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Will Fubotv $FUBO benefit from the dispute between Disney $DIS and Charter Cable $CHTR ?
TMT Breakout - Weekly recap: $DELL new AI play, $SHOP/$AMZN tango, Media plummets on $DIS/$CHTR, PC recovery takes hold, $TSLA narrative builds
TMT Breakout - Weekly recap: $DELL new AI play, $SHOP/$AMZN tango, Media plummets on $DIS/$CHTR, PC recovery takes hold, $TSLA narrative bui
TMT Breakout - Weekly recap: $DELL new AI play, $SHOP/$AMZN tango, Media plummets on $DIS/$CHTR, PC recovery takes hold, $TSLA narrative bui
Im sure alot of people here are affected by disney pulling their channels from spectrum
Insider Trading Weekly Update #025: $NOW, $CFLT Executives Bail, Largest Trades Overall + By Market Sector From The Past Week
Technical Analysis & Trades: SPY QQQ IWM // TSLA CHTR UNG AMGN
Charter slips 4% as earnings show cash flow worries, though subscribers rise (NASDAQ:CHTR)
Charter Communications (CHTR) Stock: Heads we win, tails we don’t lose
Michael Burry is buying stocks again after selling all of his stocks last August except GEO. In Q3 he purchased more GEO making his portfolio now over 50% in prison stocks. His new buys are QRTEA, CXW AJRD, CHTR, and LILAK
Really need a hit I mean green day tomorrow
Will Dillard's ($DDS) Buy Itself Entirely Back? Questions About The End Game For Serial Repurchasers
Where does Comcast go from here? Sell or Hold?
#afterhours #watchlist 09/20 $APRE - Aprea Therapeutics Presents Data From Phase 1/2 Trial of Eprenetapopt (APR-246) , $OEG - CHTR Orbital Energy Group Subsidiary, Gibson Technical Services, Awarded Additional Telecom Project... Any trading ideas? Welcome in comments! Also Check my App!
Fundamental & Comps Analysis for VZ, T, and TMUS. Fair value estimates included.
Mentions
Any reason you prefer CHTR over CMCSA? Morningstar agrees with you that CHTR is more undervalued, so certainly there's something to it, but I'm not used to deep value investing. I slightly favor CMCSA for the following reasons: - Upcoming Versant spinoff may be a catalyst for re-rating in favor of CMCSA. - Peacock at least gives CMCSA at least some growth potential. - Debt is much more manageable for CMCSA (similar absolute amounts). - Universal Parks provides some a different revenue stream which generally commands a higher multiple.
CHTR broke out and retested long term downtrend. Appears to have bounced off. Lots of short interest, could get juicy.
CHTR will merge with Cox 2026, becoming a larger ISP than Comcast. No diversification but they are adding fiber and mobile offerings vs Comcast that is sticking with cable and expanding into entertainment which has become very competitive with all the streaming services and box office flops. Even if AI delivers, people will still need internet access.
Damn CHTR and CMCSA
CHTR isn’t as well diversified as Comcast is. However, the valuation is cheap for both, but less risky would be Comcast.
The same can br applied to CHTR as well ?
CMCSA, KMB, CHTR etc not sure there’s more
Out of the NASDAQ 100 components, 37 stocks are down more than 20% from their 12-month peaks. The average decline among these 37 stocks is about -32.5%. The most severe drawdown is TTD (The Trade Desk) at -66.6%, driven by broader ad tech sector pressures and macroeconomic slowdowns. Some others: LULU MSTR CHTR TEAM ....... Profit booking, estimates of disappointing ROI from AI investments (~75% failing), a softening labor market, and warnings from JPM and MS CEOs on policy-driven downturns are converging - Quote "global equity markets could face a healthy correction of 10% to 15%."
Bagholding CHTR and CMCSA hopefully it goes up I’m down bad
Thoughts on CHTR and CMCSA?
CHTR and CMCSA most dogshit stock 🤡🤡🤡
Funny people call Buffet this genius because he’s sitting on billions of dollars. He never put a penny in NVDA. He went heavy on CHTR and Sirius Satellite and got in UNH at 380 then sold most of his Apple shares and missed out on billions more. Whatever dip he’s waiting to buy he won’t be alive to spend his almost 300 billion in cash on. Makes sense he stepped down from Berkshire.
