Reddit Posts
Ampere vs LightShed: two conflicting outlooks on legacy media streaming services: Disney+, Max, Peacock & Paramount.
Does FSR really look like a buy or YOLO?
WBD and Paramount merger talks, why are the stocks down, surely this is bullish for the synergies?
Warner Bros. Discovery in talks to merge with Paramount Global
Warner Bros Discovery currently has a 58% Probability of Bankruptcy - Macroaxis
People bought TTWO cuz trailers, Warner discovery stock anyone? WBD in time for Dragon and gold eggs?
WSJ - Hollywood Writers Reach Agreement With Studios, Streamers to End Strike
Hollywood studios, writers near agreement to end strike, hope to finalize deal Thursday
Hollywood studios, writers near agreement to end strike, hope to finalize deal ThursdayI
Warner Bros. Discovery Says Ongoing Strikes Will Mean $300M-$500M Hit to 2023 Earnings
SAG-AFTRA Gears Up For Possible Strike Against Video Game Industry
SAG-AFTA votes for strike authorization against at least 10 game companies
WBD narrows streaming loss thanks to 3x higher content licensing revenue ($410M). More "co-exclusive" deals coming.
Anyone still holding WBD after T split?
$AMC Barbenheimer Biggest Box Office Weekend Post-Pandemic $301 Million Estimated
‘Barbie’ Opens to Record-Setting $155 Million, ‘Oppenheimer’ Shatters Expectations With $80 Million Debut
Now that all the anti Hollywood weirdos are out and about....
What are some stocks that worth selling covered calls?
Massive Box Office Weekend Incoming $AMC $WBD Barbie FTW!
Astronaut Barbie will take MAT and WBD to the 🌙
Astronaut Barbie will take MAT and WBD to the 🌙
Moderation in this sub has reached a tipping point - too active, often problematic, and sometimes egregious.
Writers/Actors strike - who wins and loses
Warner Bros Discovery - licencing to Netflix
General question: Impact of Hollywood strikes on media stocks
Regional Bank Troubles, Streaming Wars, Writers' Walk Out. Suggestions/discussions!
2023-04-28 Wrinkle Brain Plays - In the style of Vanellope von Schweetz
2023-04-27 Wrinkle Brain Plays - In the style of Velma Dinkley
HBO max changing to MAX… and it’ll be a hard fall for WBD
My LONG picks for tomorrow What are your thoughts?
Warner Bros. [WBD] Looks to Close Deal for ‘Harry Potter’ HBO Max Series
Warner Bros. [WBD] Looks to Close Deal for ‘Harry Potter’ HBO Max Series
Real Life 'Ted Lasso'? Apple May Get Into English Football - Just Not AFC Richmond
"The Making of Harry Potter," a Warner Brothers Studio Tour set to open in Tokyo in the summer of 2023. $WBD
2023-02-28 Wrinkle-brain Plays (Mathematically derived options plays)
Warner Bros. Discovery finally bailing out of regional sports - report (NASDAQ:WBD)
Warner Bros. Discovery draws positive notes despite ad-driven earnings miss (NASDAQ:WBD)
WBD earnings call: year of building, new 'Lord of the Rings'; stock turns up (NASDAQ:WBD)
Thoughts on Warner Bros earnings after the bell? Are they overvalued at this point?
$WBD - Harry Potter is going to make $billions this year...and you can too!
What are your thoughts on SQ ahead of their earnings calls today?
'Magic Mike' dances way to cinema win on Super Bowl weekend (NASDAQ:WBD)
Technical Analysis & Trades: SPY QQQ IWM // LVS UNG PFG AXP WBD K KHC
Peak Recession is over. The Bulls Have It in 2023—and Last Year’s Losers Are Winners
WBD has $50.4bn in debt, DIS has $45bn, PARA has $15.6bn, and NFLX has $14bn. Netflix is the only one making money on streaming.
I sold all my growth and high risk stocks to tax loss harvest Dec 23-28. And feel horrible as the market has had a massive rally since then.
Netflix stock soars on the dollar’s slide
Netflix stock soars on the dollar’s slide
A great example of the market getting it wrong: WBD vs PARA
WBD on a rip, any idea why? No major news. Just over sold?
