• koolgalkoolgal
      ·06:55

      The USD 108 Billion Hollywood Standoff : Who Claims The Iron Throne of Warner Brothers Discovery?

      🌟🌟🌟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
      66012
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      The USD 108 Billion Hollywood Standoff : Who Claims The Iron Throne of Warner Brothers Discovery?
    • Randy1220Randy1220
      ·02-17 22:06
      $Netflix(NFLX)$  I foresee a potential move toward 60 based on current technical structure and weakening fundamentals. Price is struggling to hold above the daily 200MA, which signals downside risk if support fails. However, if the WBD acquisition deal gets approved, it could act as a strong bullish catalyst and shift sentiment upward. For now, this appears more like a technical rebound rather than a confirmed trend reversal.
      99Comment
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    • Huat99Huat99
      ·02-17 12:58
      $Netflix(NFLX)$ is down ~18% YTD. Is this a buy-the-dip moment or a falling knife? 🔪 The streaming giant is caught between strong fundamentals and massive M&A risks. This infographic breaks down the debate: 🐂 Bulls (Score 3.7): 325M subscribers, valuation reset & ad revenue doubling. 🐻 Bears (Score 3.9): The $83B WBD acquisition overhang & soft 2026 guidance. Are you adding shares or staying away? 👇 @Tiger_comments @TigerObserver @TigerPicks @TigerStars @Daily_Di
      1.08K1
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    • TommytommyTommytommy
      ·02-15 11:23
      At $70, I would definitely be tempted to grab some Netflix. It feels like a level where a lot of the bad news is already baked in, but I would still ease in slowly since competition and spending are always hanging over it.
      201Comment
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    • Y01Y01
      ·02-14
      will consider at usd70
      16Comment
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    • MrzorroMrzorro
      ·02-14
      Netflix Heads for Rebound; Nvidia Sees Higher Short Volume $Netflix(NFLX)$  's stock gained 1.4% Friday, as the streaming giant sought to stage a rebound after a surge in trading in borrowed shares that were sold short fueled the slump to its lowest level since 2024. Short volume jumped to 7.82 million shares Thursday, from 3.97 million shares a day earlier, as the stock fell 4.72%. Yesterday, activist investor Ancora Holdings reportedly urged the board of $Warner Bros. Discovery(WBD)$   to reject the offer by $Netflix (NFLX.US)$ and reconsider a rival bid by $Paramount Skydance Corp(PSKY)$ <
      173Comment
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    • zhinglezhingle
      ·02-13
      Netflix – Panic or Opportunity? 🎬📉 Netflix just slid again and is hovering around the mid-$70s. Everyone’s asking the same thing: 👉 Wait for $60? 👉 Or is this where smart money quietly loads? Here’s the take many are missing 👇 ⸻ 😨 Why the market is scared There’s drama around the potential transaction with Warner Bros. Discovery. Add activist pressure from Ancora Capital and suddenly traders see uncertainty, headlines, delays. Short term = institutions hate not knowing. So they sell first. Ask questions later. ⸻ 🧠 But step back from the noise… This is still the king of global streaming 👑 ✔ Massive subscriber base ✔ Expanding advertising engine ✔ Proven ability to raise prices ✔ Content machine competitors struggle to match ✔ Consistent profitability (rare in media) Nothing about today’s re
      3.38K1
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    • 這是甚麼東西這是甚麼東西
      ·02-13
      The recent decline in Netflix's stock price has sparked interest in its potential value. Considering the current market dynamics and the news about Ancora Capital's move regarding Warner Bros. Discovery, let's analyze the situation: Market Volatility: Netflix's stock has been experiencing significant volatility, and the 4% drop is part of a larger trend. This volatility could be due to various factors, including investor sentiment, competition in the streaming market, and broader economic conditions. Ancora Capital's Move: The decision by Ancora Capital to increase its stake in Warner Bros. Discovery and oppose a potential transaction with Netflix indicates a strategic play that could impact both companies. This opposition could affect Netflix's future content acquisition and streaming str
      265Comment
      Report
    • xc__xc__
      ·02-13

      Hollywood Turmoil: Activist Uprising Derails Netflix's Warner Bros Power Play! 🎥💥

