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@Off_The_Tape off the tapeoff the tape posts on X about acquisition, $psky, $wbd, $nflx the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XX% technology brands XXXXX% automotive brands XXXX% agencies #337 countries XXXX% fashion brands XXXX%
Social topic influence acquisition #658, $psky #139, $wbd #149, $nflx #369, $cmcsa #64, wbd #29, warner bros #1502, $hsii #1, $nvda #3503, $axta XXXX%
Top accounts mentioned or mentioned by @gr8t4ver
Top assets mentioned Paramount Skydance Corporation Class B Common Stock (PSKY) Warner Bros Discovery, Inc. (WBD) Netflix Inc (NFLX) Comcast Corporation (CMCSA) NVIDIA Corp. (NVDA) Axalta Coating Systems Ltd. (AXTA) Tesla, Inc. (TSLA) Propy (PRO) BHP Group Limited (BHP) Teck Resources Limited (TECK) Novo-Nordisk (NVO) Interpublic Group of Companies Inc (IPG) Omnicom Group Inc. (OMC) Akropolis (AKRO) Hologic, Inc. (HOLX) TEGNA Inc. (TGNA) Intel Corporation (INTC) Metadium (META) Henry Schein, Inc. (HSIC) TrueChain (TRUE) Realio Network (RIO) Spirit Aerosystems Holdings, Inc. (SPR) Performance Food Group Company (PFGC) US Foods Holding Corp. (USFD) IES Holdings, Inc. Common Stock (IESC) Premier, Inc. Class A (PINC) Eli Lilly and Company (LLY) Biogen Inc (BIIB) Unifirst Corp (UNF) Topgolf Callaway Brands Corp. (MODG) Cloudflare, Inc. (NET) Klarna Group (KLAR) CommScope Holding Company, Inc. (COMM) Sealed Air Corp (SEE) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Arvinas, Inc (ARVN) Loaded Lions (LION) Qorvo Inc (QRVO) PotlatchDeltic Corporation Common Stock (PCH) ArchLoot (AL) Crescent Energy Company (CRGY) BlackLine, Inc. Common Stock (BL) SAP SE (SAP) Alkermes Inc. plc (ALKS) Oracle Corporation (ORCL) Nexstar Media Group, Inc. Class A Common Stock (NXST) Braemar Hotels & Resorts Inc. Common Stock (BHR) Target Corporation (TGT) Rexford Industrial Realty, Inc. (REXR) ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) Palo Alto Networks Inc (PANW) CyberArk Software Ltd. (CYBR) Smartshare (SSP) Atkore Inc. (ATKR)
Top posts by engagements in the last XX hours
"Event-Driven News: $TECK $BHP $IPG $OMC $GDOT $PFGC $USFD $WBD $PSKY $NFLX $CMCSA $GIFI $IESC $PINC $VMEO $NVO $LLY $BIIB BHP GROUP IS SAID TO MAKE TAKEOVER APPROACH TO ANGLO AMERICAN . ANGLO AMERICAN IS SAID TO REJECT BHP'S PROPOSAL . *BHP SAYS NO LONGER CONSIDERING COMBINATION WITH ANGLO AMERICAN *OMNICOM WINS UNCONDITIONAL EU APPROVAL FOR IPG DEAL (expected) Green Dot Corp. Announces Strategic Transactions with Smith Ventures and CommerceOne Financial Corp. (The implied value to shareholders of Green Dot is estimated to be approximately $XXXXX $XXXXX per share (including $XXXX per share"
X Link 2025-11-24T11:50Z XXX followers, XXX engagements
"$AKRO $NVO gets hsr and vote but "The parties expect the Merger to close by around year end subject to the satisfaction or waiver of the closing conditions set forth in the Merger Agreement." might still need Germany #Mergers #Acquisitions #EventDriven"
X Link 2025-12-03T15:44Z XXX followers, XXX engagements