HBO Max ($WBD) is back on Prime Video Channels ($AMZN)
HBO Max ($WBD) is back on Prime Video Channels ($AMZN)
HBO Max ($WBD) is back on Prime Video Channels ($AMZN)
HBO Max ($WBD) is back on Prime Video Channels ($AMZN)
HBO Max ($WBD) is back on Prime Video Channels ($AMZN)
2022-11-29 Wrinkle-brain Plays (Mathematically derived options plays)
2022-11-28 Wrinkle-brain Plays (Mathematically derived options plays)
WBD - Long term Bullish, short term bearish/neutral - IVR 6 - strategies to buy shares using options
Why I'm bullish on Curiosity Stream ($CURI) - Deep Value Play (DD)
Why I'm bullish on Curiosity Stream ($CURI) - Deep Value Play (DD)
Why I'm bullish on Curiosity Stream ($CURI) - Deep Value Play (DD)
AMCX - Wall Street Played You Like A Fiddle
2022-10-25 Better Tasting Crayons (Mathematically derived options plays)
With today’s surprise what stock are you looking to sell?
How there have been not a stockholder revolt against what David Zaslav have been doing in Warner Bros. Discovery?
WBD Insiders claim David Zaslav may be looking to 'flip' WBD to Universal Comcast
WBD a monster in the making (Continuation: last post was taken down because of links)
Warner Bros Discovery (WBD) a monster in the making (Re-post because OG got banned for several hours before being unlocked)
Warner Bros Discovery (WBD) a monster in the making
Don’t care about the charts or the numbers, WBD will squeeze like backyard lemons
Mentions
$PSKY has 75 to 80% of the float in friendly hands. Massive put wall. If #wallstreetbets had any stroke left this would be $25-$30 today. Long investors are stuck before bid on $WBD
Between my calls on WBD at $23.50 and my calls on Webull (a year out) at $8.50. I have to win on one of these today? Right? ..... Right? looool
my stocks have bottomed out a few days ago : WBD | CMSCA | SONY | BULL. I like the picks, aint hurtin much. Lol
The worst part is, I ported into WBD loooool
Everyone waiting for $PSKY offer $WBD - no sellers super small float - #wsb could drive to $30 before bid lol
Bought 500 NFLX $115 exp this week ! Netflix is going to bid on WBD tomorrow based on option whales
Tell me if my reasoning is correct and my play is prosperous, If PSKY buys WBD = too much debt = cooked If doesn't = no content = cooked All in put $14 June 2026
PSKY will likely get WBD. But also, even if it did I don't see the stock rocketing in the near term with the overall market sentiment.
WBD might save me. Please m’lord.
Nearly 800 shares I’m with you, this price makes no god damn sense. The WBD sale helps them in either scenario!
Made a lot from WBD weeklys many have. Excited for NVDIa must
PSKY will likely win WBD. This is a $16 stock that will go to $30+
Psky rumored to offer 71b for WBD
If the Saudis buy WBD, Netflix is going to moon
Does WBD count as 'infrastructure' ??
I'd at least trim my position. This allows you to capture some upside while locking in some gains. An arbitrage play is not low risk. This sale could easily fall through, especially given that WBD was not even planning on selling in the first place
To sell WBD or not to sell that’s the question
71b bid for WBD by paramount + saudi+qatar+abu dhabi sovereign wealth funds
my WBD position is about to create generational wealth
I am glad I bought an assload of WBD calls yesterday
The risk is the type of deal, the deal not going through and the timing. The timing needs to be discounted by the risk free rate because if it’s not gonna happen in a year, then investors can put the money somewhere else. The deal might not go through especially to the Saudis because of regulatory scrutiny. If Paramount buys, it would likely not be much higher than $23. I don’t see WBD going higher than $26 in the end, but the Saudis coming in has increased the final deal value. If no deal is made then there is execution risk, and WBD trades down 20% lower, but with the Saudis and NFLX/Comcast, this is increasingly unlikely.
WBD appears to have some significant Resistance between $27.50 and $31.00
https://cosmicbook.news/saudis-one-signature-away-buying-wbd-producer Saudis could back WBD buyout with Comcast.
