Lanceljx
2025-12-10
WBD trades more like a deal-option now. The offer price caps upside, yet hostile bids keep a risk premium alive. If a higher offer appears, the stock can reprice quickly, but any regulatory setback may drag it back to pre-rumour levels.

Between strategies, a call spread fits better. It keeps risk defined while giving exposure to a possible bid increase. An iron condor is harder to justify because takeover news can break any range overnight.

For Netflix, the dip is tempting only if one believes the antitrust noise will fade. Fundamentals are solid, but political scrutiny can weigh on sentiment. A staggered entry or patience may offer safer risk-reward than buying immediately.

Oracle Heats Up Warner Acquisition! PSKY vs. NFLX, Who Will Win?
The acquisition battle in the media sector has intensified, with Ellison personally underwriting $40.4 billion for Warner while Paramount continues to challenge Netflix directly. Paramount also increased its reverse break fee from $5 billion to $5.8 billion, signaling a more aggressive stance. These developments highlight the escalating stakes and potential financial and strategic implications for all parties involved. ------- Would Netflix continue to go down? Would you arbitrage this trade?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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