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@garyHeff Avatar @garyHeff Gary

Gary posts on X about $wbd, warner bros, $psky, $nflx the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% technology brands XXXX% cryptocurrencies XXXX% social networks XXXX% countries XXXX%

Social topic influence $wbd #11, warner bros #486, $psky #33, $nflx #85, auction #922, business 7.89%, debt #436, $lion #47, closed 5.26%, acquisition #752

Top accounts mentioned or mentioned by @bigideascapital @221brew @tbonesam99 @99paul99 @phillipsrelic @honourbrite @_99paul99 @shenjiaye @jrmie1529026 @wsj @jbflint @davidamichaels @tmtanalystanon @bilgeebiri @davidfaber @upslopecapital @wbd @paramount @skydance @netflix

Top assets mentioned Warner Bros Discovery, Inc. (WBD) Paramount Skydance Corporation Class B Common Stock (PSKY) Netflix Inc (NFLX) Loaded Lions (LION) Comcast Corporation (CMCSA) Sable Offshore Corp. (SOC) Alphabet Inc Class A (GOOGL) Bank of America (BAC) Citigroup Inc (C) Apollo Global Management, Inc. (APO) DisChain (DIS)

Top Social Posts

Top posts by engagements in the last XX hours

"The biggest cheerleader for $SOC exited his stake in the $20s"
X Link 2025-11-19T02:25Z 2133 followers, 2157 engagements

"The guys who lined up financing from Wells Fargo aren't going to win the bidding war You don't say"
X Link 2025-12-08T15:41Z 2135 followers, XXX engagements

"$PSKY PIPE price to be determined by a special committee of the board of directors (in connection with the proposed $WBD deal)"
X Link 2025-12-08T17:47Z 2135 followers, XXX engagements

"$WBD missed projections by a mile in the WarnerMedia / Discovery merger If $WBD 's global networks business deteriorates more than anticipated from now to the date of the spin debt could shift to the streaming and studios company reducing the consideration paid by $NFLX ( at WB's discretion) "(ii) the possibility of a reduction in the price to be paid in the Proposed Netflix Transaction if the net debt of Spinco (as defined in the Netflix Merger Agreement) is reduced from an undisclosed amount""
X Link 2025-12-08T19:38Z 2135 followers, 5743 engagements

"@BilgeEbiri crazier things have happened. at what price do you think $PSKY would sell to $NFLX LE has control so you can't force an auction like Paramount just did to Warner Bros. $XX at a minimum"
X Link 2025-12-09T21:31Z 2133 followers, 1164 engagements

"Netflix has an acquisitive appetite having shown varying degrees of interest in acquiring Paramount Warner Bros Fox EA and Disney. They spoke highly of "new Fox" when it came out due to its focus on live sports and news. And they clearly want a legacy Hollywood studio (WBD merger agreement). Ellison will stand in the way of Netflix's acquisition of Warner Bros. And has funding from the deepest pockets in the world. As controller he is not beholden to shareholders like Netflix is. Netflix's stock has already shed $100B of value since late Oct. Netflix could realize the futility of duking it"
X Link 2025-12-09T23:53Z 2133 followers, XXX engagements

"@221Brew @davidfaber Pac-man only works with Larry's blessing of course given the control shares. Is there a price at which he's willing to let this go"
X Link 2025-12-11T15:26Z 2135 followers, XX engagements

""Disney to Invest $X Billion in OpenAI and License Characters for Use in ChatGPT Sora The three-year deal lets users generate videos of Disney and Marvel characters; Disney also accused Google of infringing on its copyrights""
X Link 2025-12-11T16:25Z 2134 followers, XXX engagements

"@UpslopeCapital If you're looking for sound and convincing logic then I've got four words for you: data centers in space"
X Link 2025-12-11T21:09Z 2133 followers, XXX engagements

"This reads to me like a tender offer. Which opens the door for a two-step merger. If blessed by the DOJ a two-step merger can close in a couple of months. See Bristol Meyers Squibb / RayzeBio: Tender offer announced Dec 2023/ deal closed Feb 2024"
X Link 2025-12-03T00:24Z 2135 followers, 4146 engagements

"it's hard to convey this in a tweet but I prefer situations where I actually want to own the business and it's misunderstood/on sale sometimes in anticipation of an event. e.g. WBD i've owned for over a year and was anticipating either a break-up or sale. what would you call that pre-event driven situations :P but to answer your question I'm looking at Versant. I'm negatively biased towards it and trying to answer the question "what could go right / how could this work out well""
X Link 2025-12-04T19:08Z 2135 followers, XX engagements