Saudis may buy WBD https://cosmicbook.news/saudis-one-signature-away-buying-wbd-producer
I made about 6.5k from an investment of around 11k. Biggest winners were ASTS, Rocketlab and Galaxy Digital, I bailed way before the top of ASTS and now looking to get back in soon. My biggest investment right now is PSKY, in for about 8.5k and awaiting news if they will buy WBD (good news if yes, if no the stock may fall but it is undervalued and I think has room to grow whatever happens with WBD).
King of Saudi Arabia coming in to buy shit from Trump Tuesday. Comcast ceo Brian Roberts in Saudi Arabia last week. Comcast owns Golf channel. Saudis own LIV. Comcast going all in on WBD with Saudi backing. Calls my back. saudis buying data center stocks.
King of Saudi Arabia coming in to buy shit from Trump Tuesday. Comcast ceo Brian Roberts in Saudi Arabia last week. Comcast owns Golf channel. Saudis own LIV. Comcast going all in on WBD with Saudi backing. Calls on WBD. [saudis buying wbd](https://cosmicbook.news/saudis-one-signature-away-buying-wbd-producer)
You’ve piqued my interest . I’m not buying WBD but I’m paying attention
I mean… As a shareholder, I’d jump for joy, but one bidder with the 106 Billion dollars laying around that $43 a share would add up to just bowed out (Apple). So I’m not sure who is going to pay 1/2 the value of Disney for WBD, because Disney can’t. Netflix might prohibited from doing so by anti trust. Who is going to pay that much?
$PSKY entire book is long pre $WBD bid but hedged short. A move north would cause massive short squeeze
Once in a year trade - options increase 100X $PSKY 3/4th of float in long term hands with massive put wall at $15… momentum would have them bidding up over $20 to cover.. there is no selling pressure pre $WBD bid. I’m telling you this is it. $GME $KOSS
$PSKY no sellers pre $WBD bid just massive PUT wall. Wall Street bets could drive to $25 as dealers have to cover billion on light tape
WBD, multiple bids coming soon, by nov 20 I read
WBD long appears to be free money.
WBD up on buyout speculation. WSJ reporting bids from Paramount, Comcast and of course NFLX... in the works. Could see $27 as ultimate price paid.
More WBD calls. First bids in next week. It's green markets red. Get in! Bloomberg states if you wanna WBD it's gonna have to start with a 3 not a 2. Orangeman backs PSKY and Ellison has deep pockets and wants it all. The IPs and studios are worth at least $35.
Whats not to understand from my comment? It's horribly run, Iger outside of buying Marvel, has been ridiculous in his capital investments with the fox acquisiton maybe the worst of all time. Disney's entertainment business is dying a slow death. Content is now a commodity and the winners in commodity businesses are the ones with the largest distribution which Google currently owns through Youtube. Meta also has Insa reels, and Tik Tok, and Netflix, just insanely competitive, not even factoring in other "rival" streaming businesses in Amazon, WBD, and Apple. Their sports business is also dying, with big tech now buying up sports rights with Netflix getting into bed with the NFL, Google owning "sunday ticket" and Amazon hosting TNF games. Youtube is also becoming a far better place for sports review content. Their other legacy channels are also irrelevant. Then you get into their parks business, which is their best asset but also a capital intensive one. It also is not without growing competition, specifically what Nintendo is doing with Universal. Mario is millenial/gen z "mickey mouse". So 30 years in the future, when Boomers are all dead, who will give a shit about Mickey Mouse and other Disney IP? And their stock is in the shitter so they dont even have capital levers to pull like the other tech giants do. So all is to say - there is no way in hell am I ever buying disney.
It pumped and dumped after earnings. Unless they buyout WBD, the stock has no catalyst. I have leaps!
WBD was at 7 bucks earlier this year and loses money, the CEO holding out for 30 dollar buyout is crazy
you still have WBD position?
You'll hit keep trying. I'm betting on the WBD buyout but everything thinks I'm retarded and that maybe true.
UFC, South Park, and a future Call of Duty movie are big audience draws now. New CEO is the son of 2nd richest man in the world, Oracle founder. CEO is aggressively trying to shape them into a contender in streaming vs Netflix and Disney. 3 unsuccessful bids for buying Warner Bros but Warner will announce a decision on its future by Christmas and Paramount has the only bid for the whole company and the backing of the current administration. If they get WBD the stock will fly. If not they're gonna have to make some really incredible movies and improve the streaming service the next few years.
