Netflix +13%: $2.8B Breakup Win for Further Rally?

Netflix surged 13% after walking away from a bidding war and restarting share buybacks. By refusing to raise its offer for Warner assets, the company avoids higher leverage, regulatory drag, and integration risk — while potentially pocketing a $2.8B breakup fee, more than last quarter’s net profit. During deal uncertainty, NFLX had fallen roughly 20%, reflecting merger-risk discounts. With that overhang lifted, valuation compression begins to unwind. Is this just phase one of a 15–25% valuation recovery? Or has the market already priced in the breakup premium and buyback boost?

+ Follow

+13

Shyon

03-12

In my view, Netflix $Netflix(NFLX)$ walking away from the $82.7B acquisition is a classic case of risk removal unlocking valuation. For months the market priced in concerns like higher debt, integration risk, and regulatory delays. Once the deal was dropped and buybacks resumed, that uncertainty disappeared quickly. 📈 The $2.8B breakup compensation also strengthens the story. Instead of spending heavily on an acquisition, Netflix adds a meaningful cash buffer while keeping flexibility. That signals management is focused on capital discipline and shareholder returns. 💰 So I lean toward Option A — risk removal = more upside. The rally looks like the first stage of valuation repair after the stock fell nearly 20% during the uncertainty period. If e

JC888

02-26

NFLX - Last Chance to Buy 'Cheap' ?

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 -

NFLX - Last Chance to Buy 'Cheap' ?

xc__

02-26

Netflix Ready to Crush the Competition? 🚀 Bidding War Ignites Fresh Hope!

$Netflix(NFLX)$ Buckle up, entertainment fans – the showdown for Warner Bros. Discovery is turning into a blockbuster thriller! 😎 Paramount just cranked up the heat with a juicy $31 per share all-cash offer for the whole empire, tossing in a massive $7 billion regulatory safety net and even covering that pesky $2.8 billion breakup tab Warner owes Netflix if things go south. But hold your popcorn 🍿 – Netflix's ironclad $27.75 per share deal for the studio and streaming jewels stays locked in, set to seal by Q3. Experts are buzzing that Netflix holds the edge, ready to swoop in and match or topple that rival bid like a boss. 💥 Why the sudden Netflix stock surge? Shares exploded nearly 6% yesterday, clawing back from a brutal 19% year-to-date slide t

Netflix Ready to Crush the Competition? 🚀 Bidding War Ignites Fresh Hope!

xc__

02-19

Paramount's $31 WBD Bid Sparks Hollywood Takeover Firestorm: Netflix Dip Goldmine or WBD Breakout Bonanza? 😱💥

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

Paramount's $31 WBD Bid Sparks Hollywood Takeover Firestorm: Netflix Dip Goldmine or WBD Breakout Bonanza? 😱💥

WeChats

02-28

Netflix’s +13% Breakup Rally: Is the $2.8B Windfall a Generational Buy Signal or a Squeeze to Fade? NFLX just violently re-priced, ripping 13% higher after dropping a pre-market bombshell: they are officially walking away from the Warner assets bidding war. By refusing to chase a bloated valuation, Netflix not only dodges a massive leverage bullet but pockets a staggering $2.8B breakup fee—a sum larger than their entire net profit from last quarter. With share buybacks immediately back on the menu, the suffocating M&A overhang that choked the stock is gone. But for active traders, the critical question is this: Is this massive gap-up the beginning of a sustained 15–25% valuation recovery, or has the market already fully priced in the good news? Let’s break down the setup. 1️⃣ The Anato

koolgal

02-18

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

The USD 108 Billion Hollywood Standoff : Who Claims The Iron Throne of Warner Brothers Discovery?

xc__

02-19

Paramount's $31 WBD Bid Sparks Hollywood Takeover Firestorm: Netflix Dip Goldmine or WBD Breakout Bonanza? 😱💥

Optionspuppy

02-28

Why I buy Netflix last week . SGD 688 Cash Vouchers* up for grabs

I bought shares of Netflix last week because I believe the company is entering another strong growth phase. Over the past year, Netflix has shown that it can adapt and stay ahead in the highly competitive streaming industry. Even with competitors like Disney and Amazon investing heavily in content, Netflix continues to lead in global subscriber numbers and brand recognition. One key reason I decided to buy is its focus on profitability rather than just subscriber growth. Netflix has been increasing its operating margins while managing content spending more carefully. The introduction of its ad-supported subscription tier also opens a new revenue stream, attracting price-sensitive customers while boosting advertising income. This diversification strengthens its long-term business model. Ano

Why I buy Netflix last week . SGD 688 Cash Vouchers* up for grabs

L.Lim

02-27

Interesting to note that WBD and Paramount both suffered significant losses recently. The Paramount acquisition of WBD is problematic, simply because there seems to be nefarious intent by the Ellison family to monopolise the media, with speculations rife that the news segment (CNN) is the biggest target. Worryingly, the news landscape in the united states seems to be targeted to sowing tensions and mistrust among their citizens. Fox news ironically claimed they are entertaining viewers (and not doing factual reporting) when taken to court for making false claims about voting machines in usa elections. All the misinformation seeks to achieve is to further polarise the sentiments between the two ends of their political spectrum. We need to realise that while it seems like a united

Tiger_comments

02-28

Netflix +13%: $2.8B Breakup Win for Further Rally?

After months of uncertainty surrounding its proposed $82.7B acquisition, $Netflix(NFLX)$ walked away — and the stock surged 13%. The rally wasn’t about sudden earnings strength. It was about risk removal. By refusing to raise its bid and restarting share buybacks, Netflix effectively eliminated acquisition premium risk, debt overhang concerns, integration uncertainty, and regulatory delays from its valuation model. Adding fuel to the move, Netflix is set to receive roughly $2.8B in breakup compensation — exceeding its most recent quarterly net income — while avoiding a prolonged antitrust battle. The stock had fallen nearly 20% during the deal uncertainty phase, reflecting risk discounting rather than fundamental deterioration. With that overhang

Netflix +13%: $2.8B Breakup Win for Further Rally?

TBI

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

[5] NFLX, ABNB, EDU

這是甚麼東西

02-18

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

koolgal

03-01

🌟🌟 $Netflix(NFLX)$ is a winner by walking away from $Warner Bros. Discovery(WBD)$ deal & its investors are celebrating. While $Paramount Skydance Corp(PSKY )$ walks away with the prize & USD 50 Billion in debt that comes with it, Netflix has staged a spectacular 13.7% jump to USD 96.24. Why is Market Cheering Netflix's Exit? Risk Removal =Massive Upside. Netflix avoids a massive debt mountain & regulatory nightmare. It also collects USD2.8 billion break up fee - enough to fund about 30 major films. It is also a sentiment driven rally. N

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

Hollywood Turmoil: Activist Uprising Derails Netflix's Warner Bros Power Play! 🎥💥

MHh

03-01

I would say b. Market is just relieved that Netflix decided to walk away from a risky deal that might not pay off. However, fundamentally the company remains the same, with the same challenges. It has always been about subscriptions and whether it can generate other streams of revenue such as from advertisements. The real report card is still earnings and expected performance in the coming quarters. Investors want to know this as income is undeniably vital for any company to stay afloat. This has not been addressed and so Netflix is not in a strong position to acquire Warner bro and this talk about acquisition is nothing but a distraction that has spooked fears in investors. Netflix still needs to address the crux of the issue which will shed light on its viability.

zhingle

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

Success88

03-09

War time too bad will down back soon

L.Lim

02-19

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

Barcode

01-17

📉🎬🇪🇺 Netflix vs Europe, $83B at Stake as Warner Deal Odds Slide and Valuation Resets 🍿🎥📉

$Netflix(NFLX)$ $Warner Bros. Discovery(WBD)$ $Paramount Skydance Corp(PSKY)$ 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 vs Europe, $83B at Stake as Warner Deal Odds Slide and Valuation Resets 🍿🎥📉

AI Mastero

03-03

Abandoning the deal for whatever reasons was considered the best for Netflix and market has acknowledged that first. So that is a close call to sentiment. Further price development depends on actual revenue and profit growth combined with guidance. Innovation arm is still lagging behind