Bought CHTR calls wish me luck
Im long on CHTR post earnings 400+
CNC, Comcast and CHTR l, crossing my fingers!
Everyone should be buying a good quality companies instead of companies losing money like BYND. Take a look at CHTR and DECK. These are well below their highs and have extremely low price/earnings ratios. Both are a great value!!! Take a look and get some!
Everyone should be buying a good quality companies instead of companies losing money like BYND. Take a look at CHTR and DECK. These are well below their highs and have extremely low price/earnings ratios. Both are a great value!!! Take a look and get some!
Everyone should be buying a good quality company instead of companies losing money. Take a look at CHTR and DECK. These are well below their highs, and have extremely low price/earnings ratios. Both are a great value!!!
When theultiple becomes so egregious you can't justify it and you have stocks lined up to make paying the cap gains worth it. Bare in mind the multiple I would sell a Google for is much higher than the multiple I would sell a UPS or a CHTR for.
I'm hoping CHTR is a pick and shovels buy for AI centers. It's cheap enough I don't super care either way though.
CHTR gotta be gearing up for some big movement, there's 1400 contacts for 1/19 290 calls now, there was only 300 last week
Looking into MELI, KEP, UNH, and CHTR. Not sure yet.
Look how they massacre my boi $CHTR 😂
Look how they massacre my boi $CHTR 😂
Look how they mess with my boi $CHTR
https://preview.redd.it/p2uijeihh4hf1.jpeg?width=1284&format=pjpg&auto=webp&s=9636c3860bbe0237d4869b1fa532e921ed01741a How cooked am I? $CHTR
Yup, agree 100%, why? After they acquire COX they'll be the largest internet service provider in the US. Now you know what's more undervalued? lbrdk stock, why? Because it accepted to be acquired by CHTR for .23 stocks of CHTR when CHTR was $380, that's $87 per stock and it currently sits at $50
Take your pick… $XEL, $MSTR, $PEG, $CHTR, $PEG
Just give me a down $20 day for CHTR
Give me one more down CHTR day and I’ll be happy
ill say it again. the trick is to play earnings AFTER. doing it before earnings is flipping a coin. your better off smashing the put button at market open then just blinding buying before earnings. UPS CHTR SPOT all same shit.
$CHTR - looking good for a long reversal. Significantly oversold on a near miss.
CHTR got its ass handed to it. So much for safety.
Alright, because of this I regardedly bought calls for CHTR
CHTR fell 18% thoughts on long calls?
so you mean to tell me if it wasn't for CHTR, we'd be over 6400?!?!
Just because CHTR is sucking COX doesn't mean y'all have to lol
whoever had CHTR puts eat pastas and lobsters tonight
I hat a terrible week here, but another 5-10 dollars down for CHTR and I will break even or even make a bit of money this week
Thought on investing in CHTR? Earnings report comes out tomorrow [https://www.trefis.com/stock/chtr/articles/570100/what-to-expect-from-charter-communications-earnings-report/2025-07-23](https://www.trefis.com/stock/chtr/articles/570100/what-to-expect-from-charter-communications-earnings-report/2025-07-23)
Did donnie give us all another tip with his wifi tweet and SPECTRUM? CHTR
You thinking of just holding for a few hours and selling when market opens? I do see CHTR is merging with its rival company - will this impact stock or boost? Given timing of that Trump post you linked does that directly go hand in hand with a rise? I'm new sorry for the questions. Got 3k to spend as a first timer (have put 1k on archer activation) leaving 2k. But your comment has got weight to it given the timing of that post - what would you do in my situation with this info and 2k left?
If your are looking to get in and out on todays opening with leverage. ASTS, CHTR or **CMCSA**. Why? Check out trumps post on truth social from last night- major investments coming to Telecom https://x.com/trump\_repost/status/1924917843474448539.
Charter Communications (CHTR) owns Spectrum cable company. I’m buying calls tomorrow lol.
