Reddit Posts
Anyone else’s CHTR options expiring worthless since they pushed back earnings?
$CHTR: Can you make money on one of the most hated companies?
Charter Communications potential rerate $CHTR
CHTR stock. Wall Street Magic : -82% and Still “Bullish”
SPCX at 2.27 Trillion Market Cap - 6th highest and within 12% of AMZN
SPCX 1st Sell rating and 115 target - stock at 165 when news hit
Nasdaq-100 Index Quarterly Changes - Added: Astera Labs, Inc., CoreWeave, Inc., Nebius Group N.V., Rocket Lab Corporation, Teradyne, Inc.
NASDAQ adds five companies to NASDAQ-100 index in quarterly rebalance
NASDAQ adds five companies to NASDAQ-100 index in quarterly rebalance
In an irrationnal world, Charter communications (CHTR) might be the swing trade we don't deserve
In an irrationnal world, Charter communications (CHTR) might be the swing trade we don't deserve
Charter Communications might just be undervalued
Of the NASDAQ 100 components, 37 are down >20% from their 12-mth peak. Is 10-15% correction fair to expect? JP, MS CEOs say, Yes!
Top stocks hitting 52-Week Highs/Lows - September 8, 2025 📈 📉
All In $CHTR totally undervalued with impending hike coming!
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates CLBR, FARO, CHTR on Behalf of Shareholders
Got tired of writing visualization scripts every time, so I built a lightweight dashboard for stock
(05/16) Interesting Stocks Today - Medical Madness and Mergers
(05/16) Interesting Stocks Today - Medical Madness and Mergers
Charter Communications and Cox Communications Announce Definitive Agreement to Combine Companies
Richard Pzena Portfolio: Top Holdings in May 2025
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
Ironically $CHTR carried me through the bloodbath today. We have parted ways but thank you for your service
I am full port $GOOG now. Goodbye $CHTR you are no longer my best friend
Sadly better odds than $CHTR FUCK ME
Probably as likely as my $100k I nuked in $CHTR coming back
Glad I lost my money on $CHTR so I couldn’t on $GOOG
I’m so glad my AI investor friends now understand the pain I feel bagholding $CHTR options. Bagholders unite!
Step 2 sell $CHTR calls to someone going through a midlife crisis so they can watch the world burn … er their money
Pump my $CHTR bags and then I’ll pay you a commission
What a pussy. I fullported $CHTR and have held to a -49% loss so far.
Guys please just pump $CHTR. I'll make a dope meme
CHTR bagholder here as well brother Thrilled to meet you
Still down $85,000 on $CHTR ahhhhhggg
Cable TV and landline phone service are both declining markets, and represent the bulk of CHTR’s operations. That alone would make me not want to invest. Sure they have internet and fiber divisions, but these are newish and have no meaningful competitive advantage over other big players Tack on the absurd debt load they’re carrying, and a board that seems intent on propping the stock price over pursuing actual business, and there’s no way I’d put any money on this. Plus, if you find yourself betting on a rate hike to save your money right now, you’re not making the right choices
Please just buy $CHTR to pump my bags thx
Hey at least you didn’t invest in $CHTR like me.
I donated money to CHTR shorts but I only get a $3000 write off. Scam
Why wouldn’t you want to buy broadband cable with a declining customer base!? And terrible brand reputation :) $CHTR
They are going to buy $CHTR just you wait...
$CHTR 8% swing in 2 days. This fracking ticker
$CHTR I never stopped believing in you 😌
If rates are going to collapse like this CHTR is going to run. I expect this is a great time to buy. Gonna sell some more puts on it and buy some shares
Now you know how I felt with $CHTR AI crowd
Looks like a lot of short covering happening today VITL LULU CHTR All having good days. I’m sure there’s many more as well
Hey at least you didn’t blow it on CHTR. I also bought options on the way down as my share crumbled 63k -> 18k with 2 months until expiry …
If $CMCSA doesn’t do well tomorrow I’m cooked. Have been bag holding December $CHTR calls down 55%
$CHTR Come on in… the water’s warm
Man can musk just buy $CHTR already
Son let me tell you about where your college fun went in 2026… I decided to buy $CHTR. Good luck repairing robots for your school!!