"@_99Paul99 @PhillipsRelic Paul BDigs how are you feeling about the leverage ratio at 6.5x net debt / adj oibda The first thing that comes to mind is the MGM BK in 2010 $LION"
X Link 2025-12-11T17:16Z 2135 followers, XX engagements

"@honourbrite Certainly a conflict of interest. No debate there"
X Link 2025-12-13T00:12Z 2135 followers, XX engagements

"$PSKY making the case that the $WBD auction was a sham with a pre-determined winner ( $NFLX): "During the entirety of the sale process undertaken by the Warner Bros. Board representatives of Warner Bros. did not provide a single markup of a single transaction document have a single meeting to go page-by-page through the documents or engage in a real time back and-forth negotiation with Paramount or its advisors.""
X Link 2025-12-08T18:41Z 2135 followers, 5287 engagements

"Since Netflix entered the auction to buy Warner Bros Netflix's own stock has dropped so much that the money they lost in market capitalization is greater than the total price tag of the company they are trying to buy $NFLX $WBD $PSKY"
X Link 2025-12-09T18:02Z 2135 followers, 27K engagements

"Team Lionsgate are you next in line to be acquired Or does the fact that Comcast bid for Warner Bros in NBCUniversal stock indicate that NBCU is separable from the mothership and therefore the next domino to fall @PhillipsRelic @_99Paul99 $LION $CMCSA $WBD $NFLX $PSKY"
X Link 2025-12-10T16:00Z 2135 followers, 1728 engagements

"Netflix's current equity market capitalization dwarfs that of all other major media companies and theatrical exhibitors combined (even after its $110+ billion loss in value)"
X Link 2025-12-10T21:09Z 2135 followers, 3796 engagements

""Paramount has also signed up a number of sophisticated partners to finance the $XX billion in debt needed for the deal including Bank of America Citigroup and Apollo Global Management. It is unlikely those partners would have signed up for the deal without sufficient research to make them comfortable with the financing package.""
X Link 2025-12-12T12:43Z 2135 followers, 3212 engagements

"@221Brew @tbonesam99 Agree with everything you just said. Next question. If you followed the initial Skydance takeover of Paramount do you remember Project Rise Their "plan" was to team up with the UAE and a satellite company. Could it have been a rip-off of the Ellison plan"
X Link 2025-12-12T22:00Z 2135 followers, XXX engagements

"project rise was a head scratcher. skydance may have insinuated that edgar bronfman was behind it. i tweeted a lot about it. search my name with project rise and/or PRP. unfortunately i think the satellite figure was trey duplechin. and the sheikh was "the wrong sheikh""
X Link 2025-12-12T23:37Z 2135 followers, XX engagements

"Bob Iger is constructive on reaching agreements with AI companies to reflect Disney's need to protect its IP Is that code for licensing payments to Hollywood from AI companies $DIS $WBD $CMCSA $PSKY $SONY $LION"
X Link 2025-11-13T14:13Z 2135 followers, XXX engagements

"The Warner Bros board can be replaced at a special meeting called by eligible shareholders. To be eligible shareholders must have held their shares for at least X year. Eligible shareholders owning at least XX% of the company's votes can call the special meeting. $WBD $PSKY $NFLX There is a path to convincing the required number of holders to call this meeting based on ownership data filed with the SEC. This data is not exact could be stale but generally indicates an opening for the Ellison team should they wish to take it"
X Link 2025-12-10T18:36Z 2135 followers, 1916 engagements

"I'm not smart enough on the nuances of 10b5-1s to know if there's any signal in Gunnar selling at around the Ellison deal price $WBD"
X Link 2025-12-12T22:11Z 2135 followers, XXX engagements

"I'm not alone in thinking the Netflix deal is a massive antitrust challenge. Just ask Netflix. See the break fee % and the drop dead date in the Netflix merger agreement. Both are indications that this is likely to be difficult on the antitrust front. And it's no skin off of Netflix's back if nobody can acquire Warner Bros when all is said and done"
X Link 2025-12-13T00:12Z 2135 followers, XX engagements

"Lawmaker asking if Netflix's act of entering an agreement to buy Warner Bros is unlawful: $NFLX $WBD $PSKY "Finally it deserves serious consideration whether the very act of entering into the agreement to buy Warner Bros. Discoveryin and of itself constitutes a form of monopolization under the antitrust laws. The proposed acquisition is so facially problematic that one must ask whether Netflix entered into the agreement knowing that the deal would likely be blocked but it nonetheless did so with the expectation that the costs and other burdens of a years-long antitrust fight would cause"
X Link 2025-12-13T03:12Z 2135 followers, 1048 engagements