SPOT

panda5303

Agreed. I have inherited an IRA from my mom. She bought 200 APPL shares at $36 in 2019. I inherited the IRA in April 2021 and it did make a decent return for the first year or two. I ended up selling the last of my shares in December 2024. At the same time, I bought 50 SPOT shares and in 6 months I have made a 50% return.

greenpride32

I don't see anything material in your horizon - just a bunch of buzzwords. Where's the revenue generator? iPhone 16 launch was not long ago, and sales disappointed; what big upgrade cycle? AAPL went into video streaming, they are not a leader there. They went into music streaming and thus far have been losing to SPOT. AAPL spends all it's cash on stock buybacks, it isn't doing any big CAPEX spend like MSFT/AMZN/META/GOOGL. While there is nothing wrong with buybacks, it's a sign they don't have big plans for the future - while those other companies are building out next-gen AI infrastructure. I am long AAPL shares, but I have much larger positions in MSFT AMZN NVDA. Just review their financials over past 3 years (really more like 5-7) and you'll see one company stands out or is different than the other 3.

joe4942

I'm still a bit skeptical on SPOT. They don't own most of their content, and requires constant high levels of capex to pay increasingly higher royalties to artists. Constant uphill battle to maintain profitability.

XXXHELLBOY

NFLX and SPOT 1yr chart is just insane

narrowant341

SPOT, DASH, NFLX all have had an insane run this year. Seems like tariffs and recession play for MMs.

banditcleaner2

rather buy SPOT or NFLX then most other stocks tbh. at least they don't have impending tariff risk

d33p7r0ubl3

SPOT with that regard strength

Beneficial-Resist703

Has RBLX had a single red day since liberation day? Same with SPOT and CCJ. Just take a ruler and draw a line, new high everyday

Historical_Air_8997

Everything isn’t overvalued, like another comment showed 8 companies near 5 or 10 year lows (valuation wise). At least 5 of those are actually good companies too. The reason people think everything is overvalued is feelings, they get fomo when a company is popular and pumps but when something “bad” comes up and it drops 40% everyone thinks “omg this company is dead and never coming back”. People should think “is that actually bad for the company long term” if not then the company is now cheap and a good buy. A good example is 2020 crash, 2022 crash, and the Trump crash which had some realllyyyyy good companies down 50%+ and people just kept saying it’s the end of the world. Well I gobbled those mfers up and each time they recovered in like 2-3 months. I got SPOT in 2022 after it dropped 50-70% up 950% on my lowest cost basis (only 750% on the first buy, but proves I doubled down after it dropped more). But at the time it analysts were saying 100% chance of recession and Spotify spent too much on Joe Rogan and people would cancel their subscription- d all this negative news, but all I saw was “70% of revenue comes from subscription when it’s only 30% of listeners” “subscriptions growing double digit members and they’re raising prices” “getting better ad revenue off free users” “cutting costs but still trying to find new growth areas like audio books and podcasts”. Another example is I bought TMDX in like Nov/dec after they got cut in half bc they bought planes to help their whole process but planes cost a lot. Well I was thinking “hey this does kinda hurt short term, but seems bullish long term”. My cost basis was $69 and it’s currently $128. I have many other examples (even bad picks for sure) but the point is all stocks aren’t overvalued but the cheap ones are usually overlooked

dralva

My stupid ass sold a cc on my SPOT shares at 750, dte this Friday

AltMatrixs

HOOD, MSFT, SPOT, NFLX, AVGO all new ATH. Bears hate to see it. Still 0 data to prove tariff have had any affect on consumers or price. I haven't seen a single increase in price near me all year which is wild.

FarrisAT

Have AVGO, SPOT, and NFLX businesses grown 50% so far year to date? Or has the price investors pay grown 50% so far year to date? When do you know if a business’ value has grown or if the price investors pay has grown?

FarrisAT

Have AVGO, SPOT, and NFLX businesses grown 50% so far year to date?

bubbawears

Everytime i see SPOT making a new ATH I'm like "it has to drop someday " but it doesn't

archer525x

I don’t personally hold the stock but I do use the product and have for probably 8+ years, it’s great. The stock trades a little rich for my liking, financials look good tho and a lot of people probably pay a premium for the best music related stock there is. Kinda like Netflix maybe, but even NFLX trades at like a 60 pe while SPOT is almost double, idk

prodigyya

Shift gears for a second here. I sold my SPOT shares last week and it's up. I thought it was the top and I was wrong. Sad face but seriously though, $732 a share for SPOT seems ridiculous to me.

