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@accrued_int Avatar @accrued_int Accrued Interest

Accrued Interest posts on X about $wbd, $nflx, $psky, $app the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks #5765 finance XXXXX% technology brands XXXXX% social networks XXXX% countries XXXX% cryptocurrencies XXXX% travel destinations XXXX% exchanges XXXX%

Social topic influence $wbd #15, $nflx #31, $psky #19, $app #29, applovin #31, business 7.02%, $nxst #3, warner bros #619, $fubo #3, $foxa #2

Top accounts mentioned or mentioned by @accruedint @axonadsmanager @peachfinancial @firstadopter @darthhenshaw @eniac @ryanreeves @gvdinvestor @astridwilde1 @aistocksavvy @disneyplus @mrderivatives @deitaone @obsidiancap1 @variety @thewrap @wallstengine @bizbreakdowns @strausburgderm @bichonredux

Top assets mentioned Warner Bros Discovery, Inc. (WBD) Netflix Inc (NFLX) Paramount Skydance Corporation Class B Common Stock (PSKY) Applovin Corporation (APP) Nexstar Media Group, Inc. Class A Common Stock (NXST) fuboTV Inc. (FUBO) Fox Corp. Class A (FOXA) DisChain (DIS) NVIDIA Corp. (NVDA) TEGNA Inc. (TGNA) Metadium (META) Alphabet Inc Class A (GOOGL) Trade Desk, Inc. (TTD) Simplify Macro Strategy ETF (FIG) Adobe, Inc. (ADBE) Comcast Corporation (CMCSA) Morgan Stanley (MS) WEBTOON Entertainment Inc. Common Stock (WBTN) Smartshare (SSP) 501 (23) Uber Technologies, Inc. (UBER) Spotify Technology (SPOT) Warner Music Group, Co. (WMG) Liberty Media Corporation Series A Liberty Formula One Common Stock (FWONA) Amazon.com, Inc. (AMZN) Apollo Global Management, Inc. (APO)

Top Social Posts

Top posts by engagements in the last XX hours

"Check out this detailed breakdown of $FIG change in gross margin kudos @ManuInvests. I'm probably going to keep $ADBE on my 2026 ideas list but getting up to speed on Figma 📑"
X Link 2025-11-16T19:10Z 2862 followers, 1428 engagements

"Going to tweet the AppLovin UBS presentation in a few min; give me a follow or bookmark - I'll post highlights live will read the transcript later. $APP is having a good #BFCM will see what the company chooses to say about Q4"
X Link 2025-12-02T17:47Z 2863 followers, 1458 engagements

"(2/x) AppLovin CEO gave the talk - he reminded investors that there will be revenue growth from future improvements in the @AxonAdsManager model.much of past year spent on building the plumbing 🧑🔧🪠 Want to turn everyone into an "arbitrage marketer". $APP wanted to make sure ROAS and performance could scale before brining on too many new advertisers"
X Link 2025-12-02T21:01Z 2864 followers, XXX engagements

"There was no "cat out of the bag moment" for $FUBO. Everyone ignores that Hulu + Live numbers have been reported in $DIS financials ALL YEAR. Hulu + Live revenue is not growing. You create alpha through revenue growth in media stocks. You don't need to see new guidance. Hulu Live can't grow subs"
X Link 2025-12-03T18:00Z 2866 followers, XXX engagements

"This $NFLX and $WBD deal is basically an EMERGENCY for the rest of the legacy media players $PSKY $DIS $CMCSA etc. Not saying to short anyone just that $NFLX getting control of Warner Bros. will impact a lot of the internal work-place politics of Hollywood. Make no mistake - this is GOOD for consumers who will get MORE content at a lower price. The Free Market wins"
X Link 2025-12-05T17:58Z 2862 followers, XXX engagements

"Here are highlights from my latest - Why Paramount Skydance Won't Win Warner Bros: 📽Investors were overly optimistic that a $PSKY bid for $WBD was a foregone conclusion neglecting to account for the regulatory risks.(1/x) 🧵(full article on Substack link in bio). 🎄Day X of Day of Pitch-Mas 🎁🎁"
X Link 2025-12-10T06:52Z 2866 followers, 1821 engagements

