Personally prefer paramount win

Yes Netflix 3 digit soon

$NFLX 20251212 96.0 PUT$ this put got assigned at $96. but will hold & sell covered call to earn premium income. no biggie

⚠️ Netflix May Lose Another $90? Short NFLX & Long WBD? Netflix has dropped nearly 15% in just two weeks, wiping out billions in market cap — while institutions are quietly turning bullish on Warner Bros. Discovery (WBD) and raising price targets. 📉📈 So what’s actually happening beneath the surface? And is there a real arbitrage opportunity between these two streaming giants? Let’s break it down. 👇 ⸻ 🎬 1. Netflix: Great Business, Tough Setup — Why the Selloff Accelerated Netflix’s fundamentals remain solid — but the stock entered overpriced territory, trading at a premium multiple even as subscriber momentum slowed. The recent drop is driven by: • 📉 Slowing subscriber net adds • 💸 Growing content costs (AI-driven VFX, rising talent expenses) • 📺 Re-acceleration of competition from Disn

Someone educate me. I saw in news that Netflix bought Warner for few billions the reporting was shadowing it's a done thing. So how does this Paramount thingy happen. Did Netflix not buy Warner, and Paramount offer is higher means it is still undecided? 

Interesting fight for WBD by both NFLX and PSKY, especially with its political overtones. This issue will drag on for a long way into 2026, so get the popcorn ready! @KSR  @J1000  @JoeSu  @Luciferpsycho  @teechunhui  @TMC  @Kcyap  @ST Joyful  @BeatriceChau  

I think previous precedent exists to suggest this is worth watching, I predict a rise in Netflix purely on the speculation that once trumps bluster is debunked market confidence will increase in typical bullish intuition.

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.

Too risky to trade now

$Warner Bros. Discovery(WBD)$   Paramount Escalates Battle for WBD With Hostile $30 Cash Offer Paramount intensified its bid to acquire Warner Bros. Discovery, launching a hostile all-cash tender offer at $30 per share above Netflix’s previously accepted $27.75 cash-and-stock deal. Backed by $41 billion in equity financing and $54 billion in debt commitments, the offer sets up a high-stakes contest that could prompt a counter-move from Netflix. WBD’s board reaffirmed support for its agreement with Netflix but will review Paramount’s proposal, which some analysts say could gain shareholder traction. A prolonged fight may lead to legal challenges, while questions around regulatory approval and deal synergies add f

I have a post on $Netflix(NFLX)$ after it was announced that they have won the bid to buy Warner Bros. Click here ! for the details and help to Repost so more people will know ok, tks! It was supposed to have been out on Mon, 08 Dec 2025 but review team was allegedly so busy, they did not do their job, it until Tuesday. Much have taken place since composing original post on Sunday. For a start, NFLX stock price continued to pullback as investors weren’t keen with the company buying Warner Bros; despite the extensive catalog of intellectual property (IPs) owned by the media giant. On Mon, 08 Dec 2025, NFLX fell (again) by -3.44% to close at $96.79 per share. (see below) In fac

Great buyout

Netflix Need A Few More Episodes Before The Plot Turns Bullish by Shivank Goswami Benzinga Contributor Follow Netflix (NASDAQ:NFLX)  has been at the center of market attention ever since it announced plans to acquire Warner Bros for $72 billion in equity value. What followed has been no less than a roller coaster move: first, reports of possible Justice Department intervention, and now Paramount's counteroffer of $108 billion, which has introduced a new layer of uncertainty into the deal. With all this unfolding, let's examine how Netflix is positioned under the Adhishthana principles and what the framework suggests for the stock going forward. Analysing Netflix Stock's Weekly Charts On the weekly timeframe, Netflix is currently in Phase 15, which places it in the middle of its Guna T

$Warner Bros. Discovery(WBD)$   Paramount Escalates Battle for WBD With Hostile $30 Cash Offer Paramount intensified its bid to acquire Warner Bros. Discovery, launching a hostile all-cash tender offer at $30 per share above Netflix’s previously accepted $27.75 cash-and-stock deal. Backed by $41 billion in equity financing and $54 billion in debt commitments, the offer sets up a high-stakes contest that could prompt a counter-move from Netflix. WBD’s board reaffirmed support for its agreement with Netflix but will review Paramount’s proposal, which some analysts say could gain shareholder traction. A prolonged fight may lead to legal challenges, while questions around regulatory approval and deal synergies add f

I am new user if 6 months , deleted another Mxxmxx cause here easier and winning more. Dunno why just like it

From my view, the $Paramount(PGRE)$ – $Netflix(NFLX)$ battle for $Warner Bros. Discovery(WBD)$ is now driven as much by politics as valuation. Paramount’s USD 30 all-cash bid values the full WBD empire higher, while Netflix’s mixed cash-stock offer faces more regulatory pushback. With WBD trading above USD 27.75, the market is clearly expecting either a higher bid or a longer fight. For trading, Netflix feels like an event-driven name now. With slowing growth and a huge acquisition uncertaint

win

Disclaimer: Not a serious follower or ran of either counter.  I think, this suggests a potential bullish outlook for WBD due to competing takeover bids, a bearish to neutral stance on NFLX due to acquisition risks and short-term financial strain, and a ratger limited, risky arbitrage opportunity that is primarily a bet on the deal's completion and regulatory approval. High stakes gamble IMHO.

I would wait until NFLX stock gets beaten down until 70 bucks, then buy it. Paramount coming in for hostile takeover of Warner creates trouble for NFLX. just take out your popcorn 🍿 and watch netflix to see who wins!