      $Netflix(NFLX)$ 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
      1.06KComment
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      Hollywood Turmoil: Activist Uprising Derails Netflix's Warner Bros Power Play! 🎥💥
    • SyaoronSyaoron
      ·02-12
      $Netflix(NFLX)$  I think Netflix going to counter offer
      211Comment
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    • StormytwStormytw
      ·02-12
      $Netflix(NFLX)$ Bought the dip netflix is a long term hold
      6471
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    • ChocopuddingChocopudding
      ·02-12
      It's gonna be a long war
      80Comment
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    • 這是甚麼東西這是甚麼東西
      ·02-12
      The involvement of activist investor Ancora Capital in Warner Bros. Discovery (WBD) could potentially reshape the proposed deal with Netflix. As an activist investor, Ancora Capital is likely to push for a more favorable outcome for WBD shareholders, which might alter the terms of the deal or even lead to its rejection. Activist pressure can be a powerful force in shaping corporate decisions, and in this case, Ancora Capital's increased stake in WBD gives them a stronger voice in the negotiations. If Ancora Capital is successful in opposing the proposed transaction, it could lead to a reevaluation of the deal's terms or even a search for alternative partners. The proposed deal between WBD and Netflix is likely aimed at strengthening WBD's streaming capabilities and expanding its content of
      773Comment
      Report
    • huat accthuat acct
      ·02-12
      $Netflix(NFLX)$  any signs of recovery? 
      3072
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    • SyaoronSyaoron
      ·02-11
      $Netflix(NFLX)$  seen breaking 80 this week
      121Comment
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    • Foochubby10Foochubby10
      ·02-11
      $Netflix(NFLX)$  cutting losses to go into other opportunities
      29Comment
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    • daz999999999daz999999999
      ·02-11
      $Netflix(NFLX)$   Netflix (NFLX) was long regarded as the premier subscription-based streaming service in the world, with a well-established history of growth through creative use of pricing power, developing hit programming, and relying very little on outside sources for licensing. The company's growth narrative was altered when it announced an agreement to purchase Warner Bros. Discovery’s (WBD) studios and HBO for approximately $82.7 billion in enterprise value and approximately $72 billion in equity value by acquiring Warner Bros. studios and their respective streaming operations and placing a cash and stock offer of $27.75 per share. While some have questioned whether this acquisition might be indicative o
      7001
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    • zhinglezhingle
      ·01-28
      🎬 Netflix Slumps on Weak Guidance Structural Slowdown… or a High-Quality Dip Opportunity? Netflix just reminded the market of a hard truth: great businesses can still disappoint when expectations get too high. Despite posting record ~325M paid subscribers, solid revenue growth, and accelerating advertising traction, NFLX dropped ~4% post-earnings after management guided to moderating growth into early 2026. The numbers weren’t bad — the narrative was. So the real question isn’t what happened — it’s what happens next 👇 ⸻ 📉 Why the Market Sold First (and Asked Questions Later) Netflix didn’t miss. It underwhelmed — and at this valuation, that’s enough. ⚠️ 1️⃣ Guidance Was the Trigger, Not the Results Management signaled: • Slower revenue growth into early 2026 • Rising film & TV producti
      548Comment
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    • DKimDKim
      ·01-27
      After earning, time to load up some NFLX to build a sizable position while complimenting with options strategy. Aim to load 100 unit to be enough for covered call while existing secured puts positions to hopefully expire in the next few months.
      1.55KComment
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    • 1419 cyc1419 cyc
      ·01-26
      [Sly]  [Sly]  [Sly]  [Sly]  
      9901
      Report
    • koolgalkoolgal
      ·06:55

      The USD 108 Billion Hollywood Standoff : Who Claims The Iron Throne of Warner Brothers Discovery?