"I'm revisiting the $FIG IPO and I stayed away because most IPO's tend to be lower X months out.and this one was no different 😂These are the most common reasons I remind myself before I think "this time is different": 🔴Underpricing & Hype 🔴Lock-Up Expiration (around 90-180 days) 🔴Behavioral Biases: High investor enthusiasm and overvaluation I much prefer $ADBE which I have been talking about more and think will be a great stock for 2026. Besides Figma is not particularly cheap.will revisit"
X Link 2025-11-18T19:00Z 2867 followers, 3632 engagements

"(5/x) AppLovin does not want scammers to take advantage by serving ads for fraudulent products now that the @AxonAdsManager platform has opened up. $APP uses AI and automated tools to remove bad actors. (Remember how $META said they est. XX% of revenue came from scam products AppLovin is avoiding this risk) I thought that was worth noting"
X Link 2025-12-02T21:11Z 2867 followers, XXX engagements

"(6/x) AppLovin said investors should expect XX% EBITDA margins to continue - capital allocation will not change. Performance marketing is only new expense bucket they foresee but $APP will keep margins high by basing it on ROAS ad spend goals. They ended by saying companies with "much weaker ad platforms have hundreds of thousands of customers". No reason AppLovin cannot get there one day too. CEO did not give any new financial targets but this was great news"
X Link 2025-12-02T21:14Z 2866 followers, 2080 engagements

"@TheWrap 🎯 it's been really notable how few people have been pointing out that $FOXA is able to outperform the market and many of its other media peers without any m&a. The success of #Tubi is often forgotten and I really hear people talk about their gambling assets with the XX% stake in #fanduel"
X Link 2025-12-09T13:33Z 2866 followers, XX engagements

"@ACCC00007 @TheWrap @ACCC00007 I don't see any reason why $FOXA would want to return to the studio business. They sold their studio assets at the top of the cycle perfect execution you rarely see on an exit of a business. With the stock price working as it is that wouldn't make any sense"
X Link 2025-12-09T13:35Z 2867 followers, XX engagements

"@wallstengine 🎯🎯🎯 these are great datapoints from AppLovin. Its an incremental positive for $APP stock that it is getting more promotion to European investors over at the UK conference by Morgan Stanley. With the company preparing to open up its self-serve portal globally in 2026 I can understand why the stock is up. I expect more gains to come in 2026"
X Link 2025-12-09T18:29Z 2866 followers, XXX engagements

"(2/x) Hurdle for $PSKY is a merger with $WBD would be a horizontal mergercombining two direct competitors w/ overlapping businesses. A $NFLX / $WBD deal is more vertical merger. Netflix is primarily a distributor. They do not have a legacy film studio so there is significantly less competitive overlap"
X Link 2025-12-10T06:54Z 2866 followers, XXX engagements

"(5/x) $PSKY + $WBD would combine two of the nations largest news organizations triggering intense scrutiny from the FCC and political watchdogs. Paramount owns CBS News and WBD owns #CNN. Merging these two distinct major news voices would severely reduce the news landscape"
X Link 2025-12-10T06:57Z 2867 followers, XXX engagements

"@DeItaone So $NVDA chips were smuggled into countries where they shouldn't belong wow. This is why I think eventually the US will allow sales to Chinese customers. Regulations will slow them down but not delay them forever"
X Link 2025-12-10T13:00Z 2866 followers, 1760 engagements

"Waymos wont replace Uber they will replace $UBER DRIVERS. Understanding that distinction will determine how you handicap the stock. I'm still bullish on $UBER - too many people misunderstand how autonomous vehicles will help them 🚖🚕 #Waymo Still love $GOOGL $GOOG too"
X Link 2025-12-03T15:45Z 2867 followers, 1174 engagements

"Articles like this are why despite valuation I cannot get long The Trade Desk. "Its the first time Ive seen The Trade Desk actually be willing to negotiate rates said the programmatic lead.' yea this $TTD still has too much competition for the valuation for me"
X Link 2025-12-03T17:15Z 2867 followers, 4631 engagements

"Here's the link to the full breakdown on how I see the strategic merits from $NFLX point of view. If you found this interesting dont forget to subscribe. I will send out clips of the article later. $WBD $PSKY $DIS $CMCSA"
X Link 2025-12-08T20:21Z 2867 followers, XXX engagements

"This tweet aged well - before Thanksgiving I was buying $NVDA for several reasons. Sentiment was too negative on Nvidia and among many future revenue drivers - it always seemed inevitable to me that current admin would give in and let them sell to China . Plenty of other reasons to stay long $NVDA"
X Link 2025-12-09T12:00Z 2866 followers, XXX engagements

