To The Moon

$Netflix(NFLX)$ $Warner Bros. Discovery(WBD)$ $Paramount Skydance Corp(PSKY)$ I have traded through decades of supposed revolutions. Dot-com, smartphones, social, cloud. And every cycle teaches the same lesson. The biggest winners do not ask permission to transform, they seize control. Netflix just did exactly that. This is not a simple acquisition, it is a rerating of the most important media asset on earth: our time and attention.

🍿 Streaming Share Tilt

US viewing share (Nielsen Nov):

• $AMZN Prime 22%

• $NFLX 21%

• $DIS 12%

• Hulu 11%

• Max 13%

• Paramount Plus 9%

• Others 12%

Global subscribers:

• $NFLX 301.63M

• $AMZN 200M

• $DIS 131.6M

• $WBD Max 128M

Now add HBO Max directly into Netflix. That instantly consolidates premium attention into one global platform with zero physical drag on margins. Disney has theme parks, Netflix has scale without gravity.

🎥 The Financial Intelligence of the Deal

$NFLX bids $27.75 to $28 a share; equity value $72B; enterprise value $82.7B. Netflix gains HBO Max, Warner Bros film and TV studios, DC, Harry Potter, and an 80K+ title vault that continues compounding value long after release dates fade. Q3 2026 closing expected after WBD spins off CNN and cable assets; delivery is a pure-play content engine with $2 to $3B annual cost synergies feeding straight into margins. And if politics interferes, Netflix still collects a $5B breakup fee; that is how you price inevitability.

Bloomberg’s content charts confirm what veterans already know, owning the library beats renting from it.

📉 Price Was First to Understand the Future

Weekly chart:

• Exhaustion flush into $98

• Institutional buying stamping the wick

• Price reclaim inside volatility structure

• 5 and 12 EMAs turning north together

• First target band $120 to $125

• Full recovery window $135 to $140

4H structure:

• Breakout from multi-week compression

• Trend extension supported by real volume

• $103 to $105 now a confirmed demand shelf

📈 Options Flow Proved It Before Headlines Did

I called this the easiest lotto-style setup available. Not because I took the trade, because the flow screamed conviction. More than $2M in aggressive ITM call sweeps: $98 strike; expiry 12 Dec 25; single 2000 contract print at $5.553; multiple 500-lot hits $4.35 to $4.60. That is smart money positioning before retail processed the story.

🔥 Valuation Rerate Underway

$NFLX has traded like a streamer for years; owners of global IP empires are valued differently. Oppenheimer reaffirms Outperform, price target $145; accretive FY28; minimal antitrust drag; strongest premium library worldwide post-close. This is not story-time, this is finance. Higher quality revenue supports higher multiples.

⚡ Political Noise is Just a Trophy for the Winner

Senator Warren called it an anti-monopoly nightmare; the incoming Trump team worries about a $40B+ financing. Good, it means the move worked. Markets price dominance long before regulators take a vote.

🎯 Execution Perspective From Experience

I do not chase news, I read the tape. The $98 reclaim told me capital had shifted. Pre-market dipped -2.8% on debt fears, opened +1.2% back above $104.80. I have seen this script too many times; weak hands out, institutions step in, narrative arrives last.

📆 Near-Term Catalysts to Drive Discovery and Price Discovery

I focus on what matters next. Over the coming sessions, the market is going to get more data that either confirms or accelerates this rerating: WBD shareholder communication within one week on structure mechanics; debt financing clarity expected next week; streaming engagement update ahead of holiday content slate; FOMC commentary reinforcing quality growth bids; OPEX dealer rotation tailwinds into higher strikes. Momentum only needs to continue surprising the skeptics.

🏁 Conclusion

I have traded long enough to know the difference between excitement and inevitability. This is inevitability. Netflix did not buy a business, they secured control over the global attention economy for the next decade. Competitors can debate the terms, price will not wait. Every major rerating I have profited from began exactly like this, ownership shifting from weak hands to strong, strategic leverage changing in real time, and the crowd struggling to keep up while capital already committed. I am not here to be agreed with, I am here to be early. Leadership has transferred, the market will recognise that truth faster than most traders expect.

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