Clearly $CHTR, he capitalized spectrum for a reason
Spectrum is Charter $CHTR
CHTR going to be moving?
Currently I'm about 5% gold and crypto (I hate crypto, but I still buy it). Defensive dividend stocks like BTI and CHTR. I did like Berkshire Hathaway's big cash position and moved 10% to that and it paid off. I trimmed positions in Apple, Microsoft, NVDIA, and Tesla but still have exposure. SOUN was my AI defense against Microsoft and I got absolutely clobbered on it, but it was less than 1% and I still think the risk-reward was there. INSW and EBF are examples where I thought there was inherent value that wasn't too much at risk and will never go to zero. ET is sort of in the same boat with the Texas data centers. I'm down on it, but I still believe in it for defense. Lastly, YMM was my biggest international play (Chinese trucking software company) outside of pharma large caps. It has been a very pleasant surprise. I'm not a huge bond fan but have upped that from 11% to 24% earlier this year. YTD I'm up about little under 2% which feels like a win to me. My small caps mutual funds haven't done well. Once the tariff stuff settles I'll reduce the bonds and see where I can find value back in equities.
Generally speaking I've been looking at ones that are up at least 60% over the last 5 years. Dollar General actually happens to be one of the exceptions. And then I try to get as much sector diversity as possible, so I've got stuff like CAT, MNST, LMT, WMT, TSCO, SNA, LLY, AN, CHTR among others. I've tried looking for some internationals as well that meet that criteria but they're a bit harder to find. I think the most notable is MercadoLibre. And then in much smaller quantities I've been DCA'ing some more speculative stuff like quantum computing stocks and crypto. My thinking is that if they outpace the S&P, great, I'll then take profits and move it to SPY, and if not, it's not that big of a loss.
For stock selection I just look at charts: going up is good, going down is bad. Add in that you've at least heard of the company. And that it's relatively big. Have you ever looked at Barchart? I'll walk you through one way to go about finding good stocks. Go to Barchart.com. Click on "Stocks" at the upper left. In the dropdown, far right column, under Sectors, click "Stock Market Sectors." Sort of in the upper left, in the dropdown box, change "Today" to "1-year." The top sector is "Communication Services," up 35.2% over the last year. Click on it. Scroll down the page until you see the list of stock symbols. At the upper right of that list in blue it says "flipcharts." Click it. Oops, you need a free membership, so sign up for that. Now click "flipcharts," and you're looking at a candlestick 6-month view of probably CHTR. Upper left, change the time frame to 1Y. Upper right, change Template to Line Chart, Percent. (I hate the candlestick view, but keep that if you want.) Now, *finally*, you have some charts to flip through. Just 19 of them, shouldn't take you more than 5 minutes your first time. You can click to the next chart at the upper right, or use the right arrow on your keyboard. You're just looking for charts that look like Walmart's, up and pretty smooth. CHTR, no. CMCSA, no. DIS jumped a lot in November, but isn't going up. EA, no. **FOX**, boom! That's what we're looking for. And FOXA (I don't know the difference.) GOOG is sort of okay, but I don't like those 3 big drops. LYV I mostly like. META seems to be taking off. NFLX maybe, but that big drop is scary. Same with T (though I got in it November 11th, and still in). TMUS that big drop is scary, but man, it's almost straight up since then. I'll probably put a Diagonal on it Monday. That's it. We looked at 22 charts. When you get used to it you'll do that in 2 or 3 minutes. Note the ones you like, then look at them more after this initial scan. That's really all there is to it. You're buying into strength, riding the trend up. But keep an eye on them, and when they start leveling off, find other ones to replace them. And this was just one place to look, Market Sectors. Other sectors are doing well too: Financials, Utilities, Consumer Discretionary, IT. This is finding the best-performing sectors, and then the best-performing stocks within that sector. It's very powerful. Let me know if you couldn't follow this, or if you have any other questions.
Comcast down 8%. CHTR down 6%. WBD up. Wtf happened with that Comcast deal? Did Warner Bros get a major win in that deal for this price action? No idea since this sub hasn't made a thread on that deal yet.