Hey wsb. Roast me for going all in on $CHTR. Thanks.
I put all my money into $CHTR bc I’m a masochist.
Oblivion face. I sell the finest stocks in all America. Welcome to my store! We only have $CHTR 😉
CHTR might not disappoint for once 🤣😭🔪
Don’t worry I’m down 60k on $CHTR. I’m at peace.
Meanwhile $CHTR is up 7% this week. I tried to tell you guys
$CHTR holding the fort. Probably gonna rug it once they Pavlov us like last time but for today we stand strong
Lemme think about it. If CHTR goes down my kid doesn’t get his college fund
Up $35,000 this week $CHTR up 1% today let’s gooooo
My port is green $CHTR. Chilling watching Bloomberg on my cable package.
Just buy $CHTR….its already been manipulated for a while crowded short
$CHTR 🚀 I tried to tell you guys but few listened
I’m am 3.3x leveraged into $CHTR full portfolio. Only 35% down now.
$CHTR is getting its glow up. Nick doesn’t fuck around
Guys if my $CHTR position goes green my son gets a 529 college account
I could have put my money into my sons college fund. Instead I bought CHTR
I leveraged into $433,000 of CHTR stock and full ported last two weeks. Started with $210,000 of shares.
Yes can you guys pump my heavy CHTR bags? Thanks
Hold on to my CHTR options baby
Nick cleaning house at CHTR already love it
never forget how l was in money markets for 2 years and then full ported into CHTR with leverage and lost 45% of my money in 1 month during a midlife crisis
Hey at least you didn’t lose $90,000 buying calls on CHTR like me. This seems like a more modern stock that could more likely turn around.
If CHTR goes down one more day I’m taking a big L. Down almost every day for a month this is MADNESS
CHTR at $100 soon is going to be a huge buy.
Why isn't $CHTR affected?
For me it’s APP FSLR CHTR
Sold a lot of puts and this is whats coming up: On 10/16 I have all of this coming for assignment: 1x APP 300p (277 current) 2x CHTR 120p (108) 5x RCAT 8p (6.6) 1x RDDT 150p (149) I have $40k to take assignment with. What do we take and what do we roll fellas? I can roll 300p down to 11/20 280 for a couple bucks of credit I can roll CHTR to 11/20 110s for small credit RDDT I can just close for profit if desired. I'm gonna take the RCAT assignment for -reasons-. Could also take it in proportionally to notional value since that should say something about my confidence about the position.
Personally, I think it's often a red flag and a misallocation of capital when a company uses debt to fund buybacks when they have a low Free Cash Flow Yield. NVDA tripled their Total Debt last quarter and is sitting on a pile of cash in part because of that. Their FCF Yield is only 2.1-2.2%, which I would consider low. Using debt on buybacks when your stock price is at all time highs is foolish in my opinion. If you're looking for an example of why, just look at Charter Communications (CHTR) between 2020 and 2026. They spent \~$31.5B+ on share buybacks between Q3 2020 and Q3 2022, exactly when their stock price was peaking at $500-700 / share. During that same period they accumulated \~$18B+ in new debt. In the following years after their stock price has tanked (recently down to \~$100-160), they have been having to focus more on debt paydown at the time when their stock is at an ideal buying price. I made a model and crunched the numbers and determined that if Charter had just focused on paying down their debt when their stock was at all time highs and their FCF Yield was lower, they could have reloaded back up to the same debt they have today and bought something approaching \~97% of shares outstanding with the same balance sheet capacity. Now is that attractive to shareholders in the short term? No. But a company I'd want to hold for the long term is a company that understands how to get the best returns on every dollar they spend... and I don't think that's what Nvidia is doing here.
Or they need to issue new equity at super low stock price = very dilutive = death spiral Always be extra careful when market cap is very small compared to debt. CHTR filed for chapter 11 in 2009, from memory.
