$F1 - Formula 1 teams have seen a dramatic increase in valuation over the past decade, with top teams now worth billions, indicating strong growth potential in the sport.
$NFLX - Netflix's Formula 1 documentary series has significantly boosted the sport's popularity, especially in the US, suggesting value in Netflix's content strategy and ability to drive engagement.
$MBG.DE - Mercedes is benefiting greatly from their F1 involvement, with a calculated annual brand value of $2 billion and a now-profitable F1 team.
$APPLIEDINTUITION - Applied Intuition is seen as a promising investment, particularly for its role in helping legacy car manufacturers transition to software-first models.
Bearish:
$MLB - Major League Baseball has been experiencing a decline in viewership in the United States, potentially due to changing viewer habits and attention spans.
$FLYINGTAXI - The flying taxi industry is facing significant challenges, with several companies, particularly in Germany, experiencing financial difficulties and bankruptcies.
$ESCOOTER - E-scooter companies are facing challenges due to tariffs and supply chain issues concentrated in China, impacting their profitability and viability.