"@Pirat_Nation @Pirat_Nation 🎯 I think $PSKY shareholders are going to learn the hard way that $WBD has many defenses and intervention from the White House is probably not enough to stop $NFLX from winning this in the long run"
X Link 2025-12-10T15:55Z 2866 followers, 3922 engagements

"OK here are some quick thoughts on the AppLovin chat at the UBS Global Technology and AI Conference - $APP stock is up following strong #BFCM - here were the keys I took from the talk (1/x) A lot of time was spent describing the AppLovin business model.here was my fav parts🧵"
X Link 2025-12-02T20:58Z 2866 followers, 2542 engagements

"(6/x) $PSKY bid relies heavily on foreign capital which introduces national security risks that Netflixs bid avoids entirely. Paramounts funding includes billions from sovereign wealth funds in Saudi Arabia Qatar and Abu Dhabi. $NFLX bid does not rely on foreign sovereign wealth financing removing this layer of regulatory complexity"
X Link 2025-12-10T06:58Z 2866 followers, XXX engagements

"@AndrewMarchand thanks for posting this news. YouTube TV launching a sports focused streaming package at a price point lower than $FUBO is really going to make it difficult for Fubo to achieve their 2026 plan. $GOOGL has so many ways to win in the television and media landscape and this does not even include YouTube classic"
X Link 2025-12-10T16:26Z 2866 followers, 6701 engagements

"In the past I stayed away from music label stocks $WMG $UMG because the bull case never made sense Audio 🎧 having a higher share % people's media habits but lower share of revenue WILL NOT change. Video always monetizes best📺. Audio and print will be behind. There's no convergence 🤷"
X Link 2025-08-25T16:13Z 2865 followers, XXX engagements

"I agree @Quaker2001 that F1 is not for the "common" fan but $FWONA definitely wants to maximizes profits and I think they would be wise to build up their U.S. fan base a lot more before they go the premium distribution route 📺🚗. What's done is done but I think this was a missed opportunity"
X Link 2025-10-27T14:36Z 2866 followers, XXX engagements

"Fyi - I think the concerns around $TTD are real and valid which is why despite it being "cheap" I've stayed away from discussing on Accrued Interest. $AMZN threat is real and not going away. I don't know what the right buy price is but it's not now. The trade desk multiple is not low enough for the lack of business clarity"
X Link 2025-10-28T16:55Z 2865 followers, 11.9K engagements

"Wowwww didn't expect $PZZA to get ghosted like that by $APO 👻. Now I'm starting to think this consumer weakness is a little worse than consensus realizes .😦🍕Pizza is a relatively low cost good - this could be ominous for other categories"
X Link 2025-11-04T18:57Z 2865 followers, 3197 engagements

"I'm glad more are realizing 📺 $NXST has no organic growth and this m&a is not a strategy even if they acquire $TGNA (fwiw I think they do). Nexstar was one of the first stocks I blogged about publicly as being underperform and the more time goes by the better I feel about my call. 📺If you follow media stocks long enough (almost XX years) companies like nexstar have long periods of underperformance with brief spikes from m&a. $SBGI $GTN $SSP 📺 You would be better off just owning the S&P500. Nexstar stock rallied to $XXX on deal talks but its inability to break out any higher while the rest"
X Link 2025-11-08T15:25Z 2864 followers, 2089 engagements

"This from @Digiday on advertisers pulling back from The Trade Desk and giving business to $AMZN's DSP has some good stats on the magnitude. I have put $TTD stock in the "too hard" pile all year. Despite the pullback and valuation I still can't bring myself to buy it"
X Link 2025-11-10T16:08Z 2865 followers, 5144 engagements

"Let me explain why too many 📺media stocks STILL underperform the market even after M&A spikes. 📺I have not seen $NXST bulls celebrating their M&A with $TGNA too much anymore only up +21% and +9% respectively YTD. 📺The only broadcast stock I could recommend $FOXA - Fox is actually up MORE than Nexstar and Tegna on both a YTD and 1Yr basis. Haha 📺Remember that media stocks are good trades - but true ORGANIC growth is actually rare to see. Stick with digital players like $GOOGL $NFLX and old-school $FOXA. But most media stocks are short-term trades not long-term holds. Link in bio for more 🔗"
X Link 2025-11-10T17:20Z 2864 followers, XXX engagements

