Netflix is showing signs of maturity as growth slows, but is its valuation becoming attractive? SpaceX reported explosive revenue growth, and Elon Musk is projecting a staggering $1 trillion annual revenue run rate by the end of 2027. Travis Hoium, Lou Whiteman, and Jon Quast break down SpaceX’s transformation into an AI powerhouse, the risks of massive data centre investments, and a potential merger with Tesla. Travis Hoium, Lou Whiteman, and Jon Quast discuss Netflix’s slowing growth, streaming advertising opportunities, SpaceX’s AI Transformation, Musk’s trillion-dollar ambitions, AI infrastructure risks, and Tesla — SpaceX merger. Companies discussed: Netflix (NFLX), Apple (AAPL), Alphabet (GOOGL), Disney (DIS), SpaceX (SPCX), Tesla (TSLA), T-Mobile (TMUS), Cloudflare (NET), Amazon (AMZN), Meta Platforms (META), Vertiv (VRT), Nvidia (NVDA). Host — Travis Hoium. Guests — Lou Whiteman, Jon Quast.

Guests: Lou Whiteman,Jon Quast

Published: Sat 24 October 2026