Who said they missed? WBD still in play for Paramount.
Why, they missed the WBD play now they have nothing, what's your 2 year target
I'll wait and see I haven't lost any money yet and closed out a $100 profit on my last WBD calls from Jan 16. And I do know that they turned down 3 bids you DF. Plus Netflix, Comcast and Amazon are all looking to Bid.
#TLDR --- Ticker: WBD Direction: Up Prognosis: Buy $30 Calls 6/18/2026 Catalyst: Buyout bidding war between Netflix, Amazon, Comcast with a target of $30-$40.
People playing WBD for buyout must not have been part of PARA gang…bad times I remember it well
WBD Leaps and chill. Hoping for a bidding war between Comcast, Netflix and Amazon. 35 -Calls 6/18/2026. $30-$40 is my target. Gonna keep adding these every time they dip. CEO "wants" $40 to sell as a whole and maximize shareholder value. This is for the studios and all characters and IPs. Turned down 3 bids from PSKY $22, $24 and $27. I'm calling $30.
I know the Brazil thing. I think that WBD sounds definitely a big part. Thanks for the info Hear me out because you mentioned fundamentals… I feel that is part of the red flag. Fundamentals are crushing it. I also know when a narcissist is lying. He said he was watching a cartoon with his kid on Netflix. 🙄😶😑. No. No. No you weren’t Elon. You don’t do that. You’re a stranger to your kids. You also wouldn’t let another human pick out a show. No, no Elon you weren’t shocked at all gay character on the TV. I fully disagree that Musketeers and the narcissist machine didn’t affect the drop and this slow recovery. You are giving the acolyte twats too much credit. On MOOMOO there’s a comments soc media kind of section and there’s constant asshats saying “pedo, pedo” stupid shit. 💩🤣 I’ve followed this stock for a year and the drop and still no recovery. Did you see it drop that day at Post open? Like a finger on a button. Hell the POS is petty dirt. Probably pedo too he says it enough. But the world is his playground and he bullies when he wants. I’ve to a put spread ITM still from that night kicked to Dec so it should be good. I actually think I saw the shorts ending today like a wet blanket being lifted. Hope I am right…Let’s see. 🤟🏼
This was actually even more ridiculous than that. He told everybody to cancel Netflix because his friends the Ellisons are trying to do a hostile take over of WBD and Netflix is working to acquire it. It didn’t have impact on stock (musk) but we took one time hit for Brazil in order to clean up balance sheet for partners. NFLX long term is good play. Just don’t listen to noise and focus on big fundamentals
I have calls and puts on WBD to catch a move after the earnings call. Buts it’s already priced in I believe. Also AAPL to 300!!!
More WBD. After that buyout offer on pitiful Denny's moved the stock up 50%, $27-30 buyout of WBD looks more promising.
Baby Jesus I hope WBD opens under $22 so I can load up some more.
any news on NFLX? why is it getting nuked today. Heard some litigation rumour? Or its ppl trying to get out before a WBD purchase actually materializes?
Oh noo. You got a few Small plays. My next bigger bet is gonna be the WBD buyout.
Dude, I was literally buying calls every week on WBD. 12-14 strike price. Then when a contractor check was late I didnt buy it when it shot to 20+ and im like fuck, of course it did. Same with $BE. I was doing options for 20-22 strike and stopped and now its fucking 132. I should have just went with a longer exp like next year, because damn those BE calls would have made me filthy rich.
I just started trading in August. One of the first stocks I looked at was WBD. I don't know much but it did seem undervalued. It was at like $12. I should've bought that. Been kicking myself for not getting in WBD and INTC I might sell some AMZN and get a NFLX so it becomes 10 before the split. Was also debating the same thing with META as I smell a split there as well because Mark needs the money and what better way than a split and make it easier for us retail investors. META will probably do a 5 - 1 split
NFLX 10-1 split + maybe buying WBD hype + 10% dip all in one triple bagholder package
Further trimmed WBD to buy beaten down "AI dumps," like Gartner, Factset. Both company valuations have reached lows not seen since 2009. Gartner is a play on risk of more AI slop needing even more professional research, even as Gartner dumped because investors think institutions will actually use AI chatbots to make future decisions. Factset dumped on additional capex into AI development, like META dumping with too much spend on Metaverse vaporware. Investors also think Factset-provided data will become commoditized and no one in wealth management will use it if they can just chatgpt the research. However, what is interesting is AI "stock research" providers like Perplexity actually uses Factset Data. So maybe FDS is pricing in cannibalization? Instead of using FDS, people will stop spending and use others instead.
