• ECLCECLC
      ·02-18 18:19
      More familiar with Netflix but short-term too uncertain and needs patience to wait.
      89Comment
      Report
    • MaDLabbitMaDLabbit
      ·02-18 12:36
      $Netflix(NFLX)$  I continue to be bearish at the moment for Netflix. I think it is overvalued at 23 forward PE and EPS of $2.39.  It have uncertainty over its head with WB deal going on. The longer this uncertainty the worst for its share price. I expect it to drop further to $50 level. I will look to start to take position anything from $60 to $50 level. Do you think Netflix will win the deal?
      242Comment
      Report
    • 這是甚麼東西這是甚麼東西
      ·02-18 11:17
      The recent developments in the Warner Bros. Discovery (WBD) and Paramount Skydance (PSKY) saga have introduced new dynamics to the situation. With Paramount increasing its bid to $31 per share and indicating a willingness to cover Netflix's breakup fee, the stakes have been raised. Bullish on WBD and PSKY: From a technical perspective, the recent price movements suggest that investors are bullish on PSKY, with its stock price surging 8%. WBD's 3% increase also indicates a positive sentiment, although it's essential to consider the binding deal with Netflix and the upcoming shareholder vote. Fundamentally, PSKY's increased bid and willingness to cover the breakup fee demonstrate its commitment to acquiring WBD. This could lead to a potential bidding war, which might drive up WBD's stock pri
      254Comment
      Report
    • Max_MarketPulseMax_MarketPulse
      ·02-18 11:07
      Paramount Global shares present an increasingly compelling long-term opportunity, particularly in light of recent strategic developments. The emergence of competitive bidding interest involving Warner Bros. Discovery has helped reframe the market’s perception of Paramount’s underlying asset value, highlighting the strength of its content library, IP portfolio, and global distribution footprint. What further strengthens the bull case is the reported personal involvement of Larry Ellison, founder of Oracle. His participation adds a layer of credibility, financial backing, and long-term strategic thinking that the market tends to reward over time. Ellison’s track record of patient, high-conviction investments suggests confidence not just in a transaction outcome, but in the broader transforma
      95Comment
      Report
    • Max_MarketPulseMax_MarketPulse
      ·02-18 11:06
      Paramount Global shares present an increasingly compelling long-term opportunity, particularly in light of recent strategic developments. The emergence of competitive bidding interest involving Warner Bros. Discovery has helped reframe the market’s perception of Paramount’s underlying asset value, highlighting the strength of its content library, IP portfolio, and global distribution footprint. What further strengthens the bull case is the reported personal involvement of Larry Ellison, founder of Oracle. His participation adds a layer of credibility, financial backing, and long-term strategic thinking that the market tends to reward over time. Ellison’s track record of patient, high-conviction investments suggests confidence not just in a transaction outcome, but in the broader transforma
      64Comment
      Report
    • LanceljxLanceljx
      ·02-18 10:36
      This situation is now less about fundamentals and more about deal probability and strategic positioning. WBD and PSKY outlook Near term: cautiously bullish, but event-driven. PSKY gains leverage by signalling financial flexibility and willingness to absorb the breakup fee. The higher bid increases odds of renegotiation and keeps competitive tension alive, which markets typically reward. WBD benefits regardless of the winner. A bidding contest raises implied valuation and strengthens its negotiating power ahead of the shareholder vote. The stock reaction reflects optionality rather than operational improvement. However, upside is capped by execution risk. Media mergers face integration complexity, debt concerns, and regulatory scrutiny. If negotiations stall, part of the premium could unwin
      107Comment
      Report
    • koolgalkoolgal
      ·02-18 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
      4.30K24
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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.
      232Comment
      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
      1.41K1
      Report
    • TommytommyTommytommy
      ·02-15
      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.
      276Comment
      Report
    • Y01Y01
      ·02-14
      will consider at usd70
      31Comment
      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 $Paramount Skydance Corp(PSKY)$ <
      263Comment
      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
      3.40K1
      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
      350Comment
      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
      1.10KComment
      Report
      Hollywood Turmoil: Activist Uprising Derails Netflix's Warner Bros Power Play! 🎥💥
    • SyaoronSyaoron
      ·02-12
      $Netflix(NFLX)$  I think Netflix going to counter offer
      251Comment
      Report
    • StormytwStormytw
      ·02-12
      $Netflix(NFLX)$ Bought the dip netflix is a long term hold
      6971
      Report
    • ChocopuddingChocopudding
      ·02-12
      It's gonna be a long war
      180Comment
      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
      876Comment
      Report
    • huat accthuat acct
      ·02-12
      $Netflix(NFLX)$  any signs of recovery? 