TEAM and possibly CHTR. Currently holding APPL 240c. You?
CHTR has some juicy 11/1 premiums
Can spectrum not die on me for 5 minutes  feel free to short this company bers CHTR
I want to answer your question but find it really confusing, sorry. Maybe this link with a real example will help? https://wallmine.com/nasdaq/pep/debt-to-equity-ratio If you type CHTR in search it will be in there.
CHTR is such a turd now. One pop on earnings and back to a slow bleed
Sold dis 8/9 $84c and CHTR 8/2 $375c amazon 8/2 $167.50c
They are losing broadband/cable subs and Peacock isn't profitable or a growth story. It's not going to 0 but the cable business is not great (see CHTR in recent years.) While CMCSA has diversification, it's cable CVS and CHTR is cable WBA.
Well I owned 200 shares of CHTR ...bought at $320 (assigned actually via puts) several months ago... and sold at $310 weeks ago...lost faith of recovery. Today, the stock rocketed. I'm a bit devastated really. Now I'm hoping PYPL and MDB recover.
Damn. CHTR went through the roof. Cable is outperforming AI.
boomers gettin rich with MMM +17% & CHTR +17% yo dad, I didn't mean what I said bro, gimme some $
CHTR be great 🚀🚀🚀 https://preview.redd.it/54h2iwzq5ved1.jpeg?width=1242&format=pjpg&auto=webp&s=65b7df926704514f45aa2e57814e40268056135b Fill the gap 🚀🚀🚀
CHTR puts at open. It’s weak.
$CHTR let’s get a run like $NOW $CHTR 52 week high is $458 Current trading at $348 Moon city is upon us.
CHTR with a huge V today. Any chance for the checkmark?
I see potential upside/downside with CHTR for a play on the 26th
CHTR has been a dirty dog today
CHTR is not playing nice today
NKE, SONY, CVS, CHTR, PYPL, INTC would like to have a word with you
CHTR june calls. Ill be looking at 280-300 verticals
Fair. I didn’t like my crappy internet from Charter. Cancelled and got AT&T fiber. Am considering puts on $CHTR.
CHTR and CABO might be worth a look. I own 200 CHTR and sold several puts 280/290 strikes which I just rolled for more $$ after the price run up. They both look like they are coming out of a slump.
I’m down on BABA and several others. I sell CC’s a day or 2 before exp and make $20-$80 per contract. You could do that if you don’t want shares to get called away as less time for a run up. I own ETFs but also a lot of individual stocks and my account was up 1.14% today while the market was down. Baba up, CHTR up, team up, fxi up, aapl up …plus I sold puts on those due to stock price being down. Waiting for SNOW to come back ugh! I ran the numbers Re holding QQQ or VOO and while I’d be up more now if I’d only held those, I also know those positions which are down now will pop back up. I have a lot of $$ in cash and waiting for QQQ and VOO to dip and I’ll buy a lot then. Wish I’d done that last fall. Just an fyi …some individual stocks are worth holding. I made so much $$ on SGEN a long term held bio tech company that got bought out last year …made almost $100k. Appl is the same as well as my oil stocks which I bought 2020 and great dividends. Holding ETFs is best but some individual stocks are worth it. BABA will be up to $100 this year. Check out the call options.
I would load up on CHTR if you get a chance.
