To The Moon

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

I view Paramount as a highly problematic company. A business being so opportunistic and firmly entrenching themselves with their borderline despotic president should concern investors and consumers alike. Paramount chose to fork out money and settle, when Trunp came knocking with a weak lawsuit, then made the decision to put an end to Stephen Colbert's populr Late Show. For a private company to be so willing to capitulate to their highly litigious president and part ways with 16m, all to get their merger to go through (Paramount and Skydance) should raise huge question marks. And if we look at the PSKY CEO, who seems to be using his dad as his crutch and bank to get things done, it feels even more icky. Much like his dad, who has questionable ethics (while handling Oracle, and si

$Netflix(NFLX)$ $Paramount Global(PARAP)$ 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

More familiar with Netflix but short-term too uncertain and needs patience to wait.

$Netflix(NFLX)$  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?

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

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

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

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

🌟🌟🌟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

$Netflix(NFLX)$  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.

$Netflix(NFLX)$ 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

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.

will consider at usd70

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 $Paramount Skydance Corp(PSKY)$ <

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

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

$Netflix(NFLX)$ 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

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 -

$Netflix(NFLX)$ $Paramount Global(PARAP)$ 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

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

I view Paramount as a highly problematic company. A business being so opportunistic and firmly entrenching themselves with their borderline despotic president should concern investors and consumers alike. Paramount chose to fork out money and settle, when Trunp came knocking with a weak lawsuit, then made the decision to put an end to Stephen Colbert's populr Late Show. For a private company to be so willing to capitulate to their highly litigious president and part ways with 16m, all to get their merger to go through (Paramount and Skydance) should raise huge question marks. And if we look at the PSKY CEO, who seems to be using his dad as his crutch and bank to get things done, it feels even more icky. Much like his dad, who has questionable ethics (while handling Oracle, and si

🌟🌟🌟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

$Netflix(NFLX)$ 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

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

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

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 $Paramount Skydance Corp(PSKY)$ <

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

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

$Netflix(NFLX)$   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

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

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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

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

🎬 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

$Netflix(NFLX)$ $Warner Bros. Discovery(WBD)$  $Paramount Skydance Corp(PSKY)$   Europe has become the decisive battleground for the $83B $NFLX–$WBD endgame, and markets are already repricing the outcome. 🇺🇸➡️🇪🇺 US pressure is not landing, so the resistance has shifted offshore. The anti-$NFLX campaign has now firmly moved into Europe as scrutiny intensifies around the proposed $83B transaction involving $WBD. This is no longer Washington noise, it is a regulatory and cultural battleground. 🎬 David Ellison of $PSKY has been on the ground in Paris, meeting directly with President Macron and senior film executives. Paramount teams have made

$Netflix(NFLX)$ 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