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Once the deal was dropped and buybacks resumed, that uncertainty disappeared quickly. 📈 The $2.8B breakup compensation also strengthens the story. Instead of spending heavily on an acquisition, Netflix adds a meaningful cash buffer while keeping flexibility. That signals management is focused on capital discipline and shareholder returns. 💰 So I lean toward Option A — risk removal = more upside. The rally looks like the first stage of valuation repair after the stock fell nearly 20% during the uncertainty period. If e","text":"In my view, Netflix $Netflix(NFLX)$ walking away from the $82.7B acquisition is a classic case of risk removal unlocking valuation. For months the market priced in concerns like higher debt, integration risk, and regulatory delays. Once the deal was dropped and buybacks resumed, that uncertainty disappeared quickly. 📈 The $2.8B breakup compensation also strengthens the story. Instead of spending heavily on an acquisition, Netflix adds a meaningful cash buffer while keeping flexibility. That signals management is focused on capital discipline and shareholder returns. 💰 So I lean toward Option A — risk removal = more upside. The rally looks like the first stage of valuation repair after the stock fell nearly 20% during the uncertainty period. If e","images":[{"img":"https://community-static.tradeup.com/news/73134653a6047287f2996713a126437a"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/541786903421352","isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000554","authorId":"9000000000000554","name":"IrmaBurke","avatar":"https://static.tigerbbs.com/a5d8c2eb1c079c85b43879eb951e8684","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000554","idStr":"9000000000000554"},"content":"Spot on! Risk removal unlocked Netflix's true potential. Bullish on the rebound. 🚀","text":"Spot on! Risk removal unlocked Netflix's true potential. Bullish on the rebound. 🚀","html":"Spot on! Risk removal unlocked Netflix's true potential. Bullish on the rebound. 🚀"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":540699858060728,"gmtCreate":1773028523105,"gmtModify":1773032690023,"author":{"id":"4101948424484190","authorId":"4101948424484190","name":"Success88","avatar":"https://static.itradeup.com/news/4408e1a22d73e99adb53aa65dde8ad91","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101948424484190","idStr":"4101948424484190"},"themes":[],"htmlText":"War time too bad will down back soon","listText":"War time too bad will down back soon","text":"War time too bad will down back soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/540699858060728","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":538638071268440,"gmtCreate":1772525116074,"gmtModify":1772525120342,"author":{"id":"4104999657240490","authorId":"4104999657240490","name":"AI Mastero","avatar":"https://community-static.tradeup.com/news/2f4df0d4c4b80be617d7c4184182b5e0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4104999657240490","idStr":"4104999657240490"},"themes":[],"htmlText":"Abandoning the deal for whatever reasons was considered the best for Netflix and market has acknowledged that first. So that is a close call to sentiment. Further price development depends on actual revenue and profit growth combined with guidance. Innovation arm is still lagging behind","listText":"Abandoning the deal for whatever reasons was considered the best for Netflix and market has acknowledged that first. So that is a close call to sentiment. Further price development depends on actual revenue and profit growth combined with guidance. Innovation arm is still lagging behind","text":"Abandoning the deal for whatever reasons was considered the best for Netflix and market has acknowledged that first. So that is a close call to sentiment. Further price development depends on actual revenue and profit growth combined with guidance. Innovation arm is still lagging behind","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/538638071268440","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":538035872966008,"gmtCreate":1772375540390,"gmtModify":1772375545839,"author":{"id":"4101948424484190","authorId":"4101948424484190","name":"Success88","avatar":"https://static.itradeup.com/news/4408e1a22d73e99adb53aa65dde8ad91","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101948424484190","idStr":"4101948424484190"},"themes":[],"htmlText":"Yes a few month ago I already see that Netflix will up after break the resistance point.","listText":"Yes a few month ago I already see that Netflix will up after break the resistance point.","text":"Yes a few month ago I already see that Netflix will up after break the resistance point.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/538035872966008","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537913256600832,"gmtCreate":1772348185288,"gmtModify":1772442545776,"author":{"id":"4091758936365950","authorId":"4091758936365950","name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091758936365950","idStr":"4091758936365950"},"themes":[],"htmlText":"I would say b. Market is just relieved that Netflix decided to walk away from a risky deal that might not pay off. However, fundamentally the company remains the same, with the same challenges. It has always been about subscriptions and whether it can generate other streams of revenue such as from advertisements. The real report card is still earnings and expected performance in the coming quarters. Investors want to know this as income is undeniably vital for any company to stay afloat. This has not been addressed and so Netflix is not in a strong position to acquire Warner bro and this talk about acquisition is nothing but a distraction that has spooked fears in investors. Netflix still needs to address the crux of the issue which will shed light on its viability.","listText":"I would say b. Market is just relieved that Netflix decided to walk away from a risky deal that might not pay off. However, fundamentally the company remains the same, with the same challenges. It has always been about subscriptions and whether it can generate other streams of revenue such as from advertisements. The real report card is still earnings and expected performance in the coming quarters. Investors want to know this as income is undeniably vital for any company to stay afloat. This has not been addressed and so Netflix is not in a strong position to acquire Warner bro and this talk about acquisition is nothing but a distraction that has spooked fears in investors. Netflix still needs to address the crux of the issue which will shed light on its viability.","text":"I would say b. Market is just relieved that Netflix decided to walk away from a risky deal that might not pay off. However, fundamentally the company remains the same, with the same challenges. It has always been about subscriptions and whether it can generate other streams of revenue such as from advertisements. The real report card is still earnings and expected performance in the coming quarters. Investors want to know this as income is undeniably vital for any company to stay afloat. This has not been addressed and so Netflix is not in a strong position to acquire Warner bro and this talk about acquisition is nothing but a distraction that has spooked fears in investors. Netflix still needs to address the crux of the issue which will shed light on its viability.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/537913256600832","isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537761773413568,"gmtCreate":1772311185144,"gmtModify":1772331432890,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"htmlText":"🌟🌟<a href=\"https://ttm.financial/S/NFLX\"> $Netflix(NFLX)$ </a>is a winner by walking away from <a href=\"https://ttm.financial/S/WBD\"> $Warner Bros. Discovery(WBD)$ </a>deal &amp; its investors are celebrating.&nbsp; While <a href=\"https://ttm.financial/S/PSKY\"> $Paramount Skydance Corp(</a><a href=\"https://ttm.financial/S/PSKY\">PSKY</a><a href=\"https://ttm.financial/S/PSKY\">)$ </a>walks away with the prize &amp; USD 50 Billion in debt that comes with it,&nbsp; Netflix has staged a spectacular 13.7% jump to USD 96.24. Why is Market Cheering Netflix's Exit? Risk Removal =Massive Upside.&nbsp; Netflix avoids a massive debt mountain &amp; regulatory nightmare.&nbsp; It also collects USD2.8 billion break up fee - enough to fund about 30 major films. It is also a sentiment driven rally.&nbsp; N","listText":"🌟🌟<a href=\"https://ttm.financial/S/NFLX\"> $Netflix(NFLX)$ </a>is a winner by walking away from <a href=\"https://ttm.financial/S/WBD\"> $Warner Bros. Discovery(WBD)$ </a>deal &amp; its investors are celebrating.&nbsp; While <a href=\"https://ttm.financial/S/PSKY\"> $Paramount Skydance Corp(</a><a href=\"https://ttm.financial/S/PSKY\">PSKY</a><a href=\"https://ttm.financial/S/PSKY\">)$ </a>walks away with the prize &amp; USD 50 Billion in debt that comes with it,&nbsp; Netflix has staged a spectacular 13.7% jump to USD 96.24. Why is Market Cheering Netflix's Exit? Risk Removal =Massive Upside.&nbsp; Netflix avoids a massive debt mountain &amp; regulatory nightmare.&nbsp; It also collects USD2.8 billion break up fee - enough to fund about 30 major films. It is also a sentiment driven rally.&nbsp; N","text":"🌟🌟 $Netflix(NFLX)$ is a winner by walking away from $Warner Bros. Discovery(WBD)$ deal & its investors are celebrating. While $Paramount Skydance Corp(PSKY)$ walks away with the prize & USD 50 Billion in debt that comes with it, Netflix has staged a spectacular 13.7% jump to USD 96.24. Why is Market Cheering Netflix's Exit? Risk Removal =Massive Upside. Netflix avoids a massive debt mountain & regulatory nightmare. It also collects USD2.8 billion break up fee - enough to fund about 30 major films. It is also a sentiment driven rally. N","images":[{"img":"https://community-static.tradeup.com/news/e594a0bf8c28017cdd7f97cc0829a9c6"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":6,"repostSize":18,"link":"https://ttm.financial/post/537761773413568","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":537623815321056,"gmtCreate":1772277532160,"gmtModify":1772277537442,"author":{"id":"4143001014413252","authorId":"4143001014413252","name":"TimothyX","avatar":"https://community-static.tradeup.com/news/88095d545705c78d936c6451b3bf62a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143001014413252","idStr":"4143001014413252"},"themes":[],"htmlText":"By refusing to raise its bid and restarting share buybacks, Netflix effectively eliminated acquisition premium risk, debt overhang concerns, integration uncertainty, and regulatory delays from its valuation model. Adding fuel to the move, Netflix is set to receive roughly $2.8B in breakup compensation — exceeding its most recent quarterly net income — while avoiding a prolonged antitrust battle.","listText":"By refusing to raise its bid and restarting share buybacks, Netflix effectively eliminated acquisition premium risk, debt overhang concerns, integration uncertainty, and regulatory delays from its valuation model. Adding fuel to the move, Netflix is set to receive roughly $2.8B in breakup compensation — exceeding its most recent quarterly net income — while avoiding a prolonged antitrust battle.","text":"By refusing to raise its bid and restarting share buybacks, Netflix effectively eliminated acquisition premium risk, debt overhang concerns, integration uncertainty, and regulatory delays from its valuation model. Adding fuel to the move, Netflix is set to receive roughly $2.8B in breakup compensation — exceeding its most recent quarterly net income — while avoiding a prolonged antitrust battle.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537623815321056","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537632667227808,"gmtCreate":1772277386566,"gmtModify":1772277391748,"author":{"id":"4144844151777102","authorId":"4144844151777102","name":"Cadi Poon","avatar":"https://community-static.tradeup.com/news/c61260ad7946980c4c2c1b47d8284c1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144844151777102","idStr":"4144844151777102"},"themes":[],"htmlText":"After months of uncertainty surrounding its proposed $82.7B acquisition, $Netflix(NFLX)$ walked away — and the stock surged 13%. The rally wasn’t about sudden earnings strength. It was about risk removal.","listText":"After months of uncertainty surrounding its proposed $82.7B acquisition, $Netflix(NFLX)$ walked away — and the stock surged 13%. The rally wasn’t about sudden earnings strength. It was about risk removal.","text":"After months of uncertainty surrounding its proposed $82.7B acquisition, $Netflix(NFLX)$ walked away — and the stock surged 13%. The rally wasn’t about sudden earnings strength. It was about risk removal.