🚨 $Netflix(NFLX)$ Buying $Warner Bros. Discovery(WBD)$ for $82.7B 🚨This is an ERA-Ending Transformational Deal!The "small-upstart" that was once "doomed to lose" to Hollywood giants once they took streaming seriously, is buying out the biggest, most storied, and most famous movie studio, Warner Bros, and the "King of Premium Television" HBO.If 5 years ago you had told media "experts" and Wall Street analysts that Netflix would buy Warner Bros, they would have asked, "What are you smoking, and where can I get some"?Yet here we are.So what does this mean, and what are the implications?🔴 The Losers:1) The ConsumerThere is no doubt about it. Content quality will go down, and prices will go up. 2) Cinemas were
$SoFi Technologies Inc.(SOFI)$ will be included in the $S&P 500(.SPX)$ during tonight's rebalancing announcement. We've seen this movie before.When $SUPER MICRO COMPUTER INC(SMCI)$ joined the S&P, the company announced a $1.5B offering three weeks before the inclusion news.When $Tesla Motors(TSLA)$ joined the S&P, they had two offerings in three months...one was 8 weeks before inclusion news, one was just days before the inclusion news. Sounds familiar?SOFI just announced a $1.5B offering...today is the rebalancing & inclusion announcement, which would officially go into effect on December 19th (2 weeks o
$Harrow Health Inc(HROW)$ +12% 🟢The company just attended the Piper Sandler Healthcare Conference and got an overwhelmingly positive response. Institutional investors are finally realising $HROW potential.1) Melt 300 will be huge. This is Harrow's recently acquired non-opioid sedative that's highly effective for eye care procedures. Already, just this use case is massive. However, Harrow is planning to partner with other pharmaceutical companies to expand to new verticals, such as dental, plastic surgery, dermatology, and anxiety sedation.2) They are also seeking partners to potentially sell Melt internationally.3) VEVYE, their potential blockbuster dry eye disease drug, has doubled market share in just 2 quarters. Recently, it received a preferre
UBER & NBIS: Dallas Robotaxi Launch Marks Major Breakthrough for Avride
$Uber(UBER)$ and $NEBIUS(NBIS)$ Avride launching robotaxis in Dallas is a bigger deal than most think 🟢- NBIS Avride becomes only the 3rd company in the US behind $Alphabet(GOOGL)$ and $Tesla Motors(TSLA)$ offering paid robotaxi trips. This puts them in the same league as these trillion-dollar companies, despite being a small start-up.- This is also an extremely important symbolic milestone. Today, Avride's valuation in the eyes of potential investors has likely multiplied many times. - I wouldn't be surprised if Avride does a large raise in the next few months at a valuation significantly higher than the last $375M rai
OPEN: Bold Bet on a High-Conviction CEO Turnaround
I have a gut feeling that $Opendoor Technologies Inc(OPEN)$ is going to win in a very, very big way.I usually despise these retail-heavy/hyped plays, but I'll tell you what's different with this one...Kaz Nejatian.There's always that guy. Zuck is that guy. Elon is that guy. I think Kaz can be that guy.Not gonna flaunt his resume or give you facts about the guy. I don't need to.Stuff is actually happening.> ceo bought $1M worth of OPEN with personal funds> original founders re-joined & re-invested $40M> going all-in on AI & leaning out headcount> new team> vocal on social media + man of the people> unreal network + partnership opps> massive addressable marketThe thing with elite CEOs, it doesn't matter if their current
$Snap Inc(SNAP)$ 1-2 week swing idea on everyone's *favorite* stock, If you guys know SNAP, you know it acts like your crazy ex girlfriend.BUT I'm comfortable with the risk level on the chart, which (for me) is a daily close under $7.50.So I'm risking sixteen cents on the downside, for a 10%+ move back over $8.50.Put/call ratio is 0.23 since Nov 1st, per bullflowio, meaning tons of call buying activity. Smaller catalyst I'm watching during holiday shopping is SNAP's shoppable ecommerce AR experience that's available through new year's eve.SNAP now $7.66. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.Complete
$IREN Ltd(IREN)$ raising $2B in notes is part of the course, and there will be more raises.IREN certainly is a very promising AI infrastructure company, but some investors have delusional aspirations.IREN will not generate $29B in revenues from 3GW in 3 years as some claim.The $Microsoft(MSFT)$ deal costs $8.8B to bring 200MW online. That is $44M per MW to have a bare metal facility.If IREN were to turn 3GW into bare metal, they would need $132B.There is just no reasonable scenario in which they raise that kind of money. Yes, MSFT will provide pre-payments and $Dell Technologies Inc.(DELL)$ vendor financing for GPUs, maybe $