"Event-Driven News: reposting this after the $NET "fix" (some of u reached out asking thx) Event-Driven News: $AXTA $UNF $B $KLAR $HSII $COMM $SEE $WBD $PSKY $CMCSA $NFLX $MODG $AMZN $MSFT $OLMA Axalta Coating Systems LLC; Akzo Nobel N.V.: AkzoNobel and Axalta to Combine in All-Stock Merger of Equals. Big special-div here on Akzo side. My thoughts pre-announcement on antitrust/other important items in a post last night: Elliott builds stake in gold miner Barrick - ft Elliott Inks Deal to Buy Up to $XXX Billion of Klarnas US Loans Sealed Air Deal Seen as 'Letdown' By Large Shareholders"
X Link 2025-11-18T15:27Z XXX followers, XXX engagements
"$AXTA Akzo Nobel-Axalta Deal Wins Support of Activist Investor Cevian note on Cevian:"
X Link 2025-11-20T14:31Z XXX followers, XXX engagements
"$NFLX lows . street could push NFLX to not bump/let PSKY succeed and walk away w/ $3b break-fee . the conf call the other wasn't great . $WBD $NFLX $PSKY #Mergers #Acquisitions #EventDriven"
X Link 2025-12-08T14:45Z XXX followers, XXX engagements
"event so far: $HOLX (yest) $BASE "9/24" $TGNA backgr $ARVN pfe $ETNB roche $14.50+cvr $META noise $CTLP 2r $INTC nvda $LWAY danone goodbye"
X Link 2025-09-18T12:09Z XXX followers, XXX engagements
"Event-Driven News: eps: $HOLX $QRVO $AL $PCH $TBI $VTLE $DENN Dennys Corporation to be Acquired by TriArtisan Capital Advisors $XXXX (best chicken-fingers out there) $KORE Kore Group Holdings Inc. Searchlight Iv Kor: SCHEDULE 13D/A $X $LION *STEVE COHEN'S POINT72 REPORTS XXX% LIONSGATE STAKE (13g) $HSIC *KKR GETS RIGHT TO INCREASE HSIC STOCK OWNERSHIP UP TO XXXX% $CRGY *CRESCENT SAID TO SELL ASSETS TO AETHEL FOR MORE THAN $XXX MLN $GT *GOODYEAR COMPLETES DIVESTITURE OF CHEMICAL BUSINESS $PRO Pros Holdings Inc.: DEFM14A 2025/11/03 hsr exp 11/24 vote 12/4 $STAA $ALC Alcon Releases Investor"
X Link 2025-11-04T11:38Z XXX followers, 2525 engagements
"$BL $SAP " . In response to investor inquiry on November10 2025 Blackline Inc. disclosed that it has maintained an independent strategic committee of the board of directors (the Strategic Committee) for more than a year. Current members of the Strategic Committee are David Henshall who is serving as Chairperson Greg Hughes and Tom Unterman. .""
X Link 2025-11-10T14:01Z XXX followers, XXX engagements
"Event-Driven Observation(s): $AXTA Akzo Nobel Nippon Paint #Mergers #Acquisitions #EventDriven Akzo Nobel Said to Near Combination With Rival Paintmaker Axalta - bloomberg - This is an old event-sit from 2017 where both Akzo and Nippon Paint almost got the finish line with AXTA and it smoked arbs last minute - There is significant antitrust here each is mentioned in each other's filings as competitors (i have a 12mo placeholder for now I assume they will say "2h '26" closing IF) - I smell a stock component here. There are some net negative divs here if it's a stock deal (bloomberg article"
X Link 2025-11-18T01:11Z XXX followers, 1398 engagements
"Event-Driven News: $AVDL $ALKS $TGNA $NXST $BHR $WBD $PSKY $ORCL $B $REXR $FOA $DENN $LWAY $SRDX $TSLA $DAN $ALSN $TGT $NVDA Alkermes plc Announces Increased Offer to Acquire Avadel Pharmaceuticals plc Nexstar Seeks Approval of TEGNA Acquisition From Federal Communications Commission Braemar Hotels & Resorts Inc. Blackwells Capital: SCHEDULE 13d (event sit purchased shares/options under cooperation agreement) *WBD BOARD WANTS PARAMOUNT TO UP OFFER TO AROUND $30/SHARE:AXIOS *PARAMOUNT HELD TALKS WITH PIF ON WARNER BROS DISCOVERY: FT *BARRICK OVERHAULS OPERATING MODEL LEADERSHIP TEAM: LETTER"