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537632667227808","isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537617957991960,"gmtCreate":1772276103224,"gmtModify":1772276107543,"author":{"id":"4125532638806262","authorId":"4125532638806262","name":"ECLC","avatar":"https://community-static.tradeup.com/news/09fb0c58bc7fe8c4936dcdd44711a4e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125532638806262","idStr":"4125532638806262"},"themes":[],"htmlText":"B. Rally is mostly sentiment-driven. since surge after fallen much.","listText":"B. Rally is mostly sentiment-driven. since surge after fallen much.","text":"B. Rally is mostly sentiment-driven. since surge after fallen much.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537617957991960","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537581684256848,"gmtCreate":1772267061682,"gmtModify":1772268246291,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4186204260634262","idStr":"4186204260634262"},"themes":[],"title":"","htmlText":"Netflix’s +13% Breakup Rally: Is the $2.8B Windfall a Generational Buy Signal or a Squeeze to Fade? NFLX just violently re-priced, ripping 13% higher after dropping a pre-market bombshell: they are officially walking away from the Warner assets bidding war. By refusing to chase a bloated valuation, Netflix not only dodges a massive leverage bullet but pockets a staggering $2.8B breakup fee—a sum larger than their entire net profit from last quarter. With share buybacks immediately back on the menu, the suffocating M&amp;A overhang that choked the stock is gone. But for active traders, the critical question is this: Is this massive gap-up the beginning of a sustained 15–25% valuation recovery, or has the market already fully priced in the good news? Let’s break down the setup. 1️⃣ The Anato","listText":"Netflix’s +13% Breakup Rally: Is the $2.8B Windfall a Generational Buy Signal or a Squeeze to Fade? NFLX just violently re-priced, ripping 13% higher after dropping a pre-market bombshell: they are officially walking away from the Warner assets bidding war. By refusing to chase a bloated valuation, Netflix not only dodges a massive leverage bullet but pockets a staggering $2.8B breakup fee—a sum larger than their entire net profit from last quarter. With share buybacks immediately back on the menu, the suffocating M&amp;A overhang that choked the stock is gone. But for active traders, the critical question is this: Is this massive gap-up the beginning of a sustained 15–25% valuation recovery, or has the market already fully priced in the good news? Let’s break down the setup. 1️⃣ The Anato","text":"Netflix’s +13% Breakup Rally: Is the $2.8B Windfall a Generational Buy Signal or a Squeeze to Fade? NFLX just violently re-priced, ripping 13% higher after dropping a pre-market bombshell: they are officially walking away from the Warner assets bidding war. By refusing to chase a bloated valuation, Netflix not only dodges a massive leverage bullet but pockets a staggering $2.8B breakup fee—a sum larger than their entire net profit from last quarter. With share buybacks immediately back on the menu, the suffocating M&A overhang that choked the stock is gone. But for active traders, the critical question is this: Is this massive gap-up the beginning of a sustained 15–25% valuation recovery, or has the market already fully priced in the good news? Let’s break down the setup. 1️⃣ The Anato","images":[{"img":"https://community-static.tradeup.com/news/151fb7c16f72281ea97827251586d0b0","width":"820","height":"1586"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537581684256848","isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":537559146177168,"gmtCreate":1772261701459,"gmtModify":1772265589186,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://static.tigerbbs.com/caf34258aff8afe478620b82647f1199","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4089501973615070","idStr":"4089501973615070"},"themes":[],"title":"Why I buy Netflix last week . SGD 688 Cash Vouchers* up for grabs","htmlText":"I bought shares of Netflix last week because I believe the company is entering another strong growth phase. Over the past year, Netflix has shown that it can adapt and stay ahead in the highly competitive streaming industry. Even with competitors like Disney and Amazon investing heavily in content, Netflix continues to lead in global subscriber numbers and brand recognition. One key reason I decided to buy is its focus on profitability rather than just subscriber growth. Netflix has been increasing its operating margins while managing content spending more carefully. The introduction of its ad-supported subscription tier also opens a new revenue stream, attracting price-sensitive customers while boosting advertising income. This diversification strengthens its long-term business model. Ano","listText":"I bought shares of Netflix last week because I believe the company is entering another strong growth phase. Over the past year, Netflix has shown that it can adapt and stay ahead in the highly competitive streaming industry. Even with competitors like Disney and Amazon investing heavily in content, Netflix continues to lead in global subscriber numbers and brand recognition. One key reason I decided to buy is its focus on profitability rather than just subscriber growth. Netflix has been increasing its operating margins while managing content spending more carefully. The introduction of its ad-supported subscription tier also opens a new revenue stream, attracting price-sensitive customers while boosting advertising income. This diversification strengthens its long-term business model. Ano","text":"I bought shares of Netflix last week because I believe the company is entering another strong growth phase. Over the past year, Netflix has shown that it can adapt and stay ahead in the highly competitive streaming industry. Even with competitors like Disney and Amazon investing heavily in content, Netflix continues to lead in global subscriber numbers and brand recognition. One key reason I decided to buy is its focus on profitability rather than just subscriber growth. Netflix has been increasing its operating margins while managing content spending more carefully. The introduction of its ad-supported subscription tier also opens a new revenue stream, attracting price-sensitive customers while boosting advertising income. This diversification strengthens its long-term business model. Ano","images":[{"img":"https://community-static.tradeup.com/news/1e1cc869b657f8d0f72aad1be0b97a05","width":"364","height":"572"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":79,"commentSize":4,"repostSize":18,"link":"https://ttm.financial/post/537559146177168","isVote":1,"tweetType":1,"viewCount":1480,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000654","authorId":"9000000000000654","name":"ChloeKeynes","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000654","idStr":"9000000000000654"},"content":"Spot on! Netflix's discipline pays off.[得意]","text":"Spot on! Netflix's discipline pays off.[得意]","html":"Spot on! Netflix's discipline pays off.[得意]"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":537551888934440,"gmtCreate":1772259982173,"gmtModify":1772259987425,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096093486770560","idStr":"4096093486770560"},"themes":[],"htmlText":"now rally a bit, after earnings rally more. can buy now.","listText":"now rally a bit, after earnings rally more. can buy now.","text":"now rally a bit, after earnings rally more. can buy now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537551888934440","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537544398665296,"gmtCreate":1772258039829,"gmtModify":1772258044498,"author":{"id":"4099302906769020","authorId":"4099302906769020","name":"L.Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099302906769020","idStr":"4099302906769020"},"themes":[],"htmlText":"A. I agree with the view that being out of the race for WBD is a risk removal that investors likely were happy about. Add the compensation that WBD had to foot, and that is even more signs of encouragement that nflx \"won\" even while it did not get WBD","listText":"A. I agree with the view that being out of the race for WBD is a risk removal that investors likely were happy about. Add the compensation that WBD had to foot, and that is even more signs of encouragement that nflx \"won\" even while it did not get WBD","text":"A. I agree with the view that being out of the race for WBD is a risk removal that investors likely were happy about. Add the compensation that WBD had to foot, and that is even more signs of encouragement that nflx \"won\" even while it did not get WBD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537544398665296","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537519682413304,"gmtCreate":1772252068626,"gmtModify":1772252072208,"author":{"id":"4206864083310022","authorId":"4206864083310022","name":"Ah Du","avatar":"https://community-static.tradeup.com/news/2d4110608f6fabf3a7372e5de37e342b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206864083310022","idStr":"4206864083310022"},"themes":[],"htmlText":"B","listText":"B","text":"B","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537519682413304","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537524170334512,"gmtCreate":1772251938295,"gmtModify":1772259000332,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Netflix +13%: $2.8B Breakup Win for Further Rally?","htmlText":"After months of uncertainty surrounding its proposed $82.7B acquisition, <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> walked away — and the stock surged 13%. The rally wasn’t about sudden earnings strength. It was about risk removal. By refusing to raise its bid and restarting share buybacks, Netflix effectively eliminated acquisition premium risk, debt overhang concerns, integration uncertainty, and regulatory delays from its valuation model. Adding fuel to the move, Netflix is set to receive roughly $2.8B in breakup compensation — exceeding its most recent quarterly net income — while avoiding a prolonged antitrust battle. The stock had fallen nearly 20% during the deal uncertainty phase, reflecting risk discounting rather than fundamental deterioration. With that overhang","listText":"After months of uncertainty surrounding its proposed $82.7B acquisition, <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> walked away — and the stock surged 13%. The rally wasn’t about sudden earnings strength. It was about risk removal. By refusing to raise its bid and restarting share buybacks, Netflix effectively eliminated acquisition premium risk, debt overhang concerns, integration uncertainty, and regulatory delays from its valuation model. Adding fuel to the move, Netflix is set to receive roughly $2.8B in breakup compensation — exceeding its most recent quarterly net income — while avoiding a prolonged antitrust battle. The stock had fallen nearly 20% during the deal uncertainty phase, reflecting risk discounting rather than fundamental deterioration. With that overhang","text":"After months of uncertainty surrounding its proposed $82.7B acquisition, $Netflix(NFLX)$ walked away — and the stock surged 13%. The rally wasn’t about sudden earnings strength. It was about risk removal. By refusing to raise its bid and restarting share buybacks, Netflix effectively eliminated acquisition premium risk, debt overhang concerns, integration uncertainty, and regulatory delays from its valuation model. Adding fuel to the move, Netflix is set to receive roughly $2.8B in breakup compensation — exceeding its most recent quarterly net income — while avoiding a prolonged antitrust battle. The stock had fallen nearly 20% during the deal uncertainty phase, reflecting risk discounting rather than fundamental deterioration. With that overhang","images":[{"img":"https://community-static.tradeup.com/news/7c557ac6a76d64c756733ea70fa68e97"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":157,"commentSize":30,"repostSize":17,"link":"https://ttm.financial/post/537524170334512","isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4132300740238052","idStr":"4132300740238052"},"content":"my take is B The rally is fundamentally supported by the removal of a massive \"acquisition discount.\" While sentiment provided the initial spark, the combination of a $2.8 billion cash injection and resumed buybacks provides a tangible floor for valuation repair. Sustaining this momentum will now depend on hitting the 31.5% operating margin target for 2026.","text":"my take is B The rally is fundamentally supported by the removal of a massive \"acquisition discount.