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@alexanderbittan
"The more I think about it the more I think its in the best interest for $CMCSA to acquire $WBD over anyone else. The future of entertainment is streaming thats obvious and its here now. Comcast should make sure that when you think of streaming platforms their offering is at least in the top X names people would mention. Between Netflix Disney+ HBO Max Prime Video Apple TV and everything else out there Peacock surely does not make the top X names that come to mind. Even with the fact that they own Universal a massive brand of IP the Peacock brand and service is not looked at as a top 3"
X Link @alexanderbittan 2025-10-20T14:02Z 2517 followers, 1723 engagements
"$CMCSA considering bidding on $WBD . I think buying Warner Bros would be a massive win for them and they should not incorporate all of Warner Bros HBO MAX content into Peacock but rather should take the entire comcast library and incorporate it into HBO MAX and make that their true Netflix competitor. The HBO MAX brand is far superior than the peacock brand. Will be interesting to see who ends up getting Warner Bros between Paramount Comcast Netflix and whoever else is considering"
X Link @alexanderbittan 2025-10-14T16:52Z 2516 followers, 1178 engagements
"@meeijer @JM_Investment0 How should we look at this for $IREN What do you believe they can earn in ARR per MW as they move from mining rigs to AI infra"
X Link @alexanderbittan 2025-10-20T20:29Z 2517 followers, XXX engagements