To The Moon

Abandoning the deal for whatever reasons was considered the best for Netflix and market has acknowledged that first. So that is a close call to sentiment. Further price development depends on actual revenue and profit growth combined with guidance. Innovation arm is still lagging behind

Yes a few month ago I already see that Netflix will up after break the resistance point.

I would say b. Market is just relieved that Netflix decided to walk away from a risky deal that might not pay off. However, fundamentally the company remains the same, with the same challenges. It has always been about subscriptions and whether it can generate other streams of revenue such as from advertisements. The real report card is still earnings and expected performance in the coming quarters. Investors want to know this as income is undeniably vital for any company to stay afloat. This has not been addressed and so Netflix is not in a strong position to acquire Warner bro and this talk about acquisition is nothing but a distraction that has spooked fears in investors. Netflix still needs to address the crux of the issue which will shed light on its viability.

🌟🌟 $Netflix(NFLX)$ is a winner by walking away from $Warner Bros. Discovery(WBD)$ deal & its investors are celebrating.  While $Paramount Skydance Corp(PSKY)$ walks away with the prize & USD 50 Billion in debt that comes with it,  Netflix has staged a spectacular 13.7% jump to USD 96.24. Why is Market Cheering Netflix's Exit? Risk Removal =Massive Upside.  Netflix avoids a massive debt mountain & regulatory nightmare.  It also collects USD2.8 billion break up fee - enough to fund about 30 major films. It is also a sentiment driven rally.  N

By refusing to raise its bid and restarting share buybacks, Netflix effectively eliminated acquisition premium risk, debt overhang concerns, integration uncertainty, and regulatory delays from its valuation model. Adding fuel to the move, Netflix is set to receive roughly $2.8B in breakup compensation — exceeding its most recent quarterly net income — while avoiding a prolonged antitrust battle.

After months of uncertainty surrounding its proposed $82.7B acquisition, $Netflix(NFLX)$ walked away — and the stock surged 13%. The rally wasn’t about sudden earnings strength. It was about risk removal.

B. Rally is mostly sentiment-driven. since surge after fallen much.

Netflix’s +13% Breakup Rally: Is the $2.8B Windfall a Generational Buy Signal or a Squeeze to Fade? NFLX just violently re-priced, ripping 13% higher after dropping a pre-market bombshell: they are officially walking away from the Warner assets bidding war. By refusing to chase a bloated valuation, Netflix not only dodges a massive leverage bullet but pockets a staggering $2.8B breakup fee—a sum larger than their entire net profit from last quarter. With share buybacks immediately back on the menu, the suffocating M&A overhang that choked the stock is gone. But for active traders, the critical question is this: Is this massive gap-up the beginning of a sustained 15–25% valuation recovery, or has the market already fully priced in the good news? Let’s break down the setup. 1️⃣ The Anato

I bought shares of Netflix last week because I believe the company is entering another strong growth phase. Over the past year, Netflix has shown that it can adapt and stay ahead in the highly competitive streaming industry. Even with competitors like Disney and Amazon investing heavily in content, Netflix continues to lead in global subscriber numbers and brand recognition. One key reason I decided to buy is its focus on profitability rather than just subscriber growth. Netflix has been increasing its operating margins while managing content spending more carefully. The introduction of its ad-supported subscription tier also opens a new revenue stream, attracting price-sensitive customers while boosting advertising income. This diversification strengthens its long-term business model. Ano

now rally a bit, after earnings rally more. can buy now.

A. I agree with the view that being out of the race for WBD is a risk removal that investors likely were happy about. Add the compensation that WBD had to foot, and that is even more signs of encouragement that nflx "won" even while it did not get WBD

B

After months of uncertainty surrounding its proposed $82.7B acquisition, $Netflix(NFLX)$ walked away — and the stock surged 13%. The rally wasn’t about sudden earnings strength. It was about risk removal. By refusing to raise its bid and restarting share buybacks, Netflix effectively eliminated acquisition premium risk, debt overhang concerns, integration uncertainty, and regulatory delays from its valuation model. Adding fuel to the move, Netflix is set to receive roughly $2.8B in breakup compensation — exceeding its most recent quarterly net income — while avoiding a prolonged antitrust battle. The stock had fallen nearly 20% during the deal uncertainty phase, reflecting risk discounting rather than fundamental deterioration. With that overhang

