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2026-01-27
As subscriber growth slows and platform scale gradually approaches a ceiling, Netflix’s operational focus is shifting away from user expansion toward enhancing ARPU (subscriber base × average revenue per user) and rebuilding its content pricing power. This article focuses on the growth constraints currently facing Netflix and argues that, compared with advertising and AI monetization—both of which still carry unproven outcomes—acquiring globally recognizable, long-lived IP through M&A and extending its cross-media monetization lifecycle may represent a more certain strategic path. The article further analyzes Netflix’s proposed acquisition of Warner Bros. Discovery, highlighting the structural advantages of IP portfolios. At the same time, it examines the key uncertainties surrounding the transaction, including highly leveraged financing, subscriber overlap, and regulatory scrutiny.
# Stocks
# Fundamental Analysis
# USA
# Editor's Pick
# News
2026-01-26
This month, revisions across the three major agencies’ monthly reports were limited. OPEC maintained its existing supply and demand growth forecasts, while both the EIA and IEA made modest upward revisions to demand and supply growth. However, given the limited adjustment in the overall supply–demand structure, the short-term oil price outlook still lacks a clear directional signal. Meanwhile, U.S. crude oil and refined product inventories continued to rise in tandem, indicating weak end-user demand momentum. As a result, near-term fundamentals continue to exert downward pressure on oil prices, although geopolitical risks and supply disruptions in certain regions provided intermittent upside support.
# Financial Products
# Investment Analysis
# fiisual lab
Oil prices have been highly volatile over the past two weeks, with fluctuations in the geopolitical risk premium related to Iran dominating price movements. Going forward, whether nuclear negotiations between the United States and Iran can reach a consensus—or instead escalate into military confrontation—will remain a key focus for the market. Meanwhile, crude oil and distillate inventories declined more than expected, likely due to temporary production disruptions and demand shifts caused by recent winter storms. Upcoming data releases will be closely watched to determine whether end-user demand is undergoing a directional change.
2026-01-12
Overall, over the past two weeks, refined product inventories have continued to build, signaling weak end-user demand. However, crude oil inventories declined by more than market expectations, providing support to crude prices. Venezuela’s limited market share means that any potential increase or loss of supply has only a marginal impact on global crude supply expectations. Meanwhile, OPEC+’s extension of its pause on production increases, together with geopolitical risks involving Russia–Ukraine and Iran, has slightly eased concerns over supply growth and contributed to higher oil prices.
2026-01-08
At CES 2026, NVIDIA CEO unveiled the company’s latest AI strategy, highlighting six core themes shaping its roadmap: AI as the next foundational computing platform, the rapid adoption of open-source models driving long-term industry growth, agentic AI tools evolving into autonomous systems with rising demand, Physical AI bridging the digital and real worlds, Alpamayo as an explainable end-to-end autonomous driving solution, and robotics emerging as the next major wave in the AI industry.
# Manufacturing Industry
2026-01-06
As the AI industry transitions from a phase of rapid infrastructure buildout to one of mature applications, the demand for computing power on the inference side is expected to become a key growth driver for the next stage of large-scale AI commercialization. In this context, the general-purpose flexibility of GPUs and the efficiency advantage of ASICs are likely to create direct competition in the inference market, which could impact NVIDIA’s future revenue growth and market share. This article introduces NVIDIA’s planned $20 billion “quasi-acquisition” of Groq’s LPU inference technology through a licensing deal. It analyzes the motivation behind the transaction, the anticipated outcomes post-acquisition, potential technical risks, the feasibility of execution as currently planned, and the possible market implications if the deal goes through.
2025-12-30
Since 2019, TikTok has drawn heightened scrutiny from the U.S. government over its alleged deletion or suppression of content related to politically sensitive topics in China. During President Trump’s first term, TikTok was officially labeled a national security concern. Although its current advertising revenue still significantly lags behind that of Meta, TikTok’s younger user base, higher engagement, and longer average usage time have created real competitive pressure on incumbent platforms like those under Meta. This article outlines the full timeline of U.S. actions against TikTok, and details the current agreement, which involves a dual-entity operational structure and licensed use of its recommendation algorithm.
# China
2025-12-29
Over the past two weeks, the short-lived uptick in oil prices was mainly driven by a geopolitical risk premium. However, the medium- to long-term outlook is still shaped by structural factors—relatively ample global crude supply (U.S. production staying high, non-OPEC supply growth) and only moderate demand growth—both of which cap upside potential. Absent a major supply disruption or additional OPEC+ tightening, crude is likely to stay range-bound with limited volatility. A sustained rebound would require either a clear improvement in demand or more concrete, persistent signs of supply contraction.
2025-12-15
LINE Pay Taiwan, leveraging the massive user base of the LINE messaging app, has gradually built a comprehensive ecosystem that spans payments, marketing, and financial services. This article provides a brief overview of LINE Pay’s development journey, breaks down its two major business models—B2B2C and B2B—and examines the changes following the end of its partnership with iPASS Money. As Taiwan’s cashless payment market continues to grow, the article also analyzes future market trends and compares LINE Pay’s strengths and weaknesses against competitors like JKOPay and PX Pay Plus.
# Taiwan
# Japan
Adjustments in this month’s reports from the three major agencies were limited. Both the EIA and OPEC largely maintained their existing supply–demand assessments. The IEA, by contrast, further revised demand upward and supply downward, leading to a modest narrowing of the projected supply–demand gap, though not enough to alter the market’s dominant narrative. At the same time, U.S. refined product inventories continued to rise, indicating that end-user demand momentum remains weak. As a result, near-term fundamentals continue to weigh on oil prices, and the oil market overall retains a structurally soft bias.
