MoffettNathanson
Coverage of MoffettNathanson in the Nexus archive.
- Wall Street is worried about Netflix's new shows. Its old ones are its secret weapon.
Wall Street is concerned about Netflix's ability to generate new hits, but the majority of user engagement comes from older shows and movies. In the first half of 2026, over half of Netflix originals' viewership was driven by content released before summer 2025, with the top 20 series accounting for only 14% of total engagement.
- Wall Street banks are sky-high about SpaceX, but investors remain cautious
Wall Street analysts recommend buying SpaceX stock, forecasting prices above $200 in 12-18 months, but the stock currently trades around $152. Analysts highlight SpaceX's potential in space transportation, Starlink satellites, and AI advancements, though risks like Starship development delays are noted. The company's IPO in June 2024 valued it at over $2 trillion, making Elon Musk the first trillionaire, though his net worth has since dropped below $1 trillion.
- YouTube’s founders split over $650 million when they sold to Google in 2006—had they held out, they could have taken a slice of $550 billion
YouTube cofounders Chad Hurley and Steven Chen received $345 million and $326 million respectively in 2006 when Google acquired the platform for $1.65 billion. Today, YouTube's estimated value is $550 billion, a 333x increase, meaning Hurley and Chen could have earned over $100 billion each if they had retained their shares.