Today's Above Avalon daily update includes the following topics:
- Netflix 2Q18 Earnings
- Facebook Hires Google Chip Leader
- Apple’s Struggles in India Continue
We begin today's email with my thoughts on Netflix's 2Q18 earnings results. The discussion then turns to Facebook poaching a key player in Google's silicon efforts. We go over my three observations about the move. The email concludes with Apple reportedly running into more trouble in India.
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