CHTR, if you're going respond to a comment the least you can do is read it correctly
For my BISHES: MW Nvidia's next mission: Make even more financial history 03/02/24 5:31 AM No company has ever posted financial results quite like Nvidia's, but that just means Wall Street now expects the Silicon Valley chip maker to do something else that has never been done Nvidia Corp. has just given the world the details of its historic financial year. Its reward: Expectations that the chip maker will accomplish something that has never been done before. When Nvidia (NVDA) wrapped up its fiscal year with an earnings report last week, the astounding numbers sent the stock to records and boosted indexes to their own all-time highs. The market capitalization of the company is hovering around $2 trillion and its stock has increased by nearly 1,900% in the last five years. But if you think closely about a few of the numbers that were included in Nvidia's recent financial report, you will realize just how incredible Nvidia's last financial year turned out. It really is one for the record books. Nvidia in its 2024 fiscal year produced profit of $29.76 billion, a feat in and of itself. But that number is even more mind-blowing when compared with Nvidia's past performance: The chip maker had never produced an annual revenue total that high in its 25 years as a public company, with sales topping out the previous year at $26.97 billion. The Dow Jones Market Data team crunched the data on those 25 years and discovered that no company had ever accomplished that feat at Nvidia's scale. Since 1999, nearly 300 companies had produced profits that were higher than any previous revenue total, but most were much smaller companies that produced profit of less than $1 billion in their record years. More from Jeremy: Will Nvidia stock be more like Apple or Cisco in the AI era? Previously, the highest profit total that exceeded any previous revenue total belonged to Moderna Inc. (MRNA) The vaccine maker produced profit of $12.2 billion in 2021 after introducing its COVID-19 vaccine, but that profit was less than half of what Nvidia put up last year. Only three other companies surpassed $10 billion in accomplishing the feat: Another vaccine maker, BioNTech SE (BNTX), in 2021; Gilead Sciences (GILD) in 2014, thanks to Sovaldi; and Charter Communications Inc. (CHTR) in 2009, which was largely a paper profit that resulted from exiting a bankruptcy exit. There is a chance that Nvidia's record doesn't stand for long, because it could fall just this year. But it would be Nvidia that breaks it - after putting up sales of $60.9 billion last year, Wall Street expects profit of nearly $56 billion this year. And analysts' projections have steadily come in lower than Nvidia's actual performance in recent quarters. Those earnings expectations stand out in another way, though. After last week's blowout earnings report, analysts' forecasts increased to the point that Wall Street now expects Nvidia to surpass $100 billion in revenue this year, a barrier even Intel Corp. (INTC) has never broken. Opinion: Nvidia is seeing a generative-AI boom, but don't bet on it spreading to the rest of tech When we put the revenue and profit expectations together, something stands out - the margin. Wall Street expects Nvidia to take home more than 50 cents of every dollar it collects in net income this year, which would establish a record that doesn't need the "at that scale" qualifier. Dow Jones Market Data combed through financial records dating back to 1999, and found no companies that have ever produced $100 billion in revenue with a net profit margin greater than 50%. If Nvidia lives up to - or beats - Wall Street's expectations, it would be the first company to ever accomplish that feat. For more on how Nvidia reached this point, and what it means for the market, listen to this week's On Watch by MarketWatch podcast. Check out On Watch by MarketWatch, a weekly podcast about the financial news we're all watching, and how it affects your wallet. MarketWatch's Jeremy Owens trains his eye on what's driving markets and offers insights that will help you make more informed money decisions. Subscribe on Spotify and Apple. -Jeremy C. Owens This content was created by MarketWatch, which is operated by Dow Jones & Co.
