Mig
05-04
amazing article BC 🙂
I didn't have this one in my radar
is there a cheaper alternative option?
@Barcode$Spotify Technology S.A.(SPOT)$ 🚨🎵🚀 Spotify’s Chart Symphony: Can $SPOT Hit the $1000 Crescendo? 🚀🎵🚨 Some stocks fizzle. Others soar. But some, like $SPOT, build slowly and powerfully, like a symphony rising toward its final movement. This isn’t hype. It’s technical structure, regulatory tailwinds, and capital efficiency compounding in plain sight. After shrugging off a muted earnings print, $SPOT surged 7% on Friday and is now pressing up against its all-time highs near $652.23. One weekly close above that key level and this stock could move into blue-sky breakout mode, just like $NFLX did before it. 🎧 Spotify vs Netflix: The Streaming Showdown 2024 is giving us the ultimate side-by-side test. Here’s how it plays out: • Revenue Growth: Netflix leads with 20 percent year-on-year, but Spotify is closing fast at 18 percent, up from just 8 percent in 2023 • 5-Year Stock Return: Spotify 308 percent vs Netflix 138 percent, $SPOT is the real alpha • Free Cash Flow: Spotify surged past $3B in 2023, overtaking Netflix’s consistent pace • Return on Capital: Spotify finally overtook Netflix in 2024, improving capital efficiency significantly • Stock Dilution: $SPOT maintains tight control at around 2.5 percent, showing strong investor alignment • Valuation: 22 times FCF for $SPOT vs 23 times for $NFLX, but Spotify’s velocity offers more upside • Balance Sheet: Spotify carries significantly less debt, making it more agile in a high-rate world • Margins: Netflix wins on gross margin, but Spotify’s rising FCF margin reflects powerful operating leverage 📈 Technical Setup: • Breakout Level: $652.23, tested multiple times on the weekly chart • Support: $590, with trend channel intact since Q4 2022 • Structure: Bullish continuation pattern with inside-day pivot and higher lows • Volume Surge: Friday’s move came with rising volume, a classic institutional footprint 🎯 Catalyst: Apple Opens the Gate A U.S. judge just ruled Apple must allow external purchase links in apps. Spotify responded instantly, submitting an update with pricing links for U.S. users. This blows open a key monetisation bottleneck, boosting margins and user conversion in its largest market. 🔥 Top Growth Performer in 2025 Spotify is up 44 percent year-to-date, placing it firmly in the Top 10 Growth Stocks globally alongside Palantir, Duolingo, and Alibaba. But $SPOT isn’t just riding momentum. It’s rewriting the monetisation model for audio and AI. 🔍 The X Factor: Monetisation Moat and AI Mastery Spotify isn’t just a music app. It’s a global data engine. With flagship podcasts like Joe Rogan and Alex Cooper, it dominates high-margin attention. Its AI-fuelled personalisation pipeline drives hyper-targeted ads, boosts LTV, and scales engagement. The moat is cultural, computational, and now regulatory. 🧠 Behavioural Tell: The Stock That Refuses to Die While weaker names broke down in April, $SPOT held firm and bounced hard, despite underwhelming earnings. That is not luck. That’s institutional positioning. When a stock climbs through bad news, it’s not noise. It’s signal. This isn’t a blip. It’s a setup. 🚀 Price Trajectory: • Short-term target: $720 on a confirmed close above $652.23 • Medium-term: $810 to $860 as monetisation scales and margin tailwinds kick in • Long-term: $1000, driven by platform autonomy, capital compounding, and regulatory unlocks Hey Tiger Traders, who’s the real alpha now, the binge-streaming pioneer or the soundwave disruptor with AI in its veins? 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_comments @TigerPicks @TigerStars @Daily_Discussion @TigerWire
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Barcode
    05-04
    Barcode
    ARK Innovation ETF (ARKK) includes Spotify as a high-conviction disruptive tech play.
    iShares Expanded Tech-Software Sector ETF (IGV) holds Spotify among broader software and platform leaders.
    Global X Millennials Thematic ETF (MILN) taps into consumer habits like streaming, with Spotify represented.
    Roundhill Streaming Services & Technology ETF (SUBZ) is focused specifically on video and audio streaming platforms, including Spotify.
    • BarcodeReplyMig
      lol, thanks Mig. I appreciate your contributions so always happy to help.
    • Mig
      🤯 omg! you are the best
      thanks BC 🙂
  • Barcode
    05-04
    Barcode
    🙏🏼Thanks @Mig . There’s no ETF specifically for Spotify, but if you’re looking for a cheaper or diversified way to get exposure to $SPOT, several ETFs include it as part of their holdings should you be interested:
  • Barcode
    05-04
    Barcode
    🙏🏼 Thanks for reading and dropping your thoughts, Mig. Always enjoy your take, it keeps the dialogue dynamic and data-driven 🔍🗣️🍀
  • Barcode
    05-04
    Barcode
    Happy trading ahead! Cheers BC 💰📈🚀🍀🍀🍀
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