Revolutionary-Owl-79

Made a cool 200 on TSLA, still in SPOT. Glorious day!!!

Sad_Cheesecake9693

I have shares in SPOT because it's a monopoly on music streaming. The valuation is a little too high but I'm hoping they grow into it. My worry is YouTube because anyone paying attention to the podcasting space will know that podcasts are investing more into their YouTube content because it's better for their longterm growth. In the next 2-5 years there'll be a bit of volatility from SPOT's bets on video and audiobooks which could turn sour and hit their stock price but they're not going nowhere, nor is there pricing power.

s0n0r4

I think SPOT valuation is not relevant. Ear me out. This is a matter of a younger app that turned profitable last year. It's great news since it is a strong indicator that network effect is in full force going forward. But the earnings are NOT OPTIMIZED YET Now, you have to believe in its growth potential. Meaning you expect Spotify to keep gaining paid subscriptions and capitalize on them (with new services, price hikes and add revenues). It doesn't need to be crazy high growth either. If you do, then you have to realize that the addressable market is huge and optionality is awesome (wish for Spotify exclusive content personally). And, if the scenario plays out, market cap could very well rise into the trillions like NFLX is aiming at. The extraordinary returns would make the difference between buying at 400 or 500 or 700 irrelevant... Ofc this is risky because uncertain. 1 thing is certain : Spotify will be metamorphosed within 10y. For the better or worse, time will tell

BallNelson

> Also SPOT is the only streaming service with free tier (unlike appl or youtube music). Which means no revenue…

Plane-Isopod-7361

Spot has more potential than Netflix. People use audio lot more time than video (like netflix) I can use spot while driving, chores, gym or even while work. Netflix needs dedicated time and space. Also SPOT is the only streaming service with free tier (unlike appl or youtube music). Also SPOT playlists are much better than other 2. Valuation is a bit high but I think SPOT will catch up. Even NFLX was at 100 PE few years back. Full disclosure: Sold at 650. Will reenter during some market crash

deklined

SPOT. It just keeps going up

callmecrude

I don’t own $SPOT, but they are likely to be a huge benefactor of AI. They own the music space and have a MASSIVE moat in terms of brand recognition and subscriber value. I feel like a broken record saying this, but any company involved in entertainment creation or distribution is going to see huge profitability increases as AI keeps improving over the next decade. We’re on the precipice of near endless music creation and customization without the need to pay artist royalties, and Spotify is positioning themselves to have a near monopoly.

robertncm

hold my SPOT

TruckHorus

Swipping on tinder and “addicted to love” almost finished playing in the background before I realized it. Fuck you MTCH, SPOT :yelling Pepe

FearlessTrader

Why is SPOT’s market cap worth $143bn?????

slimkay

I missed out on tons of SPOT gains by exiting way too damn early (in the 300s) but boy did I make a right call dumping this one shortly after inauguration.

MisterBing18

SPOT too

dinglebarryb0nds

i sort the top 20 or so nasdaq companies on a watchlist by marketcap to help my scalping on NQ. microsoft is back in the NUMBA ONE SPOT. it changes so much between msft apple and nvidia now

Vivid-Scallion-4031

Thinking SPOT comes back to reality this month as well…

Secret-Decision5861

BYDDY (EV future) UBER (autonomous upside) GOOG (overpunished, AI and waymo upside even if search is beat) Meta (massive ads moat because of users and adtech stack) NFLX (room to bundle more value and go upto cable pricing, consumers unlikely to cancel, ads tier as - large backup) SPOT (similar story to Netflix) INDA (emerging market bet; expense ratio is not great but very few India etfs in the US) All that said, 80%+ of my investments are in s&p 500.

FarrisAT

Even good companies have a fair price. Netflix is up 40% YTD with a guidance to 10% revenue growth. What does the market know today it did not back in January? Likewise for SPOT. What does the market know today it didn’t in January? Flight to safety only works when that safety remains.

albino-snowman

gen z portfolio NFLX HOOD SPOT NVDA is absolutely bonkers rn

Far-Requirement9180

SPOT and NFLX for fuk sakes non stop pump this year 

ItalianStallion9069

SPOT 🚀🚀🚀man i love this stock

Samjabr

I still can't believe SPOT - that much money in radio?

iStillLikeD2

I bought SPOT @ $260 on a day some Wall Street analyst downgraded it and put a $240 pt on it, it hasn't stopped going up since crossed $700 today 

Far-Requirement9180

SPOT fucking stellar performance this year ! 

