Netflix 2Q18 Earnings, Facebook Hires Google Chip Leader, Apple’s Struggles in India Continue

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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