Netflix's post earnings pop (0:45). Next week looms large in earnings (2:00) Contextualizing recent AI news (4:00). Upcoming Fed meeting will be a snooze (5:30). Pace of activity under Trump will be interesting to watch (12:50).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Netflix Q4 2024 Earnings Call Transcript
The Return Of The AI Trade
AI Project Stargate A Go
Pfizer: One Of The Next Big AI Winners

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