Interesting to note that WBD and Paramount both suffered significant losses recently. The Paramount acquisition of WBD is problematic, simply because there seems to be nefarious intent by the Ellison family to monopolise the media, with speculations rife that the news segment (CNN) is the biggest target. Worryingly, the news landscape in the united states seems to be targeted to sowing tensions and mistrust among their citizens. Fox news ironically claimed they are entertaining viewers (and not doing factual reporting) when taken to court for making false claims about voting machines in usa elections. All the misinformation seeks to achieve is to further polarise the sentiments between the two ends of their political spectrum. We need to realise that while it seems like a united

Netflix will not buy Warner the stock will increase by 15%

Netflix YTD 19% dip is a classic example of undulating investor sentiments, culminating in the flight to safety to avoid drawdowns. If we go back to fundamentals, is the sell down justified? We all know the famous quote "market in the short term is a voting machine, but in the long term it is a weighing machine". I tend to lean on physics as investment guiding principle. Time tested and proven. Many of us will stay on to watch how the deal-making pans out. At some points, you will need to decide whether to re enter before the dust settles down.

$Netflix(NFLX)$ Buckle up, entertainment fans – the showdown for Warner Bros. Discovery is turning into a blockbuster thriller! 😎 Paramount just cranked up the heat with a juicy $31 per share all-cash offer for the whole empire, tossing in a massive $7 billion regulatory safety net and even covering that pesky $2.8 billion breakup tab Warner owes Netflix if things go south. But hold your popcorn 🍿 – Netflix's ironclad $27.75 per share deal for the studio and streaming jewels stays locked in, set to seal by Q3. Experts are buzzing that Netflix holds the edge, ready to swoop in and match or topple that rival bid like a boss. 💥 Why the sudden Netflix stock surge? Shares exploded nearly 6% yesterday, clawing back from a brutal 19% year-to-date slide t

I have put out a few posts on the tussle for $Warner Bros. Discovery(WBD)$ by $Netflix(NFLX)$ and $Paramount Skydance Corp(PSKY)$ from even before onset of the saga. Below are what I have shared so far: (click on title to savour) 09 Jan 2026 - NFLX vs PSKY Clash : Best Entry Is Now ! 10 Dec 2025 - WBD bid war begins : NFLX vs PSKY vs Trump (?) 08 Dec 2025 - The Winner Is NFLX... Errh, Not So Fast ! 26 Nov 2025 -

Buy the dip - when tech rallies it will skyrocket 

$Netflix(NFLX)$ $Paramount Global(PARAP)$ Paramount Skydance just cranked up the drama in Hollywood's hottest takeover saga, lifting its offer to $31 per share for Warner Bros. Discovery (WBD) and reopening a 7-day negotiation window that's got investors on the edge of their seats. This bold move trumps WBD's existing $27.75 per share binding deal with Netflix, set for a March 20 shareholder vote, and Paramount's even dangling to cover Netflix's whopping $2.8 billion breakup fee – hinting this $31 isn't the final salvo in a bidding war that could redefine streaming empires. At the open, PSKY surged 8% to $35, WBD climbed 3% to $12.50, while NFLX slid 1% toward $75, eyeing $70 as the next technical floor

Abandoning the deal for whatever reasons was considered the best for Netflix and market has acknowledged that first. So that is a close call to sentiment. Further price development depends on actual revenue and profit growth combined with guidance. Innovation arm is still lagging behind

Netflix’s +13% Breakup Rally: Is the $2.8B Windfall a Generational Buy Signal or a Squeeze to Fade? NFLX just violently re-priced, ripping 13% higher after dropping a pre-market bombshell: they are officially walking away from the Warner assets bidding war. By refusing to chase a bloated valuation, Netflix not only dodges a massive leverage bullet but pockets a staggering $2.8B breakup fee—a sum larger than their entire net profit from last quarter. With share buybacks immediately back on the menu, the suffocating M&A overhang that choked the stock is gone. But for active traders, the critical question is this: Is this massive gap-up the beginning of a sustained 15–25% valuation recovery, or has the market already fully priced in the good news? Let’s break down the setup. 1️⃣ The Anato