Fiber overbuilding is extremely expensive and many have already gone under. The competition story is overplayed. CHTR can continue to upgrade their last mile to fiber after they settle their debt and buybacks. Nobody with a real job is going to put the whole family on 5G and starlink is niche But thanks have been trying my hand at writing sci-fi finance Solarpunk stuff
Guys why did I buy CHTR aka spectrum stock and options. I’m down 60k. I wrote a rant last night on anesthesia drugs
I mean this post is cool but you don’t have any evidence of this? This would be a much more interesting idea if CHTR wasn’t literally melting away. The stock has sold off for a reason, the fundamentals are terrible. Top and bottom line are forever declining due to competition, cheaper alternatives, and charter having slower speeds. They have continued to bleed customer losses and it’s accelerating not declining. If they can somehow show that their custom retention is improving it will sky rocket but starlink and other providers are a massive risk.
Arete cut CHTR from $124 all the way to $68 on October 1 - but let's try calls anyway!
CHTR... It's not often you can look at the 1D / 1W / 1M / 6M / YTD / 1Y / 5Y for a stock and have \*all\* of them be negative. No need to worry timing the market on this bad boy, because you're going to lose money regardless of your entry and exit positions.
This reads like the intro to a documentary i'd actually watch. The handwritten filings bit is wild and exactly the kind of obscure edge that makes you wonder what else is buried in those PDFs. The CHTR price action you're describing feels like textbook bear raid stuff but with the added layer of these analyst cuts acting as cover. Hard to prove intent obviously but the timing is suspicious enough to make you squint. I rode a similar rollercoaster with a telco a few years back where every time it looked like a recovery was building some new downgrade would materialize out of nowhere. Your 2028 calls give you plenty of runway at least. If the fundamental value is there it's just a matter of whether you can stomach the whipsaws between now and then. The hard part is watching them manufacture the narrative while you sit on your hands.
Me too. Down 60k on CHTR so far
No, I don’t buy high… Or rather, just like with some large-cap stocks… I did buy too high, but only after a 30 per cent correction. Unfortunately, this market is such a bubble that some shares, such as STLA, rose by 500 per cent and then fell to a tenth or 5x of their value. And many stock in the top 1,000 have done the same. NKE MDLZ GIS CHTR STLA etc. etc. But, inevitably, everyone is talking about nothing but the global top 10, which is driving the SPY and QQQ to new all-time highs every week.
Not at all. I don’t buy ETFs when the financial markets are at their peak. Of course, the markets may continue to rise, but I won’t be part of it. I haven’t cut my losses… all my positions are still open. I’m taking a beating on STLA, CHTR, PEP, GIS, MDLZ, KHC, PSNY, LCID, etc., but I’m keeping these positions open.
Well considering I just got off a flight (BA) and drove my Model 3 (TSLA) home, where I then donned my Nikes (NKE) and Lululemon exercise cloths (LULU) to ride my Peloton (PTON) bike while watching some Disney+ (DIS) thru my Charter Internet (CHTR)... I should just stick with Index Funds.
CHTR is grossly undervalued. Lots of the individual events coming together at once. FWIW. CHTR traded at 425 as recently as last May
Buy CHTR September 18, 2026 $180 Call
I'm long 2500 shares. Screwed myself ot of about 15k last week because I wrote some covered calls. Her's my story on CHTR Bullet points: Multi-year rural expansion winding down and system wide upgrade almost complete will reduce Capex by \~3.5B a year - from 11.5 to 8. This goes straight to FCF. Video - Losses should abate now that streaming services are available via the cable bundle. Cost of buying the individual services costs almost the same as the bundle. Some subscribers will only want some of the streaming services to save a few bucks, but most of them have already made the switch. Broadband- Overbuilding is an annoying threat but much of the cream has been skimmed. Overbuilding should abate, or at a minimum, have less of an effect as less attractive markets are built out. It's unlikely that a satisfactory ROI would be met by any prospective third competitor. The most likely competitive environment is a stable duopoly with both mkt. participants profitable. Rural mkts. will likely be monopolies. Mobile- growing at 20%. 