"Yes - I get that the spike in Webtoons $WBTN stock price following news of the potential $DIS stake was about the value of the IP going up. I am just saying I know comics industry well and I think investors are OVERESTIMATING the value of Marvel webcomics IP. I think the stock has downside no position"
X Link 2025-11-11T11:50Z 2866 followers, 1010 engagements

"I think it's interesting that #Webtoon keeps announcing these partnership with western media brands.I thought the bull case for $WBTN was the rise in interest in magna in the west hmm No position on the stock but doing my homework"
X Link 2025-11-13T06:30Z 2866 followers, XXX engagements

"WHERE ARE ALL THE BROADCAST TV BULLS NOW 📺😭👀I'm looking for everyone who said $NXST $TGNA $SBGI $SSP $GTN were all so "undervalued".I am going to be revisiting this. Because a lot of people were wrong and we need to unpack why I saw risks that others did not 🤑"
X Link 2025-11-24T15:20Z 2864 followers, XXX engagements

"With $NXST falling because POTUS "Opposes FCC Raising XX% TV Ownership Cap" I am reposting my interview on Business Breakdowns from June. Check out episode Eps. XXX @bizbreakdowns. X hour of me breaking down why Nexstar was in trouble Thank you @joincolossus and @zbfuss 📺"
X Link 2025-11-24T15:48Z 2865 followers, 1938 engagements

"With $NXST falling because POTUS "Opposes FCC Raising XX% TV Ownership Cap" I am reposting my interview on Business Breakdowns from June. Check out episode Eps. XXX Business Breakdowns. X hour of me breaking down why Nexstar was in trouble You can find the FULL TRANSCRIPT here as well as links to podcast players.🎙 In my talk with @bizbreakdowns I gave a full overview of the history and structure of the broadcast TV business. I explained how financial engineering is not a sustainable strategy for station owners and how the TV industry was still looking for organic growth. If you find my work"
X Link 2025-11-24T17:00Z 2866 followers, XXX engagements

"@tamilna73049047 I think because ultimately a deal happens for $TGNA so I think some M&A premium is fine. What is confusing is we have new unpredictable variables. The market hates uncertainty. Tegna and $SSP probably get sold to SOMEBODY is my guess. I'm not saying short the sellers. It is just very annoying we have to revisit the FCC risk. This uncertainty is bad for the buyers $NXST and $SBGI"
X Link 2025-11-24T18:02Z 2864 followers, XXX engagements

"oh wow I forgot that $CNK was still a publicly traded company.going to refresh my notes on the company later 📽🎥🎬 I know they have a big presence in Latin America I have to remind myself just how many screens they got there 🍿"
X Link 2025-11-24T18:31Z 2866 followers, XXX engagements

"Wow - you ever have a stock you looked at and sold a decade ago and you see it +10x and wonder what you missed 😂Did a MBA HW write-up on $AGX Argan back in 2013 - stock at $XX now at $360+ LOL A lot happened I'm sure just funny it blew up big.wow"
X Link 2025-12-01T15:22Z 2865 followers, XXX engagements

"@herrmanndigital @herrmanndigital thank you for sharing your experiences for all of us to learn from in real time. It sounds like the AppLovin customer service is really top-notch. I have seen high praise for the customer reps from a lot of sources great news for $APP"
X Link 2025-12-01T15:27Z 2865 followers, XXX engagements

"@Pie8812 all the media companies have conservative owners. Lol $NXST and others painted an unrealistic picture saying a regulatory "boogyman" was out to get them when in reality these intra-company squabbles cut across party lines and are ever shifting. People forget the $SBGI / Tribune deal failed with a "business friendly" FCC back in the day. 📺 That's all I'm saying"
X Link 2025-12-01T16:10Z 2865 followers, XX engagements

"@StrausburgDerm so $FUBO management is just waiting for the right time to release a lowered forecast for the combined company. If you remember they had numbers when the Hulu deal was announced back in Feb They could have easily reiterated prior guidance. The fact they did not means lowered #s are coming"
X Link 2025-12-01T16:27Z 2866 followers, XXX engagements

"I can not recall a situation where a stock went on to do very well after selling their HQ office. $SCHL is just doing another from of financial engineering that DOES NOTHING to address the core business. I have stayed away from most education businesses for this reason 📚🔖"
X Link 2025-12-03T16:15Z 2866 followers, XXX engagements

"@Nietschecapital @Nietschecapital 🤑🤑🤑 great catching up with other $APP shareholders online during the holidays"
X Link 2025-12-04T19:08Z 2864 followers, XXX engagements

