Boxing's PPV era ended; Netflix owns the streaming era and converts marquee fights into subscribers.
Take-Two's moat is misunderstood; durable creative business undervalued vs AI-hype layoff narratives, GTA 6 lands Nov 19
If robots are sold as a service, recurring-revenue robotics platforms re-rate while pure capex hardware sellers fade.
Co-packaged optics is the binding AI interconnect bottleneck, and the vertical optics supplier captures the spend.