Spiritual-Wave9411

Even if this goes up to $1k, that’s just the furthest that it has to eventually fall…the markets are the perfect discounting mechanism, and SPOT is grossly overvalued at $500 never mind $1k. The market can stay irrational for a long time, but not forever.

kukbajs

I like SPOT, UBS. Waiting on Klarna IPO.

Aretardinvestor

What if Google, AMZN or even Netflix decided they wanted to enter that industry? There are no switching costs to DUOL, what would justify the PE ratio then? And regarding SPOT I wouldn't touch it with a 20ft stick... YT , Amazon and apple music, heck even SoundCloud, are much better, it's just a matter of time the growth story is over.

WorldWide_Wiz

PLTR and SPOT all day...dump your money into it and see it rise.

Xzlk

“SPOT is the GOOG of Audio”, “HIMS is the NFLX of healthcare” dude I’m going to lose my fucking my mind.

Extra-Efficiency9705

ING--sleeper. I'm also in META, SPOT, COST, SPYI and YBTC. I'm up 13% YTD.

robertncm

I all in full port 100% 1 stock at a time , so it's qbts for now . That stock is so volatile , etf x2 qbtx, I will buy on the way up , after a 20% dip , hopefully exit at 10% gain . Build cash , so I can afford another 100 shares of qbts. I follow the trend with options or LETF. I aim to exit as fast as possible. the more I hold, the more I miss another surprise opportunities that likely happen the next day. market is so hot right now, meme stock is roaring . NVDA highly chance a run up Tuesday Wednesday before earning, nvda x2 should be safe before the report release. but after that, it's a coin toss, for example SPOT drop -10% before make it all back, then +10%. Or CRWV drop -10% before making a x2 move this month well, don't let my opinions affect your trade. You strictly focus on LETF, that mean you know it better than me! Good luck! I've only been in the market for more than 1 year , not a veteran, still finding myself a strategy .

Far-Requirement9180

SPOT fucking flying as usual 

Local_Economy

Not really if you have good entries and hold long I have these gains on $GE $SPOT $PLTR $NVDA $CVNA $MSTR … took some profits from all and exited Carvana completely.

ThatOneRedditBro

BIG SPOT. If it breaks here we could be off to the races on OPEX

pineapplekiwipen

I just cancelled my SPOT subscription for apple music so this is a great time to load puts this company is going to the shitter

CandidAssistance4906

grab some NVDA, NFLX, SPOT for the next 5 years & youll thank yourself later

SpiritualZucchini544

Buying SPOT today at $620 a share

dralva

Fuck it! Buying Calls on SPOT.

Acedel

SPOT is down 4% as well today, I'd imagine money is rotating out of these "Tariff proof" stocks into more risk on names that were more exposed to tariffs now that the tariff war is cooling off

Jekyll2003

Can anyone explain why TMUS, netflix, SPOT are down when everything is up?

justwalk1234

Does anyone know what SPOT is crashing? Did something happened?

robertncm

lmak SPOT .

The_DoubleHelix

I am incredibly long NFLX and SPOT. I don’t think they continue at the pace they are at, but strongly feel they will outperform the broader US market over the next 5 years.

dragonilly

NFLX and SPOT are at a different level of account burning lol

Ancient_Sort5820

I love RYCEY so much. Best “european” stock other than ASML and maaaaaayve SPOT.

robertncm

SPOT 666.66

myniqqaAj

SPOT

MI-1040ES

idk why but I was convinced last October that Spotify would collapse this March and very nearly put a fuck load of money into Spotify shorts expiring on March idk if you guys have seen the chart of $SPOT between October 2024 and March 2025 but I am eternally grateful I ended up chickening out

Southern-Hat383

See SPOT run 

potentialPast

SPOT heading for all time highs, its the cheaper NFLX

donjuantomas

Second: beanie babies APPLE BLACKBERRY (see: new film) COMPTON ROI (radio on the internet) SPOT (he we go magic, gonna float the bar bells) *** *** *** Non-DISCLOSURE TECH ADOBE ACROBAT ABC WATER tech (Legacy Companies) Walmart

donjuantomas

[SPOT overall](https://i.imgur.com/E4D4LYd.jpeg) [SPOT (two-option)](https://i.imgur.com/3FpTFfr.jpeg) [SPOT [June 2027]](https://i.imgur.com/hbZRw0w.jpeg) [SPOT [October 2025]](https://i.imgur.com/Lgd233F.jpeg)