12.8mm lines. Currently no signs of slowing down Landline-VOIP declining but not a large portion of the business. Cox merger expected to result in 800mm to 1B of synergies. As a result of the above, FCF is expected to reach 9B at the midpoint by the end of 2027. At an expected post merger share count of 177mm (stated in q-2 earnings call) and current price of 150, the equity of the combined entity is worth \~27B, for a levered equity yield of roughly 33%. Debt reduction. The face value of Charter/Cox bond portfolio is roughly 100B but the Market value is \~10-12 Billion less. They just completed the first phase of a 20 Billion dollar debt restructuring. They will be announcing the effect of the first wave very soon. Tender offer ends August 12. I have spitballed the result. Charter will spend about 400mm in cash (probably from cash flow) and issue 4B of new bonds at \~7% to retire 5.3B of face amount bonds. This will result in a debt reduction of 1.3 Billion, which will be booked as one time gain next Q-That's over 10 dollars a share on current share count of 117mm. There is 15B restructuring still to come although, since they tendered for the lowest coupons, the discounts from face amt. in future tenders will be less. That's basically it for the ops piece. But how do you analyze the value of the combined Cox/Charter entity? One way that doesn't require a lot of brain damage or trying to generate your own estimate is to just look at the merger price. The implied equity price was about 324 dollars a share for Cox. Both companies had 7 digit fairness opinions prepared by Wall Street investment advisors. That's how it's done. So that's a pretty good data point. Better than yours or mine. Another meatball metric - A SOTP analysis of the Comcast "cable" business implies an EV of 185-192B. Charter will be bigger than Comcast post merger but just assume they are the same size. Subtracting 100b in debt leaves the Charter equity worth 85-92B At a post merger share count of 177mm. that makes the Charter equity worth \~ 520 bucks a share. Last meatball metric is this: Cox is almost exactly 1/5 the size of Charter and the total consideration to Cox was 34.5B. Valuing Charter at 5x of that, yields an EV for Charter of \~172.5B, add in Cox and you're looking at \~206B. Subtract 100B debt and divide by a 177mm share count. That gets you 600 bucks a share. If you think all of this is crazy, remember that less than 5 yrs. ago Charter traded at 800 dollars a share and just over 1 yr. ago traded at 425. Now trading at 150.
For those asking about a stock tmrw, I present the $CHTR bull case in short: Stock is around $150, down \~80% from ATHs, trading at roughly 4x earnings with about $4.7B LTM FCF vs an \~$18B market cap. Q2 share count was down 13.1% YoY, so buybacks are doing a ton of work for EPS. Bear case is obvious: \~$94B debt, broadband subs still declining, EBITDA down, and Cox adds more leverage. If broadband is in permanent secular decline, this is a value trap. What I think is interesting is the catalyst setup. Tomorrow, Aug. 13, CPUC votes on the Cox merger, one of the last major regulatory steps. Combined CHTR/Cox would become the largest U.S. broadband provider. Then there’s the wildcard: on June 26 Bloomberg reported executive-level talks between SpaceX and Charter about a mobile partnership. Charter declined comment and SpaceX didn’t respond. Since then SpaceX has talked publicly about building out a true mobile service with terrestrial infrastructure. My speculation: it would make sense to wait until Cox closes before announcing a strategic partnership involving the enlarged network. I’m not buying it purely for SpaceX. I just think \~4x earnings + huge FCF + aggressive buybacks + Cox scale + possible SpaceX optionality is an interesting setup despite the ugly debt. WSB is blocking my post. Figure ill put it in here. Think its auto banning and here is a lower threshold. Ill put up a full post should they review and allow it.