\" While sentiment provided the initial spark, the combination of a $2.8 billion cash injection and resumed buybacks provides a tangible floor for valuation repair. Sustaining this momentum will now depend on hitting the 31.5% operating margin target for 2026.","html":"my take is B The rally is fundamentally supported by the removal of a massive \"acquisition discount.\" While sentiment provided the initial spark, the combination of a $2.8 billion cash injection and resumed buybacks provides a tangible floor for valuation repair. Sustaining this momentum will now depend on hitting the 31.5% operating margin target for 2026."},{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4132300740238052","idStr":"4132300740238052"},"content":"@koolgal @Aqa @Shyon @SPACE ROCKET @nomadic_m @rL @Barcode @GoodLife99 @Universe宇宙 @HelenJanet @LMSunshine What’s your take? A. Risk removal = more upside B. Rally is mostly sentiment-driven C. Waiting for earnings confirmation Leave your comments to win tiger coins!","text":"@koolgal @Aqa @Shyon @SPACE ROCKET @nomadic_m @rL @Barcode @GoodLife99 @Universe宇宙 @HelenJanet @LMSunshine What’s your take? A. Risk removal = more upside B. Rally is mostly sentiment-driven C. Waiting for earnings confirmation Leave your comments to win tiger coins!","html":"@koolgal @Aqa @Shyon @SPACE ROCKET @nomadic_m @rL @Barcode @GoodLife99 @Universe宇宙 @HelenJanet @LMSunshine What’s your take? A. Risk removal = more upside B. Rally is mostly sentiment-driven C. Waiting for earnings confirmation Leave your comments to win tiger coins!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":537155908724208,"gmtCreate":1772163167827,"gmtModify":1772163961172,"author":{"id":"4099302906769020","authorId":"4099302906769020","name":"L.Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099302906769020","idStr":"4099302906769020"},"themes":[],"title":"","htmlText":"Interesting to note that WBD and Paramount both suffered significant losses recently. The Paramount acquisition of WBD is problematic, simply because there seems to be nefarious intent by the Ellison family to monopolise the media, with speculations rife that the news segment (CNN)&nbsp;is the biggest target. Worryingly, the news landscape in the united states seems to be targeted to sowing tensions and mistrust among their citizens. Fox news ironically claimed they are entertaining viewers (and not doing factual reporting)&nbsp;when taken to court for making false claims about voting machines in usa elections. All the misinformation seeks to achieve is to further polarise the sentiments between the two ends of their political spectrum. We need to realise that while it seems like a united","listText":"Interesting to note that WBD and Paramount both suffered significant losses recently. The Paramount acquisition of WBD is problematic, simply because there seems to be nefarious intent by the Ellison family to monopolise the media, with speculations rife that the news segment (CNN)&nbsp;is the biggest target. Worryingly, the news landscape in the united states seems to be targeted to sowing tensions and mistrust among their citizens. Fox news ironically claimed they are entertaining viewers (and not doing factual reporting)&nbsp;when taken to court for making false claims about voting machines in usa elections. All the misinformation seeks to achieve is to further polarise the sentiments between the two ends of their political spectrum. We need to realise that while it seems like a united","text":"Interesting to note that WBD and Paramount both suffered significant losses recently. The Paramount acquisition of WBD is problematic, simply because there seems to be nefarious intent by the Ellison family to monopolise the media, with speculations rife that the news segment (CNN) is the biggest target. Worryingly, the news landscape in the united states seems to be targeted to sowing tensions and mistrust among their citizens. Fox news ironically claimed they are entertaining viewers (and not doing factual reporting) when taken to court for making false claims about voting machines in usa elections. All the misinformation seeks to achieve is to further polarise the sentiments between the two ends of their political spectrum. We need to realise that while it seems like a united","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537155908724208","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537098490491240,"gmtCreate":1772149113033,"gmtModify":1772149117138,"author":{"id":"4107097862867960","authorId":"4107097862867960","name":"Patmos","avatar":"https://community-static.tradeup.com/news/d0b2e09fdb3dc618e98d3ac304599118","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107097862867960","idStr":"4107097862867960"},"themes":[],"title":"","htmlText":"Netflix will not buy Warner the stock will increase by 15%","listText":"Netflix will not buy Warner the stock will increase by 15%","text":"Netflix will not buy Warner the stock will increase by 15%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/537098490491240","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":536952610796496,"gmtCreate":1772113624785,"gmtModify":1772115550716,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"Netflix Ready to Crush the Competition? 🚀 Bidding War Ignites Fresh Hope!","htmlText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> Buckle up, entertainment fans – the showdown for Warner Bros. Discovery is turning into a blockbuster thriller! 😎 Paramount just cranked up the heat with a juicy $31 per share all-cash offer for the whole empire, tossing in a massive $7 billion regulatory safety net and even covering that pesky $2.8 billion breakup tab Warner owes Netflix if things go south. But hold your popcorn 🍿 – Netflix's ironclad $27.75 per share deal for the studio and streaming jewels stays locked in, set to seal by Q3. Experts are buzzing that Netflix holds the edge, ready to swoop in and match or topple that rival bid like a boss. 💥 Why the sudden Netflix stock surge? Shares exploded nearly 6% yesterday, clawing back from a brutal 19% year-to-date slide t","listText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> Buckle up, entertainment fans – the showdown for Warner Bros. Discovery is turning into a blockbuster thriller! 😎 Paramount just cranked up the heat with a juicy $31 per share all-cash offer for the whole empire, tossing in a massive $7 billion regulatory safety net and even covering that pesky $2.8 billion breakup tab Warner owes Netflix if things go south. But hold your popcorn 🍿 – Netflix's ironclad $27.75 per share deal for the studio and streaming jewels stays locked in, set to seal by Q3. Experts are buzzing that Netflix holds the edge, ready to swoop in and match or topple that rival bid like a boss. 💥 Why the sudden Netflix stock surge? Shares exploded nearly 6% yesterday, clawing back from a brutal 19% year-to-date slide t","text":"$Netflix(NFLX)$ Buckle up, entertainment fans – the showdown for Warner Bros. Discovery is turning into a blockbuster thriller! 😎 Paramount just cranked up the heat with a juicy $31 per share all-cash offer for the whole empire, tossing in a massive $7 billion regulatory safety net and even covering that pesky $2.8 billion breakup tab Warner owes Netflix if things go south. But hold your popcorn 🍿 – Netflix's ironclad $27.75 per share deal for the studio and streaming jewels stays locked in, set to seal by Q3. Experts are buzzing that Netflix holds the edge, ready to swoop in and match or topple that rival bid like a boss. 💥 Why the sudden Netflix stock surge? Shares exploded nearly 6% yesterday, clawing back from a brutal 19% year-to-date slide t","images":[{"img":"https://community-static.tradeup.com/news/cc3357a56a7928069a609c3e1d84b1f9","width":"800","height":"400"},{"img":"https://community-static.tradeup.com/news/2ed144e82c84e6b81865b8a4f3685245","width":"1279","height":"720"},{"img":"https://community-static.tradeup.com/news/79d290aa12f1716c50d044b90f255a1b","width":"1795","height":"873"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1590,"commentSize":8,"repostSize":86,"link":"https://ttm.financial/post/536952610796496","isVote":1,"tweetType":1,"viewCount":5040,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4234797271052822","authorId":"4234797271052822","name":"Avery Mei Lin Lim","avatar":"https://community-static.tradeup.com/news/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4234797271052822","idStr":"4234797271052822"},"content":"Netflix locking in $27.75 and holding firm into Q3 suggests they believe timing and certainty beat headline price. Markets usually reward execution probability over hype imo.","text":"Netflix locking in $27.75 and holding firm into Q3 suggests they believe timing and certainty beat headline price. Markets usually reward execution probability over hype imo.","html":"Netflix locking in $27.75 and holding firm into Q3 suggests they believe timing and certainty beat headline price. Markets usually reward execution probability over hype imo."},{"author":{"id":"4234796908052772","authorId":"4234796908052772","name":"Julian Zhi Hao","avatar":"https://community-static.tradeup.com/news/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4234796908052772","idStr":"4234796908052772"},"content":"This isn’t just entertainment drama it’s capital allocation warfare. Paramount’s $31 all-cash offer with a $7B regulatory backstop is serious confidence.","text":"This isn’t just entertainment drama it’s capital allocation warfare. Paramount’s $31 all-cash offer with a $7B regulatory backstop is serious confidence.","html":"This isn’t just entertainment drama it’s capital allocation warfare. Paramount’s $31 all-cash offer with a $7B regulatory backstop is serious confidence."}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":536794297360848,"gmtCreate":1772074853473,"gmtModify":1772133600113,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"NFLX - Last Chance to Buy 'Cheap' ?","htmlText":"I have put out a few posts on the tussle for <a href=\"https://ttm.financial/S/WBD\">$Warner Bros. Discovery(WBD)$</a> by <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> and <a href=\"https://ttm.financial/S/PSKY\">$Paramount Skydance Corp(PSKY)$</a> from even before onset of the saga. Below are what I have shared so far: (click on title to savour) 09 Jan 2026 - <a href=\"https://ttm.financial/post/519755037610168\" target=\"_blank\">NFLX vs PSKY Clash : Best Entry Is Now !</a> 10 Dec 2025 - <a href=\"https://ttm.financial/post/509113584443976\" target=\"_blank\">WBD bid war begins : NFLX vs PSKY vs Trump (?)</a> 08 Dec 2025 - <a href=\"https://ttm.financial/post/508446091391320\" target=\"_blank\">The Winner Is NFLX... Errh, Not So Fast !</a> 26 Nov 2025 -","listText":"I have put out a few posts on the tussle for <a href=\"https://ttm.financial/S/WBD\">$Warner Bros. Discovery(WBD)$</a> by <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> and <a href=\"https://ttm.financial/S/PSKY\">$Paramount Skydance Corp(PSKY)$</a> from even before onset of the saga. Below are what I have shared so far: (click on title to savour) 09 Jan 2026 - <a href=\"https://ttm.financial/post/519755037610168\" target=\"_blank\">NFLX vs PSKY Clash : Best Entry Is Now !</a> 10 Dec 2025 - <a href=\"https://ttm.financial/post/509113584443976\" target=\"_blank\">WBD bid war begins : NFLX vs PSKY vs Trump (?)</a> 08 Dec 2025 - <a href=\"https://ttm.financial/post/508446091391320\" target=\"_blank\">The Winner Is NFLX... Errh, Not So Fast !