TOGETHER WITH

Hey there weekday warrior. Here’s what’s on tap today… Netflix is bringing straight cash to the table, Lululemon forgot what clothes are supposed to do, and Marc Benioff is actually terrified of AI.

Enjoy the next 3 minutes and 40 seconds of blue-chip news and commentary.

Keep on snapping necks and cashing checks,

– tyler

Wake up, babe, new episode of the Netflix $NFLX ( ▲ 2.66% ) vs. Paramount $PSKY ( ▼ 1.61% ) miniseries just dropped.

The team that cucked Blockbuster in the early aughts came back to the negotiating table yesterday and offered up a “new deal“ that’d confuse the h*ll out of FDR…

Netflix will offer Warner Bros. $WBD ( ▲ 0.8% ) $72B in (literally) straight cash, homie. That replaces their previous cash-and-stock offer.

Why, sweeten the offer, you ask? Because Paramount’s David Ellison has been calling shenanigans on the “stock” portion of the cash and stock offer during his sad, pathetic, desperate campaign to convince WBD he’s the one.

WBD eagerly accepted that new offer (duh) and hopes to speed up its shareholder vote (read: Davey Paramount’s last hope).

So you had a bad day…

Warner Bros. also took the opportunity to share financials for the cable business it plans to spin off. Why? Well, those previously unreleased projections have been cited as the grounds for Para’s proxy fight and lawsuit.

On the next episode of Paramount v. Netflix, David Ellison calls his dad, probably.

But Netflix didn’t stop there…

After the close yesterday, Netflix reported a narrow beat on the top and bottom line expectations and said it now has 325M global paid subscribers.

Q4 revenue rose 18% YoY, with help from its ad-supported membership tier (for poors only). 2025 ad revenue grew more than 2.5x from 2024.

Some investors still don’t realize how early The Motley Fool spotted some of today’s biggest winners.

Their Nvidia recommendation from 2005 is up 75,710% to-date, and their Tesla recommendation from 2012 is up 18,231% to-date. These weren’t lucky guesses. They’re part of the same research process powering Stock Advisor, the service over half a million paying members rely on for smarter, long-term investing guidance.

Right now, you can get 50% off a full year of Stock Advisor and see exactly which stocks their analysts are recommending today. If you’ve ever wondered how top-performing investors do their research, this could be one of the simplest ways to start.

You don’t need to predict the next Nvidia. You just need a proven strategy that helps you spot great companies before everyone else does.

+ Good news if you liquidated your 401k to go all in on “the US will acquire Greenland before July 2026” via prediction markets…

US stonks got rekt (the S&P 500 fell 2%) on the first trading day since Donny Politics sparked fears of a European trade war over the weekend (see: hostile takeover of Greenland).

Ahead of his arrival in Davos, POTUS said, “You’ll find out” when asked about how far he’d go to acquire the Arctic island.

Oh, and it certainly didn’t help that Denmark’s pension operator AkademikerPension said it would unload its US Treasurys, citing the fact that it’s a baby back b*tch America’s financial situation.

+ It’s a feature, not a bug…

Lululemon Athletica $LULU ( ▲ 0.78% ) had to halt sales of its new workout line yesterday, because apparently they learned nothing from “See-Through Gate” in 2013 (no word on if they plan to blame women’s bodies for the defect this time around). Turns out the “Get Low” clothing line (yes, that’s really the name) had an issue that only one gender was complaining about…

The new “Get Low” leggings were reportedly quite see-through while wearers were… getting low (think: bending over and squatting). In case you’ve been living under a rock/converted to alo, Lulu is a sh*tshow at the moment. They’re dealing with a proxy fight, pressure from activist investor Elliot Management, and trying to find their next CEO.

Shares (obviously) got real low on the news.

+ Agentforce would never.

Salesforce $CRM ( ▲ 4.08% ) CEO Marc Benioff went on CNBC and slammed AI yesterday. Marcy Marc wants more regulation of chatbots as cases of suicides linked to AI stack up: “This year, you really saw something pretty horrific, which is these AI models became suicide coaches.”

To be fair, at Davos in 2018, Marc was saying roughly the same thing about social media overuse creating addictive health issues for people… and obviously, everything turned out fine with that.

+ “Haters gonna hate.” - Xi Jinping

Dario Amodei, CEO of Anthropic, said that US chipmakers, including Nvidia, $NVDA ( ▲ 0.68% ) shouldn’t be selling their advanced AI chips to China. The creator of the robot that’s absolutely going to have you filing for unemployment within the next year (see: Claude) warned that selling Nvidia’s H200 chips to the People’s Republic is akin to “selling nuclear weapons to North Korea.”

> Binance says ‘wait and see’ on reentering the U.S. Ripple’s CEO thinks it’s happening (CNBC) // So will they or won’t they?

> Treasury Secretary Scott Bessent Turns Up the Heat on Fed’s Jerome Powell (WSJ) // Add it to the White House UFC card.

Turns out some of you still haven’t completed this 5-minute survey that will help make your TWC experience even better in 2026.

And if my guilt trip doesn’t work… friendly reminder that one lucky (random) survey participant will win $500 in straight cash homie just for getting to the end.

Yesterday, I asked, “What's the Super Bowl gonna look like?”

64.6% of you think, “Patriots v Seahawks.”

Here’s what some of you guys had to say…

Here’s today’s question(s)…

+ US stocks “got clobbered on Tuesday in Wall Street's worst day since October, returning to the kind of tariff-fueled routs that plagued markets last spring after President Trump reignited trade-war tensions with Europe over his ambitions to take control of Greenland.” (Yahoo! Finance)

+ The 10-year yield “jumped Tuesday as investors weighed renewed tariff threats from Washington that revived fears of a trade war with Europe and spurred a flight from U.S. assets.” (CNBC)

+ Oil “rose on Tuesday after better-than-expected economic growth data from China lifted demand optimism, with markets also watching President Donald Trump’s threats of increased U.S. tariffs on European nations over his desire to buy Greenland.” (Reuters)

+ Bitcoin “dipped on Tuesday, extending recent losses as concerns over U.S. demands for Greenland saw traders steer clear of speculative assets.” (Investing.com)

+ The “smart” money (prediction markets) gives Kanye a 74% chance of releasing a new album in 2026. (Polymarket)

⏪ Yesterday…

+ 3M, DR Horton, U.S. Bancorp, and Fastenal reported before the bell

+ Netflix, Interactive Brokers, and United Airlines reported after the bell

+ Walmart was officially added to the Nasdaq 100 at the beginning of the trading day

⏩ Today we’re keeping an eye on…

+ Johnson & Johnson, Charles Schwab, Prologis, Ally Financial, The Travelers Companies, and Halliburton report before the opening bell

+ Kinder Morgan drops earnings after hours

+ The Supreme Court will hear oral arguments on President Trump's efforts to fire Fed Governor Lisa Cook

Oh, and one more thing…

Sent from my Amazon Fire Phone. Please excuse any mistakes and typos.

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This is not financial advice. Nothing in this newsletter is an investment recommendation. All content is created for entertainment, educational, or informational purposes only. Do your own research, or do yourself a favor and hire a professional.