MW Nvidia's next mission: Make even more financial history 03/02/24 5:31 AM No company has ever posted financial results quite like Nvidia's, but that just means Wall Street now expects the Silicon Valley chip maker to do something else that has never been done Nvidia Corp. has just given the world the details of its historic financial year. Its reward: Expectations that the chip maker will accomplish something that has never been done before. When Nvidia (NVDA) wrapped up its fiscal year with an earnings report last week, the astounding numbers sent the stock to records and boosted indexes to their own all-time highs. The market capitalization of the company is hovering around $2 trillion and its stock has increased by nearly 1,900% in the last five years. But if you think closely about a few of the numbers that were included in Nvidia's recent financial report, you will realize just how incredible Nvidia's last financial year turned out. It really is one for the record books. Nvidia in its 2024 fiscal year produced profit of $29.76 billion, a feat in and of itself. But that number is even more mind-blowing when compared with Nvidia's past performance: The chip maker had never produced an annual revenue total that high in its 25 years as a public company, with sales topping out the previous year at $26.97 billion. The Dow Jones Market Data team crunched the data on those 25 years and discovered that no company had ever accomplished that feat at Nvidia's scale. Since 1999, nearly 300 companies had produced profits that were higher than any previous revenue total, but most were much smaller companies that produced profit of less than $1 billion in their record years. More from Jeremy: Will Nvidia stock be more like Apple or Cisco in the AI era? Previously, the highest profit total that exceeded any previous revenue total belonged to Moderna Inc. (MRNA) The vaccine maker produced profit of $12.2 billion in 2021 after introducing its COVID-19 vaccine, but that profit was less than half of what Nvidia put up last year. Only three other companies surpassed $10 billion in accomplishing the feat: Another vaccine maker, BioNTech SE (BNTX), in 2021; Gilead Sciences (GILD) in 2014, thanks to Sovaldi; and Charter Communications Inc. (CHTR) in 2009, which was largely a paper profit that resulted from exiting a bankruptcy exit. There is a chance that Nvidia's record doesn't stand for long, because it could fall just this year. But it would be Nvidia that breaks it - after putting up sales of $60.9 billion last year, Wall Street expects profit of nearly $56 billion this year. And analysts' projections have steadily come in lower than Nvidia's actual performance in recent quarters. Those earnings expectations stand out in another way, though. After last week's blowout earnings report, analysts' forecasts increased to the point that Wall Street now expects Nvidia to surpass $100 billion in revenue this year, a barrier even Intel Corp. (INTC) has never broken. Opinion: Nvidia is seeing a generative-AI boom, but don't bet on it spreading to the rest of tech When we put the revenue and profit expectations together, something stands out - the margin. Wall Street expects Nvidia to take home more than 50 cents of every dollar it collects in net income this year, which would establish a record that doesn't need the "at that scale" qualifier. Dow Jones Market Data combed through financial records dating back to 1999, and found no companies that have ever produced $100 billion in revenue with a net profit margin greater than 50%. If Nvidia lives up to - or beats - Wall Street's expectations, it would be the first company to ever accomplish that feat. For more on how Nvidia reached this point, and what it means for the market, listen to this week's On Watch by MarketWatch podcast. Check out On Watch by MarketWatch, a weekly podcast about the financial news we're all watching, and how it affects your wallet. MarketWatch's Jeremy Owens trains his eye on what's driving markets and offers insights that will help you make more informed money decisions. Subscribe on Spotify and Apple. -Jeremy C. Owens This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.
CHTR about to acquire Altice $ATUS
I have a position in charter I want to be up front about that. I like their willingness to leverage and return capital to shareholders through buybacks. I will try to give the pro's and cons with as little bias as possible. Pros: MVNO they are reselling verison phone network to theor customers in an exceptionally profitable way long term for CHTR the last two quarters they added over a half million wireless lines. I feel this growth will offset the decline in cable subscribers. They are spending billions on a subsidized rural build out through 2026 for sure and possibly longer depending on the roll out specifics of the governments BEAD program this is depressing how profitable the company appears. They are currently also upgrading their network to doc-sys 4.0 it I believe is going to cost the companysomewhere around 3 billion (very back of the napkin I am not looking it up) this could be seen as a temporary headwind but if you believe managements comments this upgrade should save CHTR 800m a year in maintenance Cap-ex Chtr is sensitive to interest rates and is likely to respond more positively to rate cuts than the broader market. Cons- video customers are declining significantly and if this accelerates it could create a very uncomfortable financial position. Share buybacks has been drastically muted because of higher Cap-ex Chtr has a capital allocation strategy that maintains a very High debt 4.5 debt to ebitda target. This last quarter was brutal, huge cable losses and even broadband losses despite the new passings because to the Disney dispute. (not sure that justified a 25% market cap decline I bought into that dip) but of upcoming quarters look like this it could look bad. Conclusion: I think it's a stable buisness that will have a reasonable organic growth but also have a good total return because they will return profits to shareholders. If cable subs stickier than people expect could have great returns. I own chtr through liberty nroadband for the discount and because I hope to own for decades. But to answer your question when will it hit its 800 dollar ATH I don't know and there isn't a chance in hell I would have bought it at that level or would buy it at that level today. But surely it will eventually it's a pretty cheap stock for an American quasi utility.