      🌟🌟🌟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
      66012
      Report
      The USD 108 Billion Hollywood Standoff : Who Claims The Iron Throne of Warner Brothers Discovery?
    • Randy1220Randy1220
      ·02-17 22:06
      $Netflix(NFLX)$  I foresee a potential move toward 60 based on current technical structure and weakening fundamentals. Price is struggling to hold above the daily 200MA, which signals downside risk if support fails. However, if the WBD acquisition deal gets approved, it could act as a strong bullish catalyst and shift sentiment upward. For now, this appears more like a technical rebound rather than a confirmed trend reversal.
      99Comment
      Report
    • Huat99Huat99
      ·02-17 12:58
      $Netflix(NFLX)$ is down ~18% YTD. Is this a buy-the-dip moment or a falling knife? 🔪 The streaming giant is caught between strong fundamentals and massive M&A risks. This infographic breaks down the debate: 🐂 Bulls (Score 3.7): 325M subscribers, valuation reset & ad revenue doubling. 🐻 Bears (Score 3.9): The $83B WBD acquisition overhang & soft 2026 guidance. Are you adding shares or staying away? 👇 @Tiger_comments @TigerObserver @TigerPicks @TigerStars @Daily_Di
      1.08K1
      Report
    • zhinglezhingle
      ·02-13
      Netflix – Panic or Opportunity? 🎬📉 Netflix just slid again and is hovering around the mid-$70s. Everyone’s asking the same thing: 👉 Wait for $60? 👉 Or is this where smart money quietly loads? Here’s the take many are missing 👇 ⸻ 😨 Why the market is scared There’s drama around the potential transaction with Warner Bros. Discovery. Add activist pressure from Ancora Capital and suddenly traders see uncertainty, headlines, delays. Short term = institutions hate not knowing. So they sell first. Ask questions later. ⸻ 🧠 But step back from the noise… This is still the king of global streaming 👑 ✔ Massive subscriber base ✔ Expanding advertising engine ✔ Proven ability to raise prices ✔ Content machine competitors struggle to match ✔ Consistent profitability (rare in media) Nothing about today’s re
      3.38K1
      Report
    • MrzorroMrzorro
      ·02-14
      Netflix Heads for Rebound; Nvidia Sees Higher Short Volume $Netflix(NFLX)$  's stock gained 1.4% Friday, as the streaming giant sought to stage a rebound after a surge in trading in borrowed shares that were sold short fueled the slump to its lowest level since 2024. Short volume jumped to 7.82 million shares Thursday, from 3.97 million shares a day earlier, as the stock fell 4.72%. Yesterday, activist investor Ancora Holdings reportedly urged the board of $Warner Bros. Discovery(WBD)$   to reject the offer by $Netflix (NFLX.US)$ and reconsider a rival bid by $Paramount Skydance Corp(PSKY)$ <
      173Comment
      Report
    • xc__xc__
      ·02-13

      Hollywood Turmoil: Activist Uprising Derails Netflix's Warner Bros Power Play! 🎥💥

      $Netflix(NFLX)$ 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
      1.06KComment
      Report
      Hollywood Turmoil: Activist Uprising Derails Netflix's Warner Bros Power Play! 🎥💥
    • TommytommyTommytommy
      ·02-15 11:23
      At $70, I would definitely be tempted to grab some Netflix. It feels like a level where a lot of the bad news is already baked in, but I would still ease in slowly since competition and spending are always hanging over it.
      201Comment
      Report
    • 這是甚麼東西這是甚麼東西
      ·02-13
      The recent decline in Netflix's stock price has sparked interest in its potential value. Considering the current market dynamics and the news about Ancora Capital's move regarding Warner Bros. Discovery, let's analyze the situation: Market Volatility: Netflix's stock has been experiencing significant volatility, and the 4% drop is part of a larger trend. This volatility could be due to various factors, including investor sentiment, competition in the streaming market, and broader economic conditions. Ancora Capital's Move: The decision by Ancora Capital to increase its stake in Warner Bros. Discovery and oppose a potential transaction with Netflix indicates a strategic play that could impact both companies. This opposition could affect Netflix's future content acquisition and streaming str
      265Comment
      Report
    • Y01Y01
      ·02-14
      will consider at usd70
      16Comment
      Report
    • 這是甚麼東西這是甚麼東西
      ·02-12
      The involvement of activist investor Ancora Capital in Warner Bros. Discovery (WBD) could potentially reshape the proposed deal with Netflix. As an activist investor, Ancora Capital is likely to push for a more favorable outcome for WBD shareholders, which might alter the terms of the deal or even lead to its rejection. Activist pressure can be a powerful force in shaping corporate decisions, and in this case, Ancora Capital's increased stake in WBD gives them a stronger voice in the negotiations. If Ancora Capital is successful in opposing the proposed transaction, it could lead to a reevaluation of the deal's terms or even a search for alternative partners. The proposed deal between WBD and Netflix is likely aimed at strengthening WBD's streaming capabilities and expanding its content of
      773Comment
      Report
    • SyaoronSyaoron
      ·02-12
      $Netflix(NFLX)$  I think Netflix going to counter offer
      211Comment
      Report
    • StormytwStormytw
      ·02-12
      $Netflix(NFLX)$ Bought the dip netflix is a long term hold
      6471
      Report
    • ChocopuddingChocopudding
      ·02-12
      It's gonna be a long war
      80Comment
      Report
    • huat accthuat acct
      ·02-12
      $Netflix(NFLX)$  any signs of recovery? 
      3072
      Report
    • SyaoronSyaoron
      ·02-11
      $Netflix(NFLX)$  seen breaking 80 this week
      121Comment
      Report
    • TBITBI
      ·01-24