Spirit-of-investing

Less and less people going to MCD,SPOT is not USA company,more people using chatGPD and less GOOG,F is only 1 USA company.I know AMZN is also USA but I would say 70% what AMZN sell is from China and if you can wait 1-2 weeks for delivery from China it’s better to buy from Temu or aliexpress or BABA.

Backhandslap88

SPOT is a Europe company you tard. 

potentialPast

Great time to grab SPOT. Would love to see anyone try to apply tariffs to music royalty rights (they are crazy complicated).

Three_of_a_kind3515

SPOT calls this morning? NFLX puts on movie tariffs..? I thought NFLX said they were not affected by tariffs.. painted a target on their own back..

Spursreporter

All the shorts are in here calling bullshit on this. But the facts and data are real. I've been posting daily trading plans in the last few days and they have been SPOT ON. You can look at them yourself. https://preview.redd.it/3w72jmd72nye1.jpeg?width=1242&format=pjpg&auto=webp&s=ba8ecb5ef7dddc8a9e97c9d900a8c4f2a77e2942 Hey shorts wake up and jump over to the bullish side... The options chain shows massive bullish interest in $WOLF, especially at $4.00 and $5.00. If the stock keeps climbing and those strikes stay in play, market makers may have to keep buying shares — feeding the rally even further. Those are facts!

CandidAssistance4906

700 million users. If you dont have LONG shares of SPOT and NTFX you deserve to die poor

kukbajs

I want in on SPOT. NEETs on Reddit say it is the last creature comfort they’ll give up on if push comes to shove.

iStillLikeD2

Sold some MSFT, AMZN, and SPOT now back to 30% cash 

SpittingT

AMD, SPOT, SMCI,COIN AND UBER that a spicy week too

falling_knives

Imagine not buying SPOT in Dec '22 as it made a new all time low.

dralva

SPOT has some next level magic. Has terrible guidance, compared to Amazon, but gaps up and hits light speed

Far-Requirement9180

SPOT 100 points up from Tuesday to date, what the actual fuk 

NotUsedEnough

Thank god I didn’t sell my SPOT call for a loss after earnings 😮‍💨

ryandomingsil

SPOT 🥰

dralva

Shit, SPOT had a dismal forward guidance, and they gapped up.

SpiritualZucchini544

Looking to buy more SPOT when it falls below $590

BaxterDude012

Can HOOD pull a SPOT please

jraiv420

CHARLES SCHWAB CEO SAYS WORKING ON SPOT CRYPTO TRADING WITHIN 12 MONTHS 🌽 Boomers joining crypto bros and now BlackRock's IBIT is the biggest holder of 🌽 in the world 🤔

Jekyll2003

wtf is going on with SPOT?

Ivy0789

I sold a calendar call on SPOT. Worked beautifully. Short leg 98% profit, long leg still running and ITM now

ItalianStallion9069

SPOT and Netflix are gunna be recession winners imo

Iunatic

Someone needs to make an ETF with the regarded stocks that never go red. PLTR SPOT NFLX MSTR CVNA COST AAPL

FearlessTrader

Wth!? Why does SPOT get to stay green? 🤔

NotUsedEnough

I knew my regarded ass was smart to not sell my SPOT calls at 90% loss yesterday 

IGuessBruv

Why would anyone buy SPOT

ihopethisworksfornow

SPOT rallying makes sense The economy has to basically be completely destroyed before people will stop listening to music/podcasts.

pain474

SPOT says fuck you and your tariffs, we got the jams. 

Far-Requirement9180

SPOT mooning though lol

Chubguy6900

Look at SPOT

Far-Requirement9180

SPOT green in a sea of red LMAO 

Far-Requirement9180

SPOT going green Lmao 

Reynhart

Uh... I use SPOT everyday and that earnings was disappointing as hell...

jigglyjohnson13

$SPOT is one of those stocks that I kick myself over. I've used it every day for years but it never occurred to me to buy their stock.

RandomC6

I was thinking SPOT calls or SMCI puts. I bought SPOT calls.