Well guys. Seems like some folks misjudged CHTR prospects. The announced bond deal will wipe about a billion of debt off the books. |**Issuer(s)**|**Title of Security**|**Aggregate Principal****Amount Outstanding**|**CUSIP No./ ISIN****^((1))**|**Acceptance Priority****Level****^((2))**|**Sub-Cap****^((2))**|**Principal****Amount****Tendered**| |:-|:-|:-|:-|:-|:-|:-| |CCO Issuers|3.500% senior secured notes due 2042|$1,236,000,000|161175CE2 /US161175CE27|1|N/A|$323,348,000| |3.500% senior secured notes due 2041|$1,479,000,000|161175BZ6 /US161175BZ64|2|N/A|$450,822,000| | TWC Issuer|4.500% senior debentures due 2042|$1,250,000,000|88732JBD9 /US88732JBD90|3|$ 614,423,000|$614,423,000| |CCO Issuers|5.375% senior secured notes due 2047|$2,265,000,000|161175BL7 / US161175BL78 161175BD5 US161175BD52|4|N/A|$778,719,000| |2.300% senior secured notes due 2032|$1,000,000,000|161175BX1 /US161175BX17|5|N/A|$144,042,000| |2.800% senior secured notes due 2031|$1,590,000,000| 161175BU7 / US161175BU77|6|N/A|$260,060,000| |2.250% senior secured notes due 2029|$1,250,000,000|161175CD4 /US161175CD44|7|N/A|$93,326,000| ||||||||| |:-|:-|:-|:-|:-|:-|:-|:-| |(1)|No representation is made as to the correctness or accuracy of the CUSIP or ISIN numbers listed in the Offering Memorandum (as defined below). Such CUSIP and ISIN numbers are provided solely for the convenience of the holders of Pool 1 Notes.| |(2)|Subject to the New 2038 Notes Cap (as defined below) and, solely with respect to the 4.500% senior debentures due 2042 issued by the TWC Issuer (the "4.500% Notes"), the sub-cap with respect to the aggregate principal amount of such series set forth in this table and proration, the principal amount of each series of Pool 1 Notes that is accepted for exchange in the Pool 1 Offer will be determined in accordance with the applicable Acceptance Priority Level (in numerical priority order with 1 being the highest Acceptance Priority Level and 7 being the lowest) specified in this column.| *Pool 2 Notes* |**Issuer(s)**|**Title of Security**|**Aggregate Principal****Amount Outstanding**|**CUSIP No./ ISIN****^((1))**|**Acceptance****Priority Level****^((2))**|**Sub-Cap**|**Principal Amount****Tendered**| |:-|:-|:-|:-|:-|:-|:-| |CCO Issuers|3.700% senior secured notes due 2051|$2,050,000,000|161175BV5 /US161175BV50|1|N/A|$517,617,000| |3.900% senior secured notes due 2052|$2,400,000,000|161175CA0 /US161175CA05|2|N/A|$504,449,000| |4.800% senior secured notes due 2050|$2,473,000,000|161175BT0 /US161175BT05|3|N/A|$864,822,000| |5.125% senior secured notes due 2049|$1,244,000,000|161175BS2 /US161175BS22|4|N/A|$505,766,000| |5.250% senior secured notes due 2053|$1,500,000,000|161175CK8 /US161175CK86|5|N/A|$296,723,000|
LOL [https://finviz.com/stock?t=CHTR&ty=c&ta=0&p=w](https://finviz.com/stock?t=CHTR&ty=c&ta=0&p=w) Come back and see us when the CEO has resigned and the stock has finally hit 250 or even $300. Good luck with that.
Charter's broadband Internet assets are really valuable, but not with current management. DOCSIS 4.0 which is rolling out now makes Cable internet competitive with Fiber, but it is too little too late. CHTR spent 70 billion buying back stock over the last ten years. It has 100 Billion on debt right now. It could have been debt free. It completely destroyed itself with all the financial engineering to try to boost the stock price. It's at a 3 p/e ratio. It will be interesting to watch.
The radio and landline are now considered "antiques". This is where cable is headed. With streaming and cord cutting CHTR will continue to bleed. Fiber and 5G continues to cannibalize their subscriber base. They took on so much debt to build their last mile infrastructure, and their network deals just assumed continuous profits. Not anymore. The video distribution moat is dead. Each channel, who all used to be within CHTR cable now has their own platform. Netflix, Prime, Disney/Hulu, Apple, HBO, Peacock, Paramount, Tubi, Fubo, Pluto........ Not to mention the giant behemoth that is Youtube.
CHTR does 13b in revenue and has market cap of 17B lmao
That's a large position - do you mind me asking what % of your holdings CHTR forms? Do you have any plans if the "catastrophic" outcome plays out and it continues to fall? Or are you confident enough in your thesis that you'll hold it until it plays out or not? For reference, I've allowed myself to put more into CHTR than I should (20% of portfolio) at a base of 134$. I've mostly convinced myself that it should roughly maintain its current revenues over the next 5-10 years so I'm happy to risk it, with probably 2x upside - but always concerned I've underestimated the downside risk.