      [5] NFLX, ABNB, EDU

      The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constit
      4.45K2
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      [5] NFLX, ABNB, EDU
    • daz999999999daz999999999
      ·02-11
      $Netflix(NFLX)$   Netflix (NFLX) was long regarded as the premier subscription-based streaming service in the world, with a well-established history of growth through creative use of pricing power, developing hit programming, and relying very little on outside sources for licensing. The company's growth narrative was altered when it announced an agreement to purchase Warner Bros. Discovery’s (WBD) studios and HBO for approximately $82.7 billion in enterprise value and approximately $72 billion in equity value by acquiring Warner Bros. studios and their respective streaming operations and placing a cash and stock offer of $27.75 per share. While some have questioned whether this acquisition might be indicative o
      7001
      Report
    • zhinglezhingle
      ·01-28
      🎬 Netflix Slumps on Weak Guidance Structural Slowdown… or a High-Quality Dip Opportunity? Netflix just reminded the market of a hard truth: great businesses can still disappoint when expectations get too high. Despite posting record ~325M paid subscribers, solid revenue growth, and accelerating advertising traction, NFLX dropped ~4% post-earnings after management guided to moderating growth into early 2026. The numbers weren’t bad — the narrative was. So the real question isn’t what happened — it’s what happens next 👇 ⸻ 📉 Why the Market Sold First (and Asked Questions Later) Netflix didn’t miss. It underwhelmed — and at this valuation, that’s enough. ⚠️ 1️⃣ Guidance Was the Trigger, Not the Results Management signaled: • Slower revenue growth into early 2026 • Rising film & TV producti
      548Comment
      Report
    • OptionsAuraOptionsAura
      ·01-20

      Netflix has reached a critical moment again. Can this financial report hold up?

      📊$Netflix (NFLX) $ Will release Q4 2025 earnings on January 20 after hours, judging from the current market consensus expectations, the overall tone is still positive. Q4 revenue is expected to fall in$119-$12 billion range, the year-on-year growth rate remained atMiddle double digits (approximately 16%-17%), the core drivers come from the adjustment of subscription prices, the continuous optimization of the paid user structure, and the gradual increase in the advertising business. The earnings side is also solid, analysts expectEPS around $5.4-$5.5, operating margins are close to24%, continuing Netflix's recent quarters "Revenue growth + margin improvement"Benign trend. 📈From the perspective of growth logic, the market generally believes that Q4 is
      2.25KComment
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      Netflix has reached a critical moment again. Can this financial report hold up?
    • MrzorroMrzorro
      ·01-21
      Netflix Earnings Review: Margins Drop to 24.5% After $80B Deal—Is the Risk Now Priced In? $Netflix(NFLX)$   's fourth-quarter results exceeded market expectations across revenue, earnings and cash flow, underscoring the continued resilience of its core business. However, following a sharp run-up in the stock, investor focus quickly shifted after the earnings release to the company's proposed approximately $80 billion all-cash acquisition, and its potential implications for profitability, cash flow and capital structure. As a result, Netflix shares fell more than 4% in after-hours trading. Key Financial Highlights -In the fourth quarter, Netflix reported revenue of $12.05 billion, up 18% year over year. Oper
      2.37KComment
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