X Link 2025-11-19T11:51Z XXX followers, XXX engagements
"Event-Driven News: $PANW $CYBR $ECX $MATW $SSP $SBGI $HI $STAA $ATKR $NVDA $BHP *PALO ALTO NETWORKS TO BUY CHRONOSPHERE FOR $3.35B (private) *ECARX SAID TO BE IN MERGER TALKS W/ANOTHER NASDAQ-LISTED FIRM . Matthews International Announces Board Chair Transition (event sit) E.W. Scripps Co Sinclair Inc.: SCHEDULE 13D/A (buying more 9.9%) Hillenbrand Inc.: PREM14A 2025/11/19 (background) Staar Surgical Co Broadwood Partners: DFAN14A #PlsStop Atkore Expands Scope of Strategic Alternatives Review to Maximize Shareholder Value (with bad eps) Nvidia CEO Jensen Huang said the chipmaker has plenty of"
X Link 2025-11-20T12:04Z XXX followers, XXX engagements
"$SEM "$16-16.20" #Mergers #Acquisitions #EventDriven"
X Link 2025-11-24T21:49Z XXX followers, 1008 engagements
"$TRUE (go-shop) As of the date of this proxy statement none of the fifty-four(54) parties contacted have submitted a proposal to the Company #Mergers #Acquisitions #EventDriven"
X Link 2025-11-24T21:53Z XXX followers, XXX engagements
"$PRO gets HSR approval #Mergers #Acquisitions #EventDriven"
X Link 2025-11-25T21:59Z XXX followers, XXX engagements
"Event-Driven Sits I'm tracking: i'm exploring some new ideas for '26 to share what i'm doing explain how i see things and how i prep for trades stay-tuned thx X the support #Mergers #Acquisitions #EventDriven"
X Link 2025-11-26T12:20Z XXX followers, 1988 engagements
"Event-Driven News: $IPG $OMC $PETS $FIS $SPNS $TECK $RIO $JEF $WBD $PSKY $CMCSA $NFLX #Mergers #Acquisitions #EventDriven Omnicom Completes Acquisition of Interpublic PetMed Express Extends Shareholder Rights Plan to Dec. X 2026 UKs CMA Clears FIS-Total System Services Merger Asics Denies Report on Interest in Acquisition of Puma *EU CLEARS ACQUISITION OF SAPIENS BY ADVENT *DEUTSCHE BOERSE OFFERS TO BUY ALLFUNDS FOR XXXX PER SHARE *OTTAWA CLEARS ANGLO'S TECK DEAL ON NATSEC GROUNDS: GLOBE *ANGLO-TECK DEAL STILL TO CLEAR ECONOMIC BENEFIT REVIEW: GLOBE SEC probes Jefferies over its First Brands"
X Link 2025-11-28T12:30Z XXX followers, XXX engagements
"Event-Driven News: $WBD $NFLX $PSKY $CMCSA $TSLA $CPRI $RGR $NVRI $DRVN $AVDL $NVDA $JSPR #Mergers #Acquisitions #EventDriven Warner Bros. Gets Mostly Cash Netflix Offer in New Round of Bids (Comcast and Netflix are interested only in the Warner Bros. studios and the HBO Max streaming service. Should one of their bids be accepted Warner Bros. would continue with plans to spin off its cable channels as Discovery Global. The spinoff could occur by the middle of next year) Burry Shorts Tesla on Valuation and Musk Pay Plan Fortune Says (#PlsStop) *TESLA CHINA NOV. DELIVERIES +9.95% Y/Y: PCA"
X Link 2025-12-02T12:03Z XXX followers, XXX engagements
"$SCHL Transactions Expected to Generate $XXX Million in Estimated Net Proceeds to Be Deployed Toward Company's Capital Allocation Priorities including Debt Reduction and Share Repurchases"
X Link 2025-12-02T13:03Z XXX followers, XXX engagements
