As more and more people are cutting the cord when it comes to home entertainment, competition in the industry has never been more intense. Broadcast gave way to cable before satellite became an option, and now technology is driving the fight and offering an increasing number of choices. Four identifiable segments are beginning to emerge: cable and satellite, streaming video, TV enhancement, and advanced options.
In Part 1 of this series, I examined the traditional players — including cable and satellite providers, as well as communications companies that have begun to get into the game. Today, I’ll examine the various streaming video options. There is some overlap in certain cases, but by understanding each segment individually, you’ll get a clearer picture of the overall industry.
The streaming video players Netflix, Inc. (NASDAQ:NFLX): As the first mover in streaming video, Netflix has a clear advantage over its competitors. Netflix, Inc. (NASDAQ:NFLX) stock has taken investors on a roller-coaster ride over the past few years. In 2011, shares were trading just below $300 when the company announced the massive price increase and the bifurcation of the DVD business. Netflix, Inc. (NASDAQ:NFLX) stock became a case study in how to kill the golden goose, seeing the stock drop to just over $60 last fall. The stock is now knocking on $250 again.
As a first mover, Netflix, Inc. (NASDAQ:NFLX) has the ability to not only continue build a significant subscriber base but also to forge critical strategic partnerships and iron out glitches. Recently, Netflix, Inc. (NASDAQ:NFLX) announced user profiles that will allow as many as five users per account to customize recommendations and preferences. The company is working toward constantly improving the user experience.
What CEO Reed Hastings is really doing right, and another reason Netflix, Inc. (NASDAQ:NFLX) is strongly positioned among streaming video competitors, is producing original content. In the entertainment business, content is king. While some critics have observed that Netflix has had mixed success with its original shows, it’s moving in the right direction. Furthermore, the move by Hastings indicates that the CEO understands the importance of content in the long-term success of streaming video.
Amazon.com, Inc. (NASDAQ:AMZN): Amazon Prime is currently the most significant competitor to Netflix in the streaming space, and this year saw the fight intensify. Not only did Amazon.com, Inc. (NASDAQ:AMZN) aggressively go after some of the licensing deals that had once belonged to Netflix — remember, Amazon.com, Inc. (NASDAQ:AMZN) has a significantly larger balance sheet to play with — but it has also ramped up its own original production effort. Amazon.com, Inc. (NASDAQ:AMZN) recently announced that it’s putting six more pilots into production, most with a focus on kids’ programming — including a pilot aimed at 6- to 11-year-olds and a first-ever live action show.
According to a recent study from NPD Group, Amazon.com, Inc. (NASDAQ:AMZN) has made real inroads: In the first quarter of 2012, Netflix had 76% of single-subscription households; that number fell to 67% in the first quarter of 2013. The study also found that 10% of households now have subscriptions to both Netflix and Amazon Prime. Furthermore, Amazon.com, Inc. (NASDAQ:AMZN) has added 11,000 titles in 2013 to bring its library to roughly 41,000 titles.
One of the advantages for Amazon, and its customers, is that the $79-per-year membership gives you free two-day shipping on most Amazon products. This means that Amazon can appeal to consumers for reasons beyond home entertainment. When mixed with the depth of its wallet, Amazon is well positioned to push Netflix.
Redbox Instant: This joint venture between Outerwall Inc(NASDAQ:OUTR) and Verizon Communications Inc. (NYSE:VZ) is the newest addition to the streaming video battle. The new service gives you access to a distinct number of rentals at Redbox kiosks plus access to the 5,000 titles currently available. CEO Scott Di Valerio explains that where Redbox is the outer wall of old video stores (where new releases were displayed), the streaming service fills in the center of the store (older titles). While the service is in its infancy, one angle that could be a game-changer for Redbox Instant is mobile. With Verizon Communications Inc. (NYSE:VZ) as a JV partner, you can imagine that Redbox Instant could be the first streaming video player to truly make the jump to mobile. Netflix, for example, is available on most mobile devices, but the data usage is significant. If Verizon chooses to offer Redbox Instant to its wireless customers, while giving them a break on data, this could change the landscape.
But how do you profit?
All three of these options offer a solid investment outlook and could be worth owning — each for different reasons. Netflix is ahead of the pack, although the stock seems like it’s getting pricey at current levels. Longer-term, however, it’s adding subscribers, and that’s the key. Amazon has the balance sheet to “steal” content from its competitors, so watching key licensing battles will be critical. Redbox Instant is still early in the game, but the Verizon angle has potential. Until a clear winner emerges, a balanced allocation to all three options is the most conservative approach. Long term, it will be key to watch the content issue to determine whether streaming video profits can hold up.
Please look soon for the next parts of this series that will focus on the other two segments, and then consider the industry as a whole.
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!
AI is eating the world—and the machines behind it are ravenous.
Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.
Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:
Where will all of that energy come from?
AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.
Even Sam Altman, the founder of OpenAI, issued a stark warning:
“The future of AI depends on an energy breakthrough.”
Elon Musk was even more blunt:
“AI will run out of electricity by next year.”
As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.
And that’s where the real opportunity lies…
One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.
As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.
The “Toll Booth” Operator of the AI Energy Boom
It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.
Trump has made it clear: Europe and U.S. allies must buy American LNG.
And our company sits in the toll booth—collecting fees on every drop exported.
But that’s not all…
As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.
AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.
While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.
AI needs energy. Energy needs infrastructure.
And infrastructure needs a builder with experience, scale, and execution.
This company has its finger in every pie—and Wall Street is just starting to notice.
Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.
While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…
This company is completely debt-free.
In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.
It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.
And here’s what the smart money has started whispering…
The Hedge Fund Secret That’s Starting to Leak Out
This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.
They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.
Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.
And that’s for a business tied to:
The AI infrastructure supercycle
The onshoring boom driven by Trump-era tariffs
A surge in U.S. LNG exports
And a unique footprint in nuclear energy—the future of clean, reliable power
You simply won’t find another AI and energy stock this cheap… with this much upside.
This isn’t a hype stock. It’s not riding on hope.
It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.
This is your chance to get in before the rockets take off!
Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.
AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.
The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.
As an investor, you want to be on the side of the winners, and AI is the winning ticket.
The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.
From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.
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By investing in AI, you’re essentially backing the future.
The future is powered by artificial intelligence, and the time to invest is NOW.
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I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.
We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…
Should I put my money in Artificial Intelligence?
Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.
Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…
But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.
That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…
And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.
He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.