I bought shares of Netflix last week because I believe the company is entering another strong growth phase. Over the past year, Netflix has shown that it can adapt and stay ahead in the highly competitive streaming industry. Even with competitors like Disney and Amazon investing heavily in content, Netflix continues to lead in global subscriber numbers and brand recognition. One key reason I decided to buy is its focus on profitability rather than just subscriber growth. Netflix has been increasing its operating margins while managing content spending more carefully. The introduction of its ad-supported subscription tier also opens a new revenue stream, attracting price-sensitive customers while boosting advertising income. This diversification strengthens its long-term business model. Ano

I would say b. Market is just relieved that Netflix decided to walk away from a risky deal that might not pay off. However, fundamentally the company remains the same, with the same challenges. It has always been about subscriptions and whether it can generate other streams of revenue such as from advertisements. The real report card is still earnings and expected performance in the coming quarters. Investors want to know this as income is undeniably vital for any company to stay afloat. This has not been addressed and so Netflix is not in a strong position to acquire Warner bro and this talk about acquisition is nothing but a distraction that has spooked fears in investors. Netflix still needs to address the crux of the issue which will shed light on its viability.

🌟🌟 $Netflix(NFLX)$ is a winner by walking away from $Warner Bros. Discovery(WBD)$ deal & its investors are celebrating.  While $Paramount Skydance Corp(PSKY)$ walks away with the prize & USD 50 Billion in debt that comes with it,  Netflix has staged a spectacular 13.7% jump to USD 96.24. Why is Market Cheering Netflix's Exit? Risk Removal =Massive Upside.  Netflix avoids a massive debt mountain & regulatory nightmare.  It also collects USD2.8 billion break up fee - enough to fund about 30 major films. It is also a sentiment driven rally.  N

After months of uncertainty surrounding its proposed $82.7B acquisition, $Netflix(NFLX)$ walked away — and the stock surged 13%. The rally wasn’t about sudden earnings strength. It was about risk removal. By refusing to raise its bid and restarting share buybacks, Netflix effectively eliminated acquisition premium risk, debt overhang concerns, integration uncertainty, and regulatory delays from its valuation model. Adding fuel to the move, Netflix is set to receive roughly $2.8B in breakup compensation — exceeding its most recent quarterly net income — while avoiding a prolonged antitrust battle. The stock had fallen nearly 20% during the deal uncertainty phase, reflecting risk discounting rather than fundamental deterioration. With that overhang

Yes a few month ago I already see that Netflix will up after break the resistance point.

Interesting to note that WBD and Paramount both suffered significant losses recently. The Paramount acquisition of WBD is problematic, simply because there seems to be nefarious intent by the Ellison family to monopolise the media, with speculations rife that the news segment (CNN) is the biggest target. Worryingly, the news landscape in the united states seems to be targeted to sowing tensions and mistrust among their citizens. Fox news ironically claimed they are entertaining viewers (and not doing factual reporting) when taken to court for making false claims about voting machines in usa elections. All the misinformation seeks to achieve is to further polarise the sentiments between the two ends of their political spectrum. We need to realise that while it seems like a united

By refusing to raise its bid and restarting share buybacks, Netflix effectively eliminated acquisition premium risk, debt overhang concerns, integration uncertainty, and regulatory delays from its valuation model. Adding fuel to the move, Netflix is set to receive roughly $2.8B in breakup compensation — exceeding its most recent quarterly net income — while avoiding a prolonged antitrust battle.

After months of uncertainty surrounding its proposed $82.7B acquisition, $Netflix(NFLX)$ walked away — and the stock surged 13%. The rally wasn’t about sudden earnings strength. It was about risk removal.

B. Rally is mostly sentiment-driven. since surge after fallen much.

A. I agree with the view that being out of the race for WBD is a risk removal that investors likely were happy about. Add the compensation that WBD had to foot, and that is even more signs of encouragement that nflx "won" even while it did not get WBD

now rally a bit, after earnings rally more. can buy now.