"Event-Driven News: $WBD $PSKY $NFLX $CMCSA #SkyNet $MURA $META $LKQ $ZIM $MIDD $SPR $HIMS $RPTX $TRUE $AN $RIO #Lithium $AMC #Mergers #Acquisitions #EventDriven see "PSA" at bottom *PARAMOUNT RAISES BREAKUP FEE IN WARNER BROS. BID TO $X BILLION ("While specific terms of the offers havent been made public Netflixs is higher than Paramounts according to several people familiar with the discussions") *OpenAI's Sam Altman Explored Deal to Acquire or Partner With a Rocket Company Sources Say -- WSJ *OpenAI Rocket Company Talks Are No Longer Active Sources Say -- WSJ Mural Oncology Announces"
X Link 2025-12-04T12:05Z XXX followers, XXX engagements
"Event-Driven News: $WBD $PSKY $NFLX $CMCSA $MURA $ITT $KNOP $COO $CIO $PRO $FORA #Mergers #Acquisitions #EventDriven *Warner Bros. Discovery Inc. Series A (WBD) Halted due to pending news Warner Bros. Begins Exclusive Deal Talks With Netflix ITT to Acquire SPX FLOW Significantly Expanding Leadership Position in Highly Engineered Components and Adjacent Flow *Mural Oncology PLC (MURA) Halted due to additional information requested by NASDAQ Knot Offshore Partners LP Earnings ReleaseInterim Results for the Period Ended September XX 2025 Knot Offshore Partners Lp Astaris Capital Ma: SCHEDULE"
X Link 2025-12-05T11:58Z XXX followers, 2429 engagements
"$HSII "the Merger is expected to be consummated on or about December 10" #Mergers #Acquisitions #EventDriven"
X Link 2025-12-05T21:21Z XXX followers, XXX engagements
"$ODP the closing of the Merger is expected to occur on December10 #Mergers #Acquisitions #EventDriven"
X Link 2025-12-05T22:30Z XXX followers, XXX engagements
"Event-Driven Observation: $WBD $PSKY $NFLX $CMCSA #Mergers #Acquisitions #EventDriven WBD OBSERVATION: reading the tea-leaves here the biggest underlying narrative I picked up on Friday was the tone about Paramount maybe moving on "to other potential acquisitions .". I'm hearing that Paramount knew ALL WEEK they had lost and that kicked off the leaks of their disappointment about "the process" and crying to Big-T about it (see predictable T comments below) . Paramount might throw a hail-mary here and put their proposal directly to us but it feels like game-over and won't matter in the end"
X Link 2025-12-08T11:00Z XXX followers, 1270 engagements
"Event-Driven News: $WBD $PSKY $NFLX $CMCSA $TSLA #Spacex $BIDU $HOOD $AR $CRH $CVNA $FIX $OPTU $ODP $HSII $MRSN $FRGE $PLYM $CDTX $SPR $BA $QIPT $HNI $SCS $WHR #Mergers #Acquisitions #EventDriven WBD OBSERVATION: Senator Schiff: STATEMENT: Sen. Schiff Statement on Netflixs Proposed Merger with Warner Bros (HAH jk) There has been a lot of press claiming SpaceX is raising money at $800B which is not accurate Musk said in a post Saturday IBM Nears $XX Billion Deal for Confluent -- WSJ Robinhood to Buy Indonesia Brokers to Join Retail Investing Boom Matthews International Provides Update on"
X Link 2025-12-08T11:03Z XXX followers, XXX engagements
"$PLYM the go-shop period expired without any party submitting an alternative acquisition proposal #Mergers #Acquisitions #EventDriven"
X Link 2025-12-08T11:23Z XXX followers, XXX engagements
"$K "12/11" #Mergers #Acquisitions #EventDriven"
X Link 2025-12-08T14:15Z XXX followers, XXX engagements
"$WBD background: $WBD $PSKY $NFLX $CMCSA #Mergers #Acquisitions #EventDriven"
X Link 2025-12-08T14:27Z XXX followers, XXX engagements
"$CFLT arbs might be forgetting how poorly HCP and INFA traded day1 . #Mergers #Acquisitions #EventDriven"