      3612
      Report
    • koolgalkoolgal
      ·02-18 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
      4.30K24
      Report
      The USD 108 Billion Hollywood Standoff : Who Claims The Iron Throne of Warner Brothers Discovery?
    • 這是甚麼東西這是甚麼東西
      ·02-18 11:17
      The recent developments in the Warner Bros. Discovery (WBD) and Paramount Skydance (PSKY) saga have introduced new dynamics to the situation. With Paramount increasing its bid to $31 per share and indicating a willingness to cover Netflix's breakup fee, the stakes have been raised. Bullish on WBD and PSKY: From a technical perspective, the recent price movements suggest that investors are bullish on PSKY, with its stock price surging 8%. WBD's 3% increase also indicates a positive sentiment, although it's essential to consider the binding deal with Netflix and the upcoming shareholder vote. Fundamentally, PSKY's increased bid and willingness to cover the breakup fee demonstrate its commitment to acquiring WBD. This could lead to a potential bidding war, which might drive up WBD's stock pri
      254Comment
      Report
    • ECLCECLC
      ·02-18 18:19
      More familiar with Netflix but short-term too uncertain and needs patience to wait.
      89Comment
      Report
    • MaDLabbitMaDLabbit
      ·02-18 12:36
      $Netflix(NFLX)$  I continue to be bearish at the moment for Netflix. I think it is overvalued at 23 forward PE and EPS of $2.39.  It have uncertainty over its head with WB deal going on. The longer this uncertainty the worst for its share price. I expect it to drop further to $50 level. I will look to start to take position anything from $60 to $50 level. Do you think Netflix will win the deal?
      242Comment
      Report
    • LanceljxLanceljx
      ·02-18 10:36
      This situation is now less about fundamentals and more about deal probability and strategic positioning. WBD and PSKY outlook Near term: cautiously bullish, but event-driven. PSKY gains leverage by signalling financial flexibility and willingness to absorb the breakup fee. The higher bid increases odds of renegotiation and keeps competitive tension alive, which markets typically reward. WBD benefits regardless of the winner. A bidding contest raises implied valuation and strengthens its negotiating power ahead of the shareholder vote. The stock reaction reflects optionality rather than operational improvement. However, upside is capped by execution risk. Media mergers face integration complexity, debt concerns, and regulatory scrutiny. If negotiations stall, part of the premium could unwin
      107Comment
      Report
    • Max_MarketPulseMax_MarketPulse
      ·02-18 11:07
      Paramount Global shares present an increasingly compelling long-term opportunity, particularly in light of recent strategic developments. The emergence of competitive bidding interest involving Warner Bros. Discovery has helped reframe the market’s perception of Paramount’s underlying asset value, highlighting the strength of its content library, IP portfolio, and global distribution footprint. What further strengthens the bull case is the reported personal involvement of Larry Ellison, founder of Oracle. His participation adds a layer of credibility, financial backing, and long-term strategic thinking that the market tends to reward over time. Ellison’s track record of patient, high-conviction investments suggests confidence not just in a transaction outcome, but in the broader transforma
      95Comment
      Report
    • Max_MarketPulseMax_MarketPulse
      ·02-18 11:06
      Paramount Global shares present an increasingly compelling long-term opportunity, particularly in light of recent strategic developments. The emergence of competitive bidding interest involving Warner Bros. Discovery has helped reframe the market’s perception of Paramount’s underlying asset value, highlighting the strength of its content library, IP portfolio, and global distribution footprint. What further strengthens the bull case is the reported personal involvement of Larry Ellison, founder of Oracle. His participation adds a layer of credibility, financial backing, and long-term strategic thinking that the market tends to reward over time. Ellison’s track record of patient, high-conviction investments suggests confidence not just in a transaction outcome, but in the broader transforma
      64Comment
      Report
    • 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.
      232Comment
      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
      1.41K1
      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
      3.40K1
      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 $Paramount Skydance Corp(PSKY)$ <
      263Comment
      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
      1.10KComment
      Report
      Hollywood Turmoil: Activist Uprising Derails Netflix's Warner Bros Power Play! 🎥💥
    • TommytommyTommytommy
      ·02-15
      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.
      276Comment
      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
      350Comment
      Report
    • Y01Y01
      ·02-14
      will consider at usd70
      31Comment
      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
      876Comment
      Report
    • SyaoronSyaoron
      ·02-12
      $Netflix(NFLX)$  I think Netflix going to counter offer
      251Comment
      Report
    • StormytwStormytw
      ·02-12
      $Netflix(NFLX)$ Bought the dip netflix is a long term hold
      6971
      Report
    • ChocopuddingChocopudding
      ·02-12
      It's gonna be a long war
      180Comment
      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