"@LukeBK @LukeBK 🎯 I think even $FUBO realizes it is in a precarious situation. With the changes in media in 2025 $WBD $NFLX YouTube rising the economic future of a digital mvpd that does not control most of its channels does not look very good"
X Link 2025-12-05T13:51Z 2867 followers, XXX engagements

"@obsidiancap1 @firstadopter @obsidiancap1 🎯 haha I thought of you and a handful of "Todd Combs Truthers" when I saw this news. LOL Agreed - his departure but confirms it was Ted Weschler who bought $GOOGL And since he was the better stock picker of the group that makes me like $GOOG even more 🤑"
X Link 2025-12-08T13:48Z 2866 followers, XXX engagements

"@wallstengine @Polymarket @wallstengine betting that $NFLX / $WBD closed before the end of 2026 was always foolish regardless of what POTUS said because $PSKY and others will try to block it legally or go hostile. The appeals process alone could take this to 2027 at earliest. Still think deal gets done"
X Link 2025-12-08T13:54Z 2866 followers, XXX engagements

"Very true @dariacott that @Tubi is constantly overlooked when it is a major player in the streaming TV/movie industry. The fact it is owned by $FOXA but does not have a Fox name I think is part of that. Tubi has more big screen TV viewership in the U.S. than HBO Max and Discovery+ combined FYI $WBD $NFLX"
X Link 2025-12-08T14:47Z 2865 followers, XXX engagements

"@BichonRedux I have seen this misunderstanding on $NFLX going around - market share is not measured by subscribers it's by activity. And "streaming" isn't X market but TV/Movies and social. In my last post TV viewership $NFLX is at X% $WBD content at 5.6%. Together they are smaller than YouTube you can't leave that out. It's counterintuitive. This is similar to how $META proved it was not a monopoly on social - they could point to #TikTok and other platforms. Writing more on how to define the market today"
X Link 2025-12-09T11:30Z 2865 followers, XX engagements

"I have seen many people misunderstanding $NFLX market share. There are claims that theyd be a monopoly with $WBD as they would both have 200+ "subscribers" combinedthis is the wrong way to look at market share. 🎄 📺Market share is not measured by subscribers it's by activity. And "streaming" isn't X market but several streaming is TV movies and social media. 📺In my last post TV viewership $NFLX is at X% $WBD content at 5.6%. Together they are smaller than YouTube by most measures you can't leave out $GOOGL from this story. 📲It's counterintuitive. But this how $META proved it was not a"
X Link 2025-12-09T11:51Z 2865 followers, XXX engagements

"@akhenosiris 🎯 thank you for this note - I forgot that AppLovin was speaking in London today . Good point that $APP said the XXX advertisers during the pilot were certainly not maximizing their spend. I image the performance overall during #BFCM was excellent and I think Q4 results will be strong"
X Link 2025-12-09T11:55Z 2866 followers, XXX engagements

"@Mr_Derivatives @Mr_Derivatives 🎯 Yup. The key for a lot of these big tech names with dominant market positions is to buy them when their moats are being doubted. $META was a great example you gave @Mr_Derivatives and now $NFLX I'd argue is a good contrarian value bet"
X Link 2025-12-09T13:42Z 2866 followers, XXX engagements

"@SuperSagaNews @DEADLINE @SuperSagaNews 🎯 this is correct. The $NFLX and $WBD combination is not as complicated as the Ellison's and their allies are trying to make it seem. The deal gets done but it might take a minute so 2027 no one hold their breath 🍿🎥"
X Link 2025-12-09T13:55Z 2865 followers, XXX engagements

"@awfulannouncing @awfulannouncing exactly - $FOXA has no need to do any M&A. They are the only Media company with significant linear exposure that is able to outpace the market without any high-risk deals"
X Link 2025-12-09T14:26Z 2867 followers, XXX engagements

"@AIStockSavvy I don't worry about the politics of it it just feels inevitable that China is eventually going to get $NVDA chips. Whether it is 2026 or 2028 or later we all know where this train is headed. This I think is also part of the Nvidia bull case because this isn't baked into future forecasts"
X Link 2025-12-09T14:28Z 2866 followers, XX engagements

"That's not how you measure fiduciary duty. Shareholders are going to be concerned about the regulatory risks of a $PSKY deal. Ellison needs to offer significantly more money to compensate for the risk that this $WBD deal falls apart if they won. It's not as simple as the highest offer and everyone knows that. Zaslav has a fiduciary duty to take into consideration all aspects of the deal not just the price"
X Link 2025-12-09T14:48Z 2866 followers, XX engagements