</a> 26 Nov 2025 -","text":"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 -","images":[{"img":"https://community-static.tradeup.com/news/f9b0e56c53d518a9ab918fcbed574142","width":"1196","height":"676"},{"img":"https://community-static.tradeup.com/news/f32aee85ec878361f871bf477192fff9","width":"987","height":"160"},{"img":"https://community-static.tradeup.com/news/3682a6f10dfe6557e5f93af1f6b31e7e","width":"826","height":"173"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":323,"commentSize":44,"repostSize":2981,"link":"https://ttm.financial/post/536794297360848","isVote":1,"tweetType":1,"viewCount":60438,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😊 @Shernice軒嬣 2000 @barcode @Shyon @koolgal @Aqa @DiAngel","text":"Nice Sharing 😊 @Shernice軒嬣 2000 @barcode @Shyon @koolgal @Aqa @DiAngel","html":"Nice Sharing 😊 @Shernice軒嬣 2000 @barcode @Shyon @koolgal @Aqa @DiAngel"},{"author":{"id":"4199767782229162","authorId":"4199767782229162","name":"Christopher Pooh","avatar":"https://community-static.tradeup.com/news/277898a6990ada6b46b8873728e4a5e7","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4199767782229162","idStr":"4199767782229162"},"content":"Monopoly entertainment [Cool]","text":"Monopoly entertainment [Cool]","html":"Monopoly entertainment [Cool]"}],"imageCount":14,"langContent":"EN","totalScore":0},{"id":535683434443232,"gmtCreate":1771803647092,"gmtModify":1771804962927,"author":{"id":"4191440501450302","authorId":"4191440501450302","name":"Ryzaa","avatar":"https://community-static.tradeup.com/news/c56d5699a483f5c988093e285044ba24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191440501450302","idStr":"4191440501450302"},"themes":[],"title":"","htmlText":"Buy the dip - when tech rallies it will skyrocket&nbsp;","listText":"Buy the dip - when tech rallies it will skyrocket&nbsp;","text":"Buy the dip - when tech rallies it will skyrocket","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/535683434443232","isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":541786903421352,"gmtCreate":1773299882199,"gmtModify":1773305513104,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"htmlText":"In my view, Netflix <a href=\"https://ttm.financial/S/NFLX\"> $Netflix(NFLX)$ </a>walking away from the $82.7B acquisition is a classic case of risk removal unlocking valuation. For months the market priced in concerns like higher debt, integration risk, and regulatory delays. Once the deal was dropped and buybacks resumed, that uncertainty disappeared quickly. 📈 The $2.8B breakup compensation also strengthens the story. Instead of spending heavily on an acquisition, Netflix adds a meaningful cash buffer while keeping flexibility. That signals management is focused on capital discipline and shareholder returns. 💰 So I lean toward Option A — risk removal = more upside. The rally looks like the first stage of valuation repair after the stock fell nearly 20% during the uncertainty period. If e","listText":"In my view, Netflix <a href=\"https://ttm.financial/S/NFLX\"> $Netflix(NFLX)$ </a>walking away from the $82.7B acquisition is a classic case of risk removal unlocking valuation. For months the market priced in concerns like higher debt, integration risk, and regulatory delays. Once the deal was dropped and buybacks resumed, that uncertainty disappeared quickly. 📈 The $2.8B breakup compensation also strengthens the story. Instead of spending heavily on an acquisition, Netflix adds a meaningful cash buffer while keeping flexibility. That signals management is focused on capital discipline and shareholder returns. 💰 So I lean toward Option A — risk removal = more upside. The rally looks like the first stage of valuation repair after the stock fell nearly 20% during the uncertainty period. If e","text":"In my view, Netflix $Netflix(NFLX)$ walking away from the $82.7B acquisition is a classic case of risk removal unlocking valuation. For months the market priced in concerns like higher debt, integration risk, and regulatory delays. Once the deal was dropped and buybacks resumed, that uncertainty disappeared quickly. 📈 The $2.8B breakup compensation also strengthens the story. Instead of spending heavily on an acquisition, Netflix adds a meaningful cash buffer while keeping flexibility. That signals management is focused on capital discipline and shareholder returns. 💰 So I lean toward Option A — risk removal = more upside. The rally looks like the first stage of valuation repair after the stock fell nearly 20% during the uncertainty period. If e","images":[{"img":"https://community-static.tradeup.com/news/73134653a6047287f2996713a126437a"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/541786903421352","isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000554","authorId":"9000000000000554","name":"IrmaBurke","avatar":"https://static.tigerbbs.com/a5d8c2eb1c079c85b43879eb951e8684","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000554","authorIdStr":"9000000000000554"},"content":"Spot on! Risk removal unlocked Netflix's true potential. Bullish on the rebound. 🚀","text":"Spot on! Risk removal unlocked Netflix's true potential. Bullish on the rebound. 🚀","html":"Spot on! Risk removal unlocked Netflix's true potential. Bullish on the rebound. 🚀"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":536794297360848,"gmtCreate":1772074853473,"gmtModify":1772133600113,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"NFLX - Last Chance to Buy 'Cheap' ?","htmlText":"I have put out a few posts on the tussle for <a href=\"https://ttm.financial/S/WBD\">$Warner Bros. Discovery(WBD)$</a> by <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> and <a href=\"https://ttm.financial/S/PSKY\">$Paramount Skydance Corp(PSKY)$</a> from even before onset of the saga. Below are what I have shared so far: (click on title to savour) 09 Jan 2026 - <a href=\"https://ttm.financial/post/519755037610168\" target=\"_blank\">NFLX vs PSKY Clash : Best Entry Is Now !</a> 10 Dec 2025 - <a href=\"https://ttm.financial/post/509113584443976\" target=\"_blank\">WBD bid war begins : NFLX vs PSKY vs Trump (?)</a> 08 Dec 2025 - <a href=\"https://ttm.financial/post/508446091391320\" target=\"_blank\">The Winner Is NFLX... Errh, Not So Fast !</a> 26 Nov 2025 -","listText":"I have put out a few posts on the tussle for <a href=\"https://ttm.financial/S/WBD\">$Warner Bros. Discovery(WBD)$</a> by <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> and <a href=\"https://ttm.financial/S/PSKY\">$Paramount Skydance Corp(PSKY)$</a> from even before onset of the saga. Below are what I have shared so far: (click on title to savour) 09 Jan 2026 - <a href=\"https://ttm.financial/post/519755037610168\" target=\"_blank\">NFLX vs PSKY Clash : Best Entry Is Now !</a> 10 Dec 2025 - <a href=\"https://ttm.financial/post/509113584443976\" target=\"_blank\">WBD bid war begins : NFLX vs PSKY vs Trump (?)</a> 08 Dec 2025 - <a href=\"https://ttm.financial/post/508446091391320\" target=\"_blank\">The Winner Is NFLX... Errh, Not So Fast !</a> 26 Nov 2025 -","text":"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 -","images":[{"img":"https://community-static.tradeup.com/news/f9b0e56c53d518a9ab918fcbed574142","width":"1196","height":"676"},{"img":"https://community-static.tradeup.com/news/f32aee85ec878361f871bf477192fff9","width":"987","height":"160"},{"img":"https://community-static.tradeup.com/news/3682a6f10dfe6557e5f93af1f6b31e7e","width":"826","height":"173"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":323,"commentSize":44,"repostSize":2981,"link":"https://ttm.financial/post/536794297360848","isVote":1,"tweetType":1,"viewCount":60438,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Nice Sharing 😊 @Shernice軒嬣 2000 @barcode @Shyon @koolgal @Aqa @DiAngel","text":"Nice Sharing 😊 @Shernice軒嬣 2000 @barcode @Shyon @koolgal @Aqa @DiAngel","html":"Nice Sharing 😊 @Shernice軒嬣 2000 @barcode @Shyon @koolgal @Aqa @DiAngel"},{"author":{"id":"4199767782229162","authorId":"4199767782229162","name":"Christopher Pooh","avatar":"https://community-static.tradeup.com/news/277898a6990ada6b46b8873728e4a5e7","crmLevel":12,"crmLevelSwitch":0,"idStr":"4199767782229162","authorIdStr":"4199767782229162"},"content":"Monopoly entertainment [Cool]","text":"Monopoly entertainment [Cool]","html":"Monopoly entertainment [Cool]"}],"imageCount":14,"langContent":"EN","totalScore":0},{"id":536952610796496,"gmtCreate":1772113624785,"gmtModify":1772115550716,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Netflix Ready to Crush the Competition? 🚀 Bidding War Ignites Fresh Hope!","htmlText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> Buckle up, entertainment fans – the showdown for Warner Bros. Discovery is turning into a blockbuster thriller! 😎 Paramount just cranked up the heat with a juicy $31 per share all-cash offer for the whole empire, tossing in a massive $7 billion regulatory safety net and even covering that pesky $2.8 billion breakup tab Warner owes Netflix if things go south. But hold your popcorn 🍿 – Netflix's ironclad $27.75 per share deal for the studio and streaming jewels stays locked in, set to seal by Q3. Experts are buzzing that Netflix holds the edge, ready to swoop in and match or topple that rival bid like a boss. 💥 Why the sudden Netflix stock surge? Shares exploded nearly 6% yesterday, clawing back from a brutal 19% year-to-date slide t","listText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> Buckle up, entertainment fans – the showdown for Warner Bros. Discovery is turning into a blockbuster thriller! 😎 Paramount just cranked up the heat with a juicy $31 per share all-cash offer for the whole empire, tossing in a massive $7 billion regulatory safety net and even covering that pesky $2.8 billion breakup tab Warner owes Netflix if things go south. But hold your popcorn 🍿 – Netflix's ironclad $27.75 per share deal for the studio and streaming jewels stays locked in, set to seal by Q3. Experts are buzzing that Netflix holds the edge, ready to swoop in and match or topple that rival bid like a boss. 💥 Why the sudden Netflix stock surge? Shares exploded nearly 6% yesterday, clawing back from a brutal 19% year-to-date slide t","text":"$Netflix(NFLX)$ Buckle up, entertainment fans – the showdown for Warner Bros. Discovery is turning into a blockbuster thriller! 😎 Paramount just cranked up the heat with a juicy $31 per share all-cash offer for the whole empire, tossing in a massive $7 billion regulatory safety net and even covering that pesky $2.8 billion breakup tab Warner owes Netflix if things go south. But hold your popcorn 🍿 – Netflix's ironclad $27.75 per share deal for the studio and streaming jewels stays locked in, set to seal by Q3. Experts are buzzing that Netflix holds the edge, ready to swoop in and match or topple that rival bid like a boss. 💥 Why the sudden Netflix stock surge? Shares exploded nearly 6% yesterday, clawing back from a brutal 19% year-to-date slide t","images":[{"img":"https://community-static.tradeup.com/news/cc3357a56a7928069a609c3e1d84b1f9","width":"800","height":"400"},{"img":"https://community-static.tradeup.com/news/2ed144e82c84e6b81865b8a4f3685245","width":"1279","height":"720"},{"img":"https://community-static.tradeup.com/news/79d290aa12f1716c50d044b90f255a1b","width":"1795","height":"873"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1590,"commentSize":8,"repostSize":86,"link":"https://ttm.financial/post/536952610796496","isVote":1,"tweetType":1,"viewCount":5040,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4234797271052822","authorId":"4234797271052822","name":"Avery Mei Lin Lim","avatar":"https://community-static.tradeup.com/news/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4234797271052822","authorIdStr":"4234797271052822"},"content":"Netflix locking in $27.75 and holding firm into Q3 suggests they believe timing and certainty beat headline price. Markets usually reward execution probability over hype imo.","text":"Netflix locking in $27.75 and holding firm into Q3 suggests they believe timing and certainty beat headline price. Markets usually reward execution probability over hype imo.","html":"Netflix locking in $27.75 and holding firm into Q3 suggests they believe timing and certainty beat headline price. Markets usually reward execution probability over hype imo."},{"author":{"id":"4234796908052772","authorId":"4234796908052772","name":"Julian Zhi Hao","avatar":"https://community-static.tradeup.com/news/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4234796908052772","authorIdStr":"4234796908052772"},"content":"This isn’t just entertainment drama it’s capital allocation warfare. Paramount’s $31 all-cash offer with a $7B regulatory backstop is serious confidence.","text":"This isn’t just entertainment drama it’s capital allocation warfare. Paramount’s $31 all-cash offer with a $7B regulatory backstop is serious confidence.","html":"This isn’t just entertainment drama it’s capital allocation warfare. Paramount’s $31 all-cash offer with a $7B regulatory backstop is serious confidence."}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":534374436431320,"gmtCreate":1771484087022,"gmtModify":1771842930911,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Paramount's $31 WBD Bid Sparks Hollywood Takeover Firestorm: Netflix Dip Goldmine or WBD Breakout Bonanza? 