Accrued Interest_ What the NFLX engagement doomers, the FCF headlines, and the price-target cuts all get wrong. ## [The Math Behind the Merger: Why the States’ Case Against PSKY + WBD Is Winnable ($PSKY, $WBD)](https://www.accruedint.com/p/the-math-behind-the-merger-why-the) _2026-07-15 · Accrued Interest (Simeon M.) · Accrued Interest_ The states aren’t arguing politics. They’re arguing about math. ## [TMT Daily Focus List: Weekly Watchlist (July 13th-July 17th, 2026)](https://mercilesstrader.substack.com/p/tmt-daily-focus-list-weekly-watchlist-5d7) _2026-07-13 · Eric S Lipchus · The Merciless Trade_ Weekly Watchlist Report ## [Accrued Interest Weekly Cypher: July 12, 2026](https://www.accruedint.com/p/accrued-interest-weekly-cypher-july) _2026-07-12 · Accrued Interest (Simeon M.) · Accrued Interest_ Meta's +15% Week and Why Netflix Isn't Panicking ## [TMT Market Report #193](https://mercilesstrader.substack.com/p/tmt-market-report-193) _2026-07-12 · Eric S Lipchus · The Merciless Trade_ Leadership Remains Steady as Risks Change ## [Why Fox and Telemundo Don't Mind That the USA and Mexico Are Out](https://www.accruedint.com/p/why-fox-and-telemundo-dont-mind-that) _2026-07-10 · Accrued Interest (Simeon M.) · Accrued Interest_ What pricing Spanish-language soccer ads taught me about the World Cup's real business. ## [The Pitch-Mas Shorts Went 6-for-6: My H1 2026 Scorecard (Pt.1)](https://www.accruedint.com/p/the-pitch-mas-shorts-went-6-for-6) _2026-07-08 · Accrued Interest (Simeon M.) · Accrued Interest_ Accrued Interest is the #1 short-selling newsletter for value investors. The S&P 500 rallied +9.51% in the first half of 2026; my six December shorts declined an average of -29.43%. ## [The Next Era of Accrued Interest Starts Today](https://www.accruedint.com/p/the-next-era-of-accrued-interest) _2026-07-06 · Accrued Interest (Simeon M.) · Accrued Interest_ For my day ones, founding pricing is locked in the moment you pledge ## [TMT Daily Focus List: Weekly Watchlist (July 6th-July 10th, 2026)](https://mercilesstrader.substack.com/p/tmt-daily-focus-list-weekly-watchlist-2f3) _2026-07-06 · Eric S Lipchus · The Merciless Trade_ Weekly Watchlist Report - ## [TMT Market Report #192](https://mercilesstrader.substack.com/p/tmt-market-report-192) _2026-07-05 · Eric S Lipchus · The Merciless Trade_ The Dow broke out while tech broke down, exposing the rotation beneath the rally. ## [Screen Share With Real Control (Sponsored)](https://crawlproof.com/a/GxtyTdBaBFic) _2026-07-05 · **Sponsored**_ Collaborative screen sharing with simultaneous remote control — open source, like Screenhero. ## [The Release Valve on the CapEx Bill: What Meta’s Compute Plan Actually Signals](https://www.accruedint.com/p/the-release-valve-on-the-capex-bill) _2026-07-01 · Accrued Interest (Simeon M.) · Accrued Interest_ A hedge on the biggest infrastructure bet in the company’s history. ## [Comcast Says the Quiet Part Out Loud](https://www.accruedint.com/p/comcast-says-the-quiet-part-out-loud) _2026-06-30 · Accrued Interest (Simeon M.) · Accrued Interest_ Comcast is spinning off NBCUniversal and Sky — my first take on the biggest TMT breakup in years. ## [Fox + Roku Part 3: The 11x FCF Chokepoint](https://www.accruedint.com/p/fox-roku-part-3-the-11x-fcf-chokepoint) _2026-06-26 · Accrued Interest (Simeon M.) · Accrued Interest_ Part Three of an Accrued Interest Deep Dive on Roku’s Valuation