WBD's now up over 300% since the April low One of the best trades of my life
Still riding that WBD train to the promised land as by far my largest position Nobody here talks much about it but it's one of 9 stocks in the S&P500 to be a bagger this year, and it's beat all the Mag 7s, Nvidia, Palantir, etc.
Next week WBD is reporting. Bullish af long-term but I’m all in puts in the short-term. I used to work for them. I ***know*** things.
I’m buying calls for WBD & DKNG. MLB playoffs have been streamed on HBO Max this year & that alone has marked this year’s post season the most viewed in history. And DKNG bc I love gambling.
I need $PSKY to buy $WBD now because the DD from here was wrong and its NOT a 36 dollar stock and my bags are getting heavy
I've been watching Netflix's content strategy evolve and this actually makes a lot of sense to me. They're already paying Warner Bros to produce shows like Stranger Things and Wednesday - why not just own the whole operation? The DC and Harry Potter IP alone could be massive for them. I mean, Disney proved how valuable owning your content library is. But honestly, I'm a bit skeptical about the price tag here. WBD has been struggling and thier debt situation is pretty rough from what I've seen. What I'm really curious about is how this would affect thier relationship with other studios. Netflix has deals all over Hollywood - would those dry up if they become a direct competitor to everyone?
i told y’all to buy WBD calls
My WBD calls are gonna go brrrrr 🚀 loaded up when PSKY got interested now Netflix is getting involved. Let's goooo
WBD!!!!!calls everywhere, spreads all over!!!
WBD stock bumping by the CEO is amazing to watch, lol. I wish I could enrich myself with public statements
Somebody dropped $2.25 millions on PSKY $16 Jan 2026 Somebody knows something I'm very certain PSKY is going to go publish with a high $20 bid for WBD very soon mix of cash and stocks, hence the massive put play
Have been holding this since $6 and will buy the bond soon. You should look up what the dolan discount is. The market cap is low but the enterprise value is much higher due to leverage. They bought back more than a billion in shares while leveraging up and now they are up to their necks in debt. As for why nobody is buying them up, you should check what content they actually own. Breaking Bad and stuff arent actually their property (Sony owns it(, they just own streaming rights for certain regions. But they do have a viable content studio. They produce mostly horror for their own streaming service which has around 13M premium subscribers. Its a niche but then again the stock is worth next to nothing. I hold it for two scenarios. Main case is deleveraging and unlocking cash flows in about 2-3 years, kind of like WBD. Secondary is a buyout.
Netflix is about to buy WBD which means they will own HBO as well LMAO🤌
Noone is interested in the D in WBD
That is the whole point WBD is splitting into pieces is to have one company be legacy media networks. The other is streaming and studios. They do that then suddenly there goes the whole legacy media people keep saying prevents Netflix, Amazon, Apple from jumping in. It why Paramount tried buy them before this split can take place.
Issue is WBD is worth more piecemeal than as one unit. None of the interested parties want anything to do with WBD's shitty cable business.
is anyone else in here playing the WBD sale? ANYONE
NFLX said on their earnings call this week they have no interest in legacy media networks when specifically asked about WBD.
Pretty sure Netflix was negging this idea a few days ago, maybe a negotiating tactic or it could be that actually they aren’t interested and WBD is trying to gin up headlines to support the price they want, rather the true value of what they have (which is always determined by the ultimate buyers, not the seller). This feels like the latter, tbh.
what'll happen to PSKY if it acquires WBD
I mean I am interested too but I don't think WBD is gonna except my offer of one dollar.
Not anymore. WBD is at $21/share now 😂
I'm sure everyone is interested. But sounds like WBD might be a tad greedy and I'm going to laugh when all the buyers pull out.
Buy WBD calls if you like money