😱💥","htmlText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> <a href=\"https://ttm.financial/S/PARAP\">$Paramount Global(PARAP)$</a> 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 $70 as the next technical floor","listText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> <a href=\"https://ttm.financial/S/PARAP\">$Paramount Global(PARAP)$</a> 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 $70 as the next technical floor","text":"$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","images":[{"img":"https://community-static.tradeup.com/news/14a519a9ae53e6873277720639279346","width":"1600","height":"848"},{"img":"https://community-static.tradeup.com/news/f4143718388f3746397005961cadf24d","width":"1024","height":"576"},{"img":"https://community-static.tradeup.com/news/1fe0afcba67a9f69b1093d7b4a343c55","width":"1300","height":"750"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1516,"commentSize":1,"repostSize":50,"link":"https://ttm.financial/post/534374436431320","isVote":1,"tweetType":1,"viewCount":3732,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274796523485","authorId":"3479274796523485","name":"Hilliton324","avatar":"https://static.tigerbbs.com/3cf1da32355d7fcd455bcb763ef83cd5","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274796523485","authorIdStr":"3479274796523485"},"content":"Spot on! Grabbing NFLX dips and riding WBD to $15. 🚀","text":"Spot on! Grabbing NFLX dips and riding WBD to $15. 🚀","html":"Spot on! Grabbing NFLX dips and riding WBD to $15. 🚀"}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":537581684256848,"gmtCreate":1772267061682,"gmtModify":1772268246291,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186204260634262","authorIdStr":"4186204260634262"},"themes":[],"title":"","htmlText":"Netflix’s +13% Breakup Rally: Is the $2.8B Windfall a Generational Buy Signal or a Squeeze to Fade? NFLX just violently re-priced, ripping 13% higher after dropping a pre-market bombshell: they are officially walking away from the Warner assets bidding war. By refusing to chase a bloated valuation, Netflix not only dodges a massive leverage bullet but pockets a staggering $2.8B breakup fee—a sum larger than their entire net profit from last quarter. With share buybacks immediately back on the menu, the suffocating M&amp;A overhang that choked the stock is gone. But for active traders, the critical question is this: Is this massive gap-up the beginning of a sustained 15–25% valuation recovery, or has the market already fully priced in the good news? Let’s break down the setup. 1️⃣ The Anato","listText":"Netflix’s +13% Breakup Rally: Is the $2.8B Windfall a Generational Buy Signal or a Squeeze to Fade? NFLX just violently re-priced, ripping 13% higher after dropping a pre-market bombshell: they are officially walking away from the Warner assets bidding war. By refusing to chase a bloated valuation, Netflix not only dodges a massive leverage bullet but pockets a staggering $2.8B breakup fee—a sum larger than their entire net profit from last quarter. With share buybacks immediately back on the menu, the suffocating M&amp;A overhang that choked the stock is gone. But for active traders, the critical question is this: Is this massive gap-up the beginning of a sustained 15–25% valuation recovery, or has the market already fully priced in the good news? Let’s break down the setup. 1️⃣ The Anato","text":"Netflix’s +13% Breakup Rally: Is the $2.8B Windfall a Generational Buy Signal or a Squeeze to Fade? NFLX just violently re-priced, ripping 13% higher after dropping a pre-market bombshell: they are officially walking away from the Warner assets bidding war. By refusing to chase a bloated valuation, Netflix not only dodges a massive leverage bullet but pockets a staggering $2.8B breakup fee—a sum larger than their entire net profit from last quarter. With share buybacks immediately back on the menu, the suffocating M&A overhang that choked the stock is gone. But for active traders, the critical question is this: Is this massive gap-up the beginning of a sustained 15–25% valuation recovery, or has the market already fully priced in the good news? Let’s break down the setup. 1️⃣ The Anato","images":[{"img":"https://community-static.tradeup.com/news/151fb7c16f72281ea97827251586d0b0","width":"820","height":"1586"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537581684256848","isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":533902847631856,"gmtCreate":1771368933598,"gmtModify":1771377600259,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"The USD 108 Billion Hollywood Standoff : Who Claims The Iron Throne of Warner Brothers Discovery?","htmlText":"🌟🌟🌟Nothing captures the spirit of the Fire Horse than the absolute fireworks exploding in Hollywood right now.&nbsp; As a shareholder of&nbsp;<a href=\"https://ttm.financial/S/WBD\">$Warner Bros. Discovery(WBD)$&nbsp;</a><v-v data-views=\"1\"></v-v> I am super thrilled at the bidding war between Netflix&nbsp;<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; and&nbsp;<a href=\"https://ttm.financial/S/PSKY\">$Paramount Skydance Corp(PSKY)$ </a> . The Battle for the Crown Jewels: Why the War for WBD? Why are Netflix and Paramount Skydance throwing billions at Warner Brothers Discovery?&nbsp; This is because WBD owns the \"Thoroughbreds\" of the entertainment world.&nbsp; We are not just talking about movies.&nbsp; We are talking about the cultural fabric","listText":"🌟🌟🌟Nothing captures the spirit of the Fire Horse than the absolute fireworks exploding in Hollywood right now.&nbsp; As a shareholder of&nbsp;<a href=\"https://ttm.financial/S/WBD\">$Warner Bros. Discovery(WBD)$&nbsp;</a><v-v data-views=\"1\"></v-v> I am super thrilled at the bidding war between Netflix&nbsp;<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; and&nbsp;<a href=\"https://ttm.financial/S/PSKY\">$Paramount Skydance Corp(PSKY)$ </a> . The Battle for the Crown Jewels: Why the War for WBD? Why are Netflix and Paramount Skydance throwing billions at Warner Brothers Discovery?&nbsp; This is because WBD owns the \"Thoroughbreds\" of the entertainment world.&nbsp; We are not just talking about movies.&nbsp; We are talking about the cultural fabric","text":"🌟🌟🌟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","images":[{"img":"https://community-static.tradeup.com/news/de62046c1bc678fbde2a74de6ac4f374","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/6809dac6b6c04cd4eb31004da51c9f4b","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/bbf9537d742cacadfae457fb3d6ce5cf","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":614,"commentSize":24,"repostSize":198,"link":"https://ttm.financial/post/533902847631856","isVote":1,"tweetType":1,"viewCount":5773,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4142648172044492","authorId":"4142648172044492","name":"ZhongRenChun","avatar":"https://community-static.tradeup.com/news/626c9b2d6a6580aa7acb2f7bf1552413","crmLevel":11,"crmLevelSwitch":1,"idStr":"4142648172044492","authorIdStr":"4142648172044492"},"content":"will this violate anti-trust laws and establish a monopoly? I think theres already too many monopolies. movies, tv is a critical sector. dont want a monopoly in this industry. competition is very important. our food industry is already a terrible monopoly. dont want our media industry to be ruined too.","text":"will this violate anti-trust laws and establish a monopoly? I think theres already too many monopolies. movies, tv is a critical sector. dont want a monopoly in this industry. competition is very important. our food industry is already a terrible monopoly. dont want our media industry to be ruined too.","html":"will this violate anti-trust laws and establish a monopoly? I think theres already too many monopolies. movies, tv is a critical sector. dont want a monopoly in this industry. competition is very important. our food industry is already a terrible monopoly. dont want our media industry to be ruined too."},{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Great Insight & Sharing 😊 @JC888 @Barcode @Aqa @DiAngel @Shyon @Shernice軒嬣 2000","text":"Great Insight & Sharing 😊 @JC888 @Barcode @Aqa @DiAngel @Shyon @Shernice軒嬣 2000","html":"Great Insight & Sharing 😊 @JC888 @Barcode @Aqa @DiAngel @Shyon @Shernice軒嬣 2000"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":534479665668832,"gmtCreate":1771509876405,"gmtModify":1771512473360,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Paramount's $31 WBD Bid Sparks Hollywood Takeover Firestorm: Netflix Dip Goldmine or WBD Breakout Bonanza? 😱💥","htmlText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> <a href=\"https://ttm.financial/S/PARAP\">$Paramount Global(PARAP)$</a> 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 $70 as the next technical floor","listText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> <a href=\"https://ttm.financial/S/PARAP\">$Paramount Global(PARAP)$</a> 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 $70 as the next technical floor","text":"$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","images":[{"img":"https://community-static.tradeup.com/news/14a519a9ae53e6873277720639279346","width":"1600","height":"848"},{"img":"https://community-static.tradeup.com/news/f4143718388f3746397005961cadf24d","width":"1024","height":"576"},{"img":"https://community-static.tradeup.com/news/1fe0afcba67a9f69b1093d7b4a343c55","width":"1300","height":"750"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/534479665668832","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},{"id":537559146177168,"gmtCreate":1772261701459,"gmtModify":1772265589186,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://static.tigerbbs.com/caf34258aff8afe478620b82647f1199","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4089501973615070","authorIdStr":"4089501973615070"},"themes":[],"title":"Why I buy Netflix last week . SGD 688 Cash Vouchers* up for grabs","htmlText":"I bought shares of Netflix last week because I believe the company is entering another strong growth phase. Over the past year, Netflix has shown that it can adapt and stay ahead in the highly competitive streaming industry. Even with competitors like Disney and Amazon investing heavily in content, Netflix continues to lead in global subscriber numbers and brand recognition. One key reason I decided to buy is its focus on profitability rather than just subscriber growth. Netflix has been increasing its operating margins while managing content spending more carefully. The introduction of its ad-supported subscription tier also opens a new revenue stream, attracting price-sensitive customers while boosting advertising income. This diversification strengthens its long-term business model. Ano","listText":"I bought shares of Netflix last week because I believe the company is entering another strong growth phase. Over the past year, Netflix has shown that it can adapt and stay ahead in the highly competitive streaming industry. Even with competitors like Disney and Amazon investing heavily in content, Netflix continues to lead in global subscriber numbers and brand recognition. One key reason I decided to buy is its focus on profitability rather than just subscriber growth. Netflix has been increasing its operating margins while managing content spending more carefully. The introduction of its ad-supported subscription tier also opens a new revenue stream, attracting price-sensitive customers while boosting advertising income. This diversification strengthens its long-term business model. Ano","text":"I bought shares of Netflix last week because I believe the company is entering another strong growth phase. Over the past year, Netflix has shown that it can adapt and stay ahead in the highly competitive streaming industry. Even with competitors like Disney and Amazon investing heavily in content, Netflix continues to lead in global subscriber numbers and brand recognition. One key reason I decided to buy is its focus on profitability rather than just subscriber growth. Netflix has been increasing its operating margins while managing content spending more carefully. The introduction of its ad-supported subscription tier also opens a new revenue stream, attracting price-sensitive customers while boosting advertising income. This diversification strengthens its long-term business model. Ano","images":[{"img":"https://community-static.tradeup.com/news/1e1cc869b657f8d0f72aad1be0b97a05","width":"364","height":"572"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":79,"commentSize":4,"repostSize":18,"link":"https://ttm.financial/post/537559146177168","isVote":1,"tweetType":1,"viewCount":1480,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000654","authorId":"9000000000000654","name":"ChloeKeynes","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000654","authorIdStr":"9000000000000654"},"content":"Spot on! Netflix's discipline pays off.[得意]","text":"Spot on! Netflix's discipline pays off.[得意]","html":"Spot on! Netflix's discipline pays off.[得意]"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":537155908724208,"gmtCreate":1772163167827,"gmtModify":1772163961172,"author":{"id":"4099302906769020","authorId":"4099302906769020","name":"L.Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099302906769020","authorIdStr":"4099302906769020"},"themes":[],"title":"","htmlText":"Interesting to note that WBD and Paramount both suffered significant losses recently. The Paramount acquisition of WBD is problematic, simply because there seems to be nefarious intent by the Ellison family to monopolise the media, with speculations rife that the news segment (CNN)&nbsp;is the biggest target. Worryingly, the news landscape in the united states seems to be targeted to sowing tensions and mistrust among their citizens. Fox news ironically claimed they are entertaining viewers (and not doing factual reporting)&nbsp;when taken to court for making false claims about voting machines in usa elections. All the misinformation seeks to achieve is to further polarise the sentiments between the two ends of their political spectrum. We need to realise that while it seems like a united","listText":"Interesting to note that WBD and Paramount both suffered significant losses recently. The Paramount acquisition of WBD is problematic, simply because there seems to be nefarious intent by the Ellison family to monopolise the media, with speculations rife that the news segment (CNN)&nbsp;is the biggest target. Worryingly, the news landscape in the united states seems to be targeted to sowing tensions and mistrust among their citizens. Fox news ironically claimed they are entertaining viewers (and not doing factual reporting)&nbsp;when taken to court for making false claims about voting machines in usa elections. All the misinformation seeks to achieve is to further polarise the sentiments between the two ends of their political spectrum. We need to realise that while it seems like a united","text":"Interesting to note that WBD and Paramount both suffered significant losses recently. The Paramount acquisition of WBD is problematic, simply because there seems to be nefarious intent by the Ellison family to monopolise the media, with speculations rife that the news segment (CNN) is the biggest target. Worryingly, the news landscape in the united states seems to be targeted to sowing tensions and mistrust among their citizens. Fox news ironically claimed they are entertaining viewers (and not doing factual reporting) when taken to court for making false claims about voting machines in usa elections. All the misinformation seeks to achieve is to further polarise the sentiments between the two ends of their political spectrum. We need to realise that while it seems like a united","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537155908724208","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537524170334512,"gmtCreate":1772251938295,"gmtModify":1772259000332,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Netflix +13%: $2.8B Breakup Win for Further Rally?","htmlText":"After months of uncertainty surrounding its proposed $82.7B acquisition, <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> walked away — and the stock surged 13%. The rally wasn’t about sudden earnings strength. It was about risk removal. By refusing to raise its bid and restarting share buybacks, Netflix effectively eliminated acquisition premium risk, debt overhang concerns, integration uncertainty, and regulatory delays from its valuation model. Adding fuel to the move, Netflix is set to receive roughly $2.8B in breakup compensation — exceeding its most recent quarterly net income — while avoiding a prolonged antitrust battle. The stock had fallen nearly 20% during the deal uncertainty phase, reflecting risk discounting rather than fundamental deterioration. With that overhang","listText":"After months of uncertainty surrounding its proposed $82.7B acquisition, <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> walked away — and the stock surged 13%. The rally wasn’t about sudden earnings strength. It was about risk removal. By refusing to raise its bid and restarting share buybacks, Netflix effectively eliminated acquisition premium risk, debt overhang concerns, integration uncertainty, and regulatory delays from its valuation model. Adding fuel to the move, Netflix is set to receive roughly $2.8B in breakup compensation — exceeding its most recent quarterly net income — while avoiding a prolonged antitrust battle. The stock had fallen nearly 20% during the deal uncertainty phase, reflecting risk discounting rather than fundamental deterioration. With that overhang","text":"After months of uncertainty surrounding its proposed $82.7B acquisition, $Netflix(NFLX)$ walked away — and the stock surged 13%. The rally wasn’t about sudden earnings strength. It was about risk removal. By refusing to raise its bid and restarting share buybacks, Netflix effectively eliminated acquisition premium risk, debt overhang concerns, integration uncertainty, and regulatory delays from its valuation model. Adding fuel to the move, Netflix is set to receive roughly $2.8B in breakup compensation — exceeding its most recent quarterly net income — while avoiding a prolonged antitrust battle. The stock had fallen nearly 20% during the deal uncertainty phase, reflecting risk discounting rather than fundamental deterioration. With that overhang","images":[{"img":"https://community-static.tradeup.com/news/7c557ac6a76d64c756733ea70fa68e97"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":157,"commentSize":30,"repostSize":17,"link":"https://ttm.financial/post/537524170334512","isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4132300740238052","authorIdStr":"4132300740238052"},"content":"my take is B The rally is fundamentally supported by the removal of a massive \"acquisition discount.\" While sentiment provided the initial spark, the combination of a $2.8 billion cash injection and resumed buybacks provides a tangible floor for valuation repair. Sustaining this momentum will now depend on hitting the 31.5% operating margin target for 2026.","text":"my take is B The rally is fundamentally supported by the removal of a massive \"acquisition discount.\" While sentiment provided the initial spark, the combination of a $2.8 billion cash injection and resumed buybacks provides a tangible floor for valuation repair. Sustaining this momentum will now depend on hitting the 31.5% operating margin target for 2026.","html":"my take is B The rally is fundamentally supported by the removal of a massive \"acquisition discount.\" While sentiment provided the initial spark, the combination of a $2.8 billion cash injection and resumed buybacks provides a tangible floor for valuation repair. Sustaining this momentum will now depend on hitting the 31.5% operating margin target for 2026."},{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4132300740238052","authorIdStr":"4132300740238052"},"content":"@koolgal @Aqa @Shyon @SPACE ROCKET @nomadic_m @rL @Barcode @GoodLife99 @Universe宇宙 @HelenJanet @LMSunshine What’s your take? A. Risk removal = more upside B. Rally is mostly sentiment-driven C. Waiting for earnings confirmation Leave your comments to win tiger coins!","text":"@koolgal @Aqa @Shyon @SPACE ROCKET @nomadic_m @rL @Barcode @GoodLife99 @Universe宇宙 @HelenJanet @LMSunshine What’s your take? A. Risk removal = more upside B. Rally is mostly sentiment-driven C. Waiting for earnings confirmation Leave your comments to win tiger coins!","html":"@koolgal @Aqa @Shyon @SPACE ROCKET @nomadic_m @rL @Barcode @GoodLife99 @Universe宇宙 @HelenJanet @LMSunshine What’s your take? A. Risk removal = more upside B. Rally is mostly sentiment-driven C. Waiting for earnings confirmation Leave your comments to win tiger coins!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":525243175202880,"gmtCreate":1769259103640,"gmtModify":1769260584956,"author":{"id":"3585745902929799","authorId":"3585745902929799","name":"TBI","avatar":"https://community-static.tradeup.com/news/1664274bbe9db4e643a17a6fb0682e3b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585745902929799","authorIdStr":"3585745902929799"},"themes":[],"title":"[5] NFLX, ABNB, EDU","htmlText":"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","listText":"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","text":"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","images":[{"img":"https://community-static.tradeup.com/news/7f55c7c53e39398ad64f6dfcd5363216","width":"1456","height":"756"},{"img":"https://community-static.tradeup.com/news/3b8888115001749162d28be8f443a77c","width":"1456","height":"756"},{"img":"https://community-static.tradeup.com/news/19c01b8c70302b603a373d519066604b","width":"1456","height":"756"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1252,"commentSize":2,"repostSize":68,"link":"https://ttm.financial/post/525243175202880","isVote":1,"tweetType":1,"viewCount":4839,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274814931736","authorId":"3479274814931736","name":"keke006","avatar":"https://static.tigerbbs.com/07c96db55686042cdad8d7a5bde041d7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274814931736","authorIdStr":"3479274814931736"},"content":"Spot on with ABNB! That trendline breakout is key for a push to 150[看涨]","text":"Spot on with ABNB! That trendline breakout is key for a push to 150[看涨]","html":"Spot on with ABNB! That trendline breakout is key for a push to 150[看涨]"}],"imageCount":7,"langContent":"EN","totalScore":0},{"id":533967096583200,"gmtCreate":1771384624879,"gmtModify":1771385265629,"author":{"id":"4209509375264322","authorId":"4209509375264322","name":"這是甚麼東西","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4209509375264322","authorIdStr":"4209509375264322"},"themes":[],"title":"","htmlText":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/533967096583200","isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537761773413568,"gmtCreate":1772311185144,"gmtModify":1772331432890,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"htmlText":"🌟🌟<a href=\"https://ttm.financial/S/NFLX\"> $Netflix(NFLX)$ </a>is a winner by walking away from <a href=\"https://ttm.financial/S/WBD\"> $Warner Bros. Discovery(WBD)$ </a>deal &amp; its investors are celebrating.&nbsp; While <a href=\"https://ttm.financial/S/PSKY\"> $Paramount Skydance Corp(</a><a href=\"https://ttm.financial/S/PSKY\">PSKY</a><a href=\"https://ttm.financial/S/PSKY\">)$ </a>walks away with the prize &amp; USD 50 Billion in debt that comes with it,&nbsp; Netflix has staged a spectacular 13.7% jump to USD 96.24. Why is Market Cheering Netflix's Exit? Risk Removal =Massive Upside.&nbsp; Netflix avoids a massive debt mountain &amp; regulatory nightmare.&nbsp; It also collects USD2.8 billion break up fee - enough to fund about 30 major films. It is also a sentiment driven rally.&nbsp; N","listText":"🌟🌟<a href=\"https://ttm.financial/S/NFLX\"> $Netflix(NFLX)$ </a>is a winner by walking away from <a href=\"https://ttm.financial/S/WBD\"> $Warner Bros. Discovery(WBD)$ </a>deal &amp; its investors are celebrating.&nbsp; While <a href=\"https://ttm.financial/S/PSKY\"> $Paramount Skydance Corp(</a><a href=\"https://ttm.financial/S/PSKY\">PSKY</a><a href=\"https://ttm.financial/S/PSKY\">)$ </a>walks away with the prize &amp; USD 50 Billion in debt that comes with it,&nbsp; Netflix has staged a spectacular 13.7% jump to USD 96.24. Why is Market Cheering Netflix's Exit? Risk Removal =Massive Upside.&nbsp; Netflix avoids a massive debt mountain &amp; regulatory nightmare.&nbsp; It also collects USD2.8 billion break up fee - enough to fund about 30 major films. It is also a sentiment driven rally.&nbsp; N","text":"🌟🌟 $Netflix(NFLX)$ is a winner by walking away from $Warner Bros. Discovery(WBD)$ deal & its investors are celebrating. While $Paramount Skydance Corp(PSKY)$ walks away with the prize & USD 50 Billion in debt that comes with it, Netflix has staged a spectacular 13.7% jump to USD 96.24. Why is Market Cheering Netflix's Exit? Risk Removal =Massive Upside. Netflix avoids a massive debt mountain & regulatory nightmare. It also collects USD2.8 billion break up fee - enough to fund about 30 major films. It is also a sentiment driven rally. N","images":[{"img":"https://community-static.tradeup.com/news/e594a0bf8c28017cdd7f97cc0829a9c6"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":6,"repostSize":18,"link":"https://ttm.financial/post/537761773413568","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":532031955686704,"gmtCreate":1770912183958,"gmtModify":1770960584119,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Hollywood Turmoil: Activist Uprising Derails Netflix's Warner Bros Power Play! 