B

I have put out a few posts on the tussle for $Warner Bros. Discovery(WBD)$ by $Netflix(NFLX)$ and $Paramount Skydance Corp(PSKY)$ from even before onset of the saga. Below are what I have shared so far: (click on title to savour) 09 Jan 2026 - NFLX vs PSKY Clash : Best Entry Is Now ! 10 Dec 2025 - WBD bid war begins : NFLX vs PSKY vs Trump (?) 08 Dec 2025 - The Winner Is NFLX... Errh, Not So Fast ! 26 Nov 2025 -

$Netflix(NFLX)$ Buckle up, entertainment fans – the showdown for Warner Bros. Discovery is turning into a blockbuster thriller! 😎 Paramount just cranked up the heat with a juicy $31 per share all-cash offer for the whole empire, tossing in a massive $7 billion regulatory safety net and even covering that pesky $2.8 billion breakup tab Warner owes Netflix if things go south. But hold your popcorn 🍿 – Netflix's ironclad $27.75 per share deal for the studio and streaming jewels stays locked in, set to seal by Q3. Experts are buzzing that Netflix holds the edge, ready to swoop in and match or topple that rival bid like a boss. 💥 Why the sudden Netflix stock surge? Shares exploded nearly 6% yesterday, clawing back from a brutal 19% year-to-date slide t

$Netflix(NFLX)$ $Paramount Global(PARAP)$ Paramount Skydance just cranked up the drama in Hollywood's hottest takeover saga, lifting its offer to $31 per share for Warner Bros. Discovery (WBD) and reopening a 7-day negotiation window that's got investors on the edge of their seats. This bold move trumps WBD's existing $27.75 per share binding deal with Netflix, set for a March 20 shareholder vote, and Paramount's even dangling to cover Netflix's whopping $2.8 billion breakup fee – hinting this $31 isn't the final salvo in a bidding war that could redefine streaming empires. At the open, PSKY surged 8% to $35, WBD climbed 3% to $12.50, while NFLX slid 1% toward $75, eyeing $70 as the next technical floor

🌟🌟🌟Nothing captures the spirit of the Fire Horse than the absolute fireworks exploding in Hollywood right now.  As a shareholder of $Warner Bros. Discovery(WBD)$  I am super thrilled at the bidding war between Netflix $Netflix(NFLX)$   and $Paramount Skydance Corp(PSKY)$ . The Battle for the Crown Jewels: Why the War for WBD? Why are Netflix and Paramount Skydance throwing billions at Warner Brothers Discovery?  This is because WBD owns the "Thoroughbreds" of the entertainment world.  We are not just talking about movies.  We are talking about the cultural fabric

$Netflix(NFLX)$ $Paramount Global(PARAP)$ Paramount Skydance just cranked up the drama in Hollywood's hottest takeover saga, lifting its offer to $31 per share for Warner Bros. Discovery (WBD) and reopening a 7-day negotiation window that's got investors on the edge of their seats. This bold move trumps WBD's existing $27.75 per share binding deal with Netflix, set for a March 20 shareholder vote, and Paramount's even dangling to cover Netflix's whopping $2.8 billion breakup fee – hinting this $31 isn't the final salvo in a bidding war that could redefine streaming empires. At the open, PSKY surged 8% to $35, WBD climbed 3% to $12.50, while NFLX slid 1% toward $75, eyeing $70 as the next technical floor

$Netflix(NFLX)$ Buckle up, entertainment fans – the battle for Warner Bros. Discovery (WBD) just exploded into a full-blown drama worthy of its own blockbuster script. 😲 Ancora Holdings, a fierce activist investor managing a whopping $11 billion, has snapped up a $200 million stake in WBD and is charging headfirst against the proposed mega-deal with Netflix. They're calling it "inferior" and riddled with risks, pushing instead for a rival all-cash bid from Paramount Skydance that promises sweeter rewards for shareholders. 🤑 Let's break down the chaos: Netflix's offer clocks in at around $83 billion for WBD's crown jewels – the movie and TV studios plus the HBO Max streaming empire. But here's the twist – it involves spinning off legacy assets like