"@DisneyAnimation 🎯this is a key point - $NFLX is saying that buying $WBD would be a vertical merger combining a content distributor (Netflix) with a content creator (Warner Bros.). This is different from a horizontal merger between direct competitors which is what $PSKY would be to $WBD"
X Link 2025-12-09T16:18Z 2866 followers, 1905 engagements

"(3/x) $PSYK + $WBD would drastically consolidate the theatrical movie market giving the combined entity immense power over movie theaters. $NFLX effectively has X% market share in theatrical releases. Therefore acquiring WBD would result in no change to the theatrical market share concentration making it neutral for theater owners and regulators regarding market power"
X Link 2025-12-10T06:55Z 2867 followers, XXX engagements

"(4/x) $PSKY has projected $X billion+ in cost synergies higher than $NFLX's projected $XX billion. High synergies in a horizontal merger (two studios combining) inevitably mean eliminating redundant departments leading to mass $WBD firings"
X Link 2025-12-10T06:56Z 2867 followers, XXX engagements

"Yes the smuggled chips were profitable but they are only a fraction of how much money $NVDA would have made if the export controls were not in place. My point is identifying that the opportunity cost is quite large. The black market can't satisfy all the demand. EVERYONE in the world wants these chips because there is so much demand for compute. When the opportunity cost of lost sales becomes too great I can see them looking for a way to legally sell to China. Seems perfectly reasonable that eventually they would start with the older chips. And what we have learned from this process is that"
X Link 2025-12-10T14:40Z 2866 followers, XX engagements

"Kicking off the 1st day of Accrued Interests XX Days of Pitch-Mas with my take on the latest Netflix / WBD acquisition news 🎄🎄🎄 I am recommending $NFLX as an Outperform. Netflix is uniquely positioned as the best buyer for the Warner Bros. assets and I ultimately expect them to win this M&A battle with $PSKY. In my article I give X reasons why Netflix + Warner Bros. makes strategic sense. Dont forget to subscribe to Accrued Interest and please come back tomorrow for Day X of Pitch-Mas Link in bio. Thank you 🎁🎁🎁 $WBD $PSKY $DIS"
X Link 2025-12-08T20:21Z 2867 followers, XXX engagements

"Here are highlights from my latest article on why not only does $NFLX + $WBD (Studios) makes sense but Netflix is the BEST option and most likely to win Warner Bros in the end.(1/x) 🧵(full article on Substack link in bio). For the 1st Day of Pitch-Mas I discussing the M&DA deal from the perspective of someone who used to do FP&A in the TV industry"
X Link 2025-12-08T21:12Z 2867 followers, 1086 engagements

"AppLovin doing investor conferences in London today . Good point that $APP said the XXX advertisers during the pilot were certainly not maximizing their spend. I image the performance overall during #BFCM was excellent and I think Q4 results will be strong. h/t @akhenosiris"
X Link 2025-12-09T11:56Z 2867 followers, 1058 engagements

"@JBFlint @JBFlint ultimately the opinion of POTUS in the $PSKY fight for $WBD will not matter. If $NFLX faces roadblocks they can delay until 2027 when this administration will be a lame duck 🦆. No admin lasts forever something to consider"
X Link 2025-12-09T13:18Z 2867 followers, XXX engagements

"A thing about $NFLX being free cash flow positive and significantly more so than many of its legacy media competitors $PSKY means they have the financial means to pay a $X billion breakup fee for $WBD and not have to do creative financing to line up the money like Paramount was doing getting investors from all over the globe (allegedly) 🌎"
X Link 2025-12-05T12:10Z 2866 followers, 6621 engagements

"YouTube TV just announced that they are going to be launching competitively priced Sports focused linear streaming Cable packages in early 2026. This is a code red 🚨🚨🚨 for $FUBO. Fubo is not going to really have much of a reason to exist if consumers can get the same channels in more economically priced bundles. The launch of YouTube TV plans will be a direct attack 🚀🚀🚀 on all the linear cable families - $PSKY $DIS $WBD (Global Networks half) #Hulu. First YouTube classic was stealing TV watch time from those channels. Now $GOOGL is going after the lucrative subscribers fees. Will be"
X Link 2025-12-10T16:49Z 2866 followers, 2109 engagements