🎥💥","htmlText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> 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 $83 billion for WBD's crown jewels – the movie and TV studios plus the HBO Max streaming empire. But here's the twist – it involves spinning off legacy assets like","listText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> 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 $83 billion for WBD's crown jewels – the movie and TV studios plus the HBO Max streaming empire. But here's the twist – it involves spinning off legacy assets like","text":"$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","images":[{"img":"https://community-static.tradeup.com/news/f81da81998c5b9727879d990b54c12e9","width":"885","height":"516"},{"img":"https://community-static.tradeup.com/news/9ceb7c139d4a66bc1a3e4b9081dae6da","width":"976","height":"549"},{"img":"https://community-static.tradeup.com/news/2d7bf93c2a48672f8da62fc515ecb102","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":62,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/532031955686704","isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},{"id":537913256600832,"gmtCreate":1772348185288,"gmtModify":1772442545776,"author":{"id":"4091758936365950","authorId":"4091758936365950","name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091758936365950","authorIdStr":"4091758936365950"},"themes":[],"htmlText":"I would say b. Market is just relieved that Netflix decided to walk away from a risky deal that might not pay off. However, fundamentally the company remains the same, with the same challenges. It has always been about subscriptions and whether it can generate other streams of revenue such as from advertisements. The real report card is still earnings and expected performance in the coming quarters. Investors want to know this as income is undeniably vital for any company to stay afloat. This has not been addressed and so Netflix is not in a strong position to acquire Warner bro and this talk about acquisition is nothing but a distraction that has spooked fears in investors. Netflix still needs to address the crux of the issue which will shed light on its viability.","listText":"I would say b. Market is just relieved that Netflix decided to walk away from a risky deal that might not pay off. However, fundamentally the company remains the same, with the same challenges. It has always been about subscriptions and whether it can generate other streams of revenue such as from advertisements. The real report card is still earnings and expected performance in the coming quarters. Investors want to know this as income is undeniably vital for any company to stay afloat. This has not been addressed and so Netflix is not in a strong position to acquire Warner bro and this talk about acquisition is nothing but a distraction that has spooked fears in investors. Netflix still needs to address the crux of the issue which will shed light on its viability.","text":"I would say b. Market is just relieved that Netflix decided to walk away from a risky deal that might not pay off. However, fundamentally the company remains the same, with the same challenges. It has always been about subscriptions and whether it can generate other streams of revenue such as from advertisements. The real report card is still earnings and expected performance in the coming quarters. Investors want to know this as income is undeniably vital for any company to stay afloat. This has not been addressed and so Netflix is not in a strong position to acquire Warner bro and this talk about acquisition is nothing but a distraction that has spooked fears in investors. Netflix still needs to address the crux of the issue which will shed light on its viability.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/537913256600832","isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":532304405910328,"gmtCreate":1770978691766,"gmtModify":1770980599990,"author":{"id":"3572753591805453","authorId":"3572753591805453","name":"zhingle","avatar":"https://static.tigerbbs.com/c02cf1400ebf75fbfd40821cde407263","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572753591805453","authorIdStr":"3572753591805453"},"themes":[],"title":"","htmlText":"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","listText":"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","text":"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","images":[{"img":"https://community-static.tradeup.com/news/46eacb475e371a4706e174629551108c","width":"1179","height":"718"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":880,"commentSize":1,"repostSize":31,"link":"https://ttm.financial/post/532304405910328","isVote":1,"tweetType":1,"viewCount":4121,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Nice Sharing 😊 @JC888 @Barcode @Shernice軒嬣 2000 @koolgal @DiAngel @Shyon @Aqa","text":"Nice Sharing 😊 @JC888 @Barcode @Shernice軒嬣 2000 @koolgal @DiAngel @Shyon @Aqa","html":"Nice Sharing 😊 @JC888 @Barcode @Shernice軒嬣 2000 @koolgal @DiAngel @Shyon @Aqa"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":540699858060728,"gmtCreate":1773028523105,"gmtModify":1773032690023,"author":{"id":"4101948424484190","authorId":"4101948424484190","name":"Success88","avatar":"https://static.itradeup.com/news/4408e1a22d73e99adb53aa65dde8ad91","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101948424484190","authorIdStr":"4101948424484190"},"themes":[],"htmlText":"War time too bad will down back soon","listText":"War time too bad will down back soon","text":"War time too bad will down back soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/540699858060728","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534385626518744,"gmtCreate":1771484357025,"gmtModify":1771485146690,"author":{"id":"4099302906769020","authorId":"4099302906769020","name":"L.Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099302906769020","authorIdStr":"4099302906769020"},"themes":[],"title":"","htmlText":"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&nbsp;chose to fork out money and settle,&nbsp;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","listText":"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&nbsp;chose to fork out money and settle,&nbsp;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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534385626518744","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":522448498811344,"gmtCreate":1768586108015,"gmtModify":1768789385248,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"title":"📉🎬🇪🇺 Netflix vs Europe, $83B at Stake as Warner Deal Odds Slide and Valuation Resets 🍿🎥📉","htmlText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a>&nbsp;<a href=\"https://ttm.financial/S/WBD\">$Warner Bros. Discovery(WBD)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/PSKY\">$Paramount Skydance Corp(PSKY)$&nbsp;</a>&nbsp; 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 $PSKY has been on the ground in Paris, meeting directly with President Macron and senior film executives. Paramount teams have made","listText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a>&nbsp;<a href=\"https://ttm.financial/S/WBD\">$Warner Bros. Discovery(WBD)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/PSKY\">$Paramount Skydance Corp(PSKY)$&nbsp;</a>&nbsp; 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 $PSKY has been on the ground in Paris, meeting directly with President Macron and senior film executives. Paramount teams have made","text":"$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","images":[{"img":"https://community-static.tradeup.com/news/19cfbe89d78a3f071e3b8024b1ccc510","width":"1641","height":"913"},{"img":"https://community-static.tradeup.com/news/4cdc020980e046e9d2ad344a05a38f79","width":"1641","height":"892"},{"img":"https://community-static.tradeup.com/news/c53c37bcfdc05cf7caf3403b81e8ae60","width":"1472","height":"1348"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":36,"commentSize":20,"repostSize":38,"link":"https://ttm.financial/post/522448498811344","isVote":1,"tweetType":1,"viewCount":3227,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"content":"🎬📈 Hard to ignore the scale shift. $Netflix(NFLX)$ turns 19 today, from a 2007 DVD catalogue with ~1,000 titles and a 6-hour viewing cap to a global content and distribution platform with an estimated ~315M subscribers. Earnings next week matters 📆, and Wedbush’s view that advertising becomes the primary revenue driver in 2026 📢 ties directly into the margin and valuation reset playing out now. Netflix has always reinvented first; the market usually prices it later. 🍿 🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢","text":"🎬📈 Hard to ignore the scale shift. $Netflix(NFLX)$ turns 19 today, from a 2007 DVD catalogue with ~1,000 titles and a 6-hour viewing cap to a global content and distribution platform with an estimated ~315M subscribers. Earnings next week matters 📆, and Wedbush’s view that advertising becomes the primary revenue driver in 2026 📢 ties directly into the margin and valuation reset playing out now. Netflix has always reinvented first; the market usually prices it later. 🍿 🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢","html":"🎬📈 Hard to ignore the scale shift. $Netflix(NFLX)$ turns 19 today, from a 2007 DVD catalogue with ~1,000 titles and a 6-hour viewing cap to a global content and distribution platform with an estimated ~315M subscribers. Earnings next week matters 📆, and Wedbush’s view that advertising becomes the primary revenue driver in 2026 📢 ties directly into the margin and valuation reset playing out now. Netflix has always reinvented first; the market usually prices it later. 🍿 🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢"},{"author":{"id":"4219318721265192","authorId":"4219318721265192","name":"Si Ling","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"idStr":"4219318721265192","authorIdStr":"4219318721265192"},"content":"//@Barcode: 🎬📈 Hard to ignore the scale shift. $Netflix(NFLX)$ turns 19 today, from a 2007 DVD catalogue with ~1,000 titles and a 6-hour viewing cap to a global content and distribution platform with an estimated ~315M subscribers. Earnings next week matters 📆, and Wedbush’s view that advertising becomes the primary revenue driver in 2026 📢 ties directly into the margin and valuation reset playing out now. Netflix has always reinvented first; the market usually prices it later. 🍿 🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢","text":"//@Barcode: 🎬📈 Hard to ignore the scale shift. $Netflix(NFLX)$ turns 19 today, from a 2007 DVD catalogue with ~1,000 titles and a 6-hour viewing cap to a global content and distribution platform with an estimated ~315M subscribers. Earnings next week matters 📆, and Wedbush’s view that advertising becomes the primary revenue driver in 2026 📢 ties directly into the margin and valuation reset playing out now. Netflix has always reinvented first; the market usually prices it later. 🍿 🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢","html":"//@Barcode: 🎬📈 Hard to ignore the scale shift. $Netflix(NFLX)$ turns 19 today, from a 2007 DVD catalogue with ~1,000 titles and a 6-hour viewing cap to a global content and distribution platform with an estimated ~315M subscribers. Earnings next week matters 📆, and Wedbush’s view that advertising becomes the primary revenue driver in 2026 📢 ties directly into the margin and valuation reset playing out now. Netflix has always reinvented first; the market usually prices it later. 🍿 🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢"}],"imageCount":9,"langContent":"EN","totalScore":0},{"id":538638071268440,"gmtCreate":1772525116074,"gmtModify":1772525120342,"author":{"id":"4104999657240490","authorId":"4104999657240490","name":"AI Mastero","avatar":"https://community-static.tradeup.com/news/2f4df0d4c4b80be617d7c4184182b5e0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104999657240490","authorIdStr":"4104999657240490"},"themes":[],"htmlText":"Abandoning the deal for whatever reasons was considered the best for Netflix and market has acknowledged that first. So that is a close call to sentiment. Further price development depends on actual revenue and profit growth combined with guidance. Innovation arm is still lagging behind","listText":"Abandoning the deal for whatever reasons was considered the best for Netflix and market has acknowledged that first. So that is a close call to sentiment. Further price development depends on actual revenue and profit growth combined with guidance. Innovation arm is still lagging behind","text":"Abandoning the deal for whatever reasons was considered the best for Netflix and market has acknowledged that first. So that is a close call to sentiment. Further price development depends on actual revenue and profit growth combined with guidance. Innovation arm is still lagging behind","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/538638071268440","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}