X Link 2025-12-08T14:46Z XXX followers, XXX engagements
"$HOUS $COMP Compass voluntarily withdrew its previous Premerger Notification and Report Form under the HSR Act on December X 2025 and refiled it on December X 2025 in accordance with the HSR Act. The applicable waiting period under the HSR Act will expire at 11:59 p.m. Eastern Time on January X 2026"
X Link 2025-12-02T21:34Z XXX followers, XXX engagements
"$WBD $NFLX $PSKY According to a person familiar with Warner Bros. thinking it will take an offer of about $XX a share to get the company to reconsider the Netflix sale"
X Link 2025-12-08T15:59Z XXX followers, XXX engagements
"@gr8t4ver did they file cfiUS yet"
X Link 2025-12-08T16:56Z XXX followers, XX engagements
"Event-Driven Observation(s): $MRSN $DAWN Day One Biopharmaceuticals to Acquire Mersana Therapeutics $XX Tender Offer + $XXXXX cvr (several Clinical and Regulatory milestones out to 2037) Regulatory: likely only HSR Est timeline: "by end Jan '26" Day1 thoughts: I'd normally have fair-value for a cash-only-vanilla tender out XX days at roughly $24.48-24.62 (given rate of return size downside etc) but handicapping the CVR without truly understanding the odds of success at each interval would be bullsh*t. I'm using a XX% (of total CVR value) as a generic placeholder which would put Day1 vwap"
X Link 2025-11-13T12:27Z XXX followers, XXX engagements
"$WBD $NFLX $PSKY XX Dec 2025 07:00:00 AM - NETFLIX TO ACQUIRE WARNER BROS. FOLLOWING THE SEPARATION OF DISCOVERY GLOBAL FOR A TOTAL ENTERPRISE VALUE OF $XXXX BILLION (EQUITY VALUE OF $XXXX BILLION) XX Dec 2025 07:00:08 AM - NETFLIX INC - NETFLIX TO MAINTAIN WARNER BROS.' CURRENT OPERATIONS XX Dec 2025 07:00:10 AM - NETFLIX INC: NETFLIX TO MAINTAIN WARNER BROS.' CURRENT OPERATIONS XX Dec 2025 07:00:12 AM - NETFLIX INC: CASH AND STOCK TRANSACTION IS VALUED AT $XXXXX PER WBD SHARE"
X Link 2025-12-05T12:01Z XXX followers, XXX engagements
"Event-Driven News: $GPRK $VOD $PEP $NVDA $HSII $PRO $ALEX $AKRO $ADVM $LE #Mergers #Acquisitions #EventDriven *PAREX RESOURCES HALTS TALKS WITH GEOPARK REGARDING MERGER DEAL Vodafone Group Public Ltd Co Emirates Telecommu: SCHEDULE 13D *PepsiCo to Commit to Cost Cuts in Deal With Elliott Investment Management Sources Say -- WSJ *TRUMP TOLD XI US WILL ALLOW NVIDIA H200 EXPORTS TO CHINA *HEIDRICK & STRUGGLES INTERNATIONAL INC . ANTICIPATED LAST TRADING DATE DEC. X NASDAQ SAYS *News On PROS Holdings Inc. (PRO) Now Under TBRAVO.XX *ALEXANDER & BALDWIN HOLDERS WILL RECEIVE $21.20/SHR IN CASH"
X Link 2025-12-09T12:14Z XXX followers, XXX engagements
"Event-Driven News: $FNMA $FMCC $COLD $AVDL $MRUS $MGM $IAC $GPRK $ALTI $INTC #FirstBrands $ODP $HSII $HSIC #Mergers #Acquisitions #EventDriven *FIFTH THIRD TO ACQUIRE FANNIE MAE DUS BUSINESS LINE *ANCORA PUSHES AMERICOLD TO WEIGH OPTIONS INCLUDING BREAKUP AVDL and MRUS get hsr approval Mgm Resorts International Iac Inc.: SCHEDULE 13D/A *GeoPark: Communicated Belief Parex's Offer of $9/Shr Undervalues Co From Outset of Negotiations *GeoPark Board: Any Credible or Constructive Engagement Going Forward Would Require Revised Proposal Beginning in Double-digits *AlTi Global Has Received"
X Link 2025-12-10T11:48Z XXX followers, 1191 engagements