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# ![@CrossGardens Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2471213449.png) @CrossGardens Aberdeen Opinions

Aberdeen Opinions posts on X about $fubo, business, cash flow, flow the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2471213449/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2471213449/c:line/m:interactions.svg)

- [--] Week [------] +20%
- [--] Month [------] +73%
- [--] Months [-------] +21%
- [--] Year [-------] +1,209%

### Mentions: [--] [#](/creator/twitter::2471213449/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2471213449/c:line/m:posts_active.svg)

- [--] Week [--] -35%
- [--] Month [--] -13%
- [--] Months [---] +19%
- [--] Year [-----] +867%

### Followers: [---] [#](/creator/twitter::2471213449/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2471213449/c:line/m:followers.svg)

- [--] Week [---] +2.10%
- [--] Month [---] +13%
- [--] Months [---] +67%
- [--] Year [---] +2,661%

### CreatorRank: [-------] [#](/creator/twitter::2471213449/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2471213449/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  91.6% [finance](/list/finance)  32.77% [technology brands](/list/technology-brands)  5.04% [social networks](/list/social-networks)  3.36% [cryptocurrencies](/list/cryptocurrencies)  0.84% [exchanges](/list/exchanges)  0.84% [countries](/list/countries)  0.84%

**Social topic influence**
[$fubo](/topic/$fubo) #8, [business](/topic/business) 5.88%, [cash flow](/topic/cash-flow) 5.88%, [flow](/topic/flow) 5.88%, [in the](/topic/in-the) 5.88%, [doj](/topic/doj) 5.88%, [accounting](/topic/accounting) 5.04%, [forma](/topic/forma) 4.2%, [$dis](/topic/$dis) 4.2%, [fubotv inc](/topic/fubotv-inc) #8

**Top accounts mentioned or mentioned by**
[@chartlearning](/creator/undefined) [@funhumbleguy](/creator/undefined) [@derminvests](/creator/undefined) [@tdot198](/creator/undefined) [@amazonwoman22](/creator/undefined) [@fubotvs](/creator/undefined) [@stockresearchwk](/creator/undefined) [@youtube](/creator/undefined) [@ericjackson](/creator/undefined) [@peteblackburn](/creator/undefined) [@brendancarrfcc](/creator/undefined) [@fubotv](/creator/undefined) [@nbcuniversal](/creator/undefined) [@comcast](/creator/undefined) [@snfonnbc](/creator/undefined) [@golfchannel](/creator/undefined) [@versantmedia](/creator/undefined) [@cordcuttersnews](/creator/undefined) [@xguo7013](/creator/undefined) [@andreafaver](/creator/undefined)

**Top assets mentioned**
[fuboTV Inc. (FUBO)](/topic/$fubo) [DisChain (DIS)](/topic/$dis) [Expensify, Inc.  (EXFY)](/topic/$exfy) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [RAI Finance (SOFI)](/topic/$sofi) [SPX6900 (SPX)](/topic/$spx) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Bitcoin (BTC)](/topic/bitcoin) [ODDITY Tech Ltd (ODD)](/topic/$odd) [The Honest Company, Inc. (HNST)](/topic/$hnst) [The Walt Disney Company (DIS)](/topic/walt-disney) [Netflix Inc (NFLX)](/topic/$nflx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"CEO of $EXFY This profile image doesn't convince he is passionate about transforming Expensify"  
[X Link](https://x.com/CrossGardens/status/1958318235209625844)  2025-08-21T00:00Z [---] followers, [---] engagements


"Imagine if $FUBO DG had a profile picture like this CEO of $EXFY Or even $SOFI Anthony Noto Would you invest or be worried he looked far too comfortable"  
[X Link](https://x.com/CrossGardens/status/1958319848695460335)  2025-08-21T00:06Z [---] followers, [---] engagements


"Fubotv Inc. ( $FUBO ) (Underlying equity + options) Material update acknowledged: Disney / Hulu Live TV transaction + 8-K/A with audited pro forma financials Profitability: Near-term losses persist but unit economics improved Balance Sheet: Meaningfully stronger than pre-transaction Stability: Higher due to Disney alignment Verdict: SPECULATIVE STRATEGIC CANDIDATE This is no longer a broken company case; it is a restructuring / integration case. Bottom line: [----] Unbound Energy incoming. https://twitter.com/i/web/status/2004576067265147332 https://twitter.com/i/web/status/2004576067265147332"  
[X Link](https://x.com/CrossGardens/status/2004576067265147332)  2025-12-26T15:32Z [---] followers, [----] engagements


"Weekend PM Notes NewCo. Product Silence Check Verified facts (as of now): There have been no announced major consumer product launches no materially new subscription offerings and no disclosed strategic partnerships from fuboTV Inc NewCo or Hulu + Live TV that clearly change unit economics or market positioning. Public updates have largely been incremental or structural rather than headline product expansion. Inference: This pattern suggests the businesses are prioritizing economic normalization bundle architecture and governance integration over visible innovation. In this phase adding"  
[X Link](https://x.com/CrossGardens/status/2015035604996886773)  2026-01-24T12:15Z [---] followers, [---] engagements


"$FUBO vs $SPX 5Y context. FUBO: -94% S&P 500: +88% For retail investors this has been framed as volatility sentiment or patience being tested. In reality this is a prolonged period of unresolved structural risk: dilution overhangs capital structure opacity and unclear NewCo economics. Retail has been asked to wait repeatedly without verification. Thats why Q1 earnings on 2/3 are not just another call. They represent a credibility deadline. Management is now fully to task: explicit dilution mechanics balance-sheet trajectory and a concrete explanation of how NewCo creates durable equity value."  
[X Link](https://x.com/CrossGardens/status/2016531106783219736)  2026-01-28T15:17Z [---] followers, [----] engagements


"Clarifying the $FUBO setup because this gets mixed up: The stock is not cheap because of fear. Its cheap because the business is not modelable. Post DisneyFuboTV Inc. deal investors still dont have: Combined Hulu + Live + Fubo run-rates Steady-state subs / churn Programming cost structure under Newco Ad revenue splits Forward EBITDA No model no multiple. Thats the primary issue. So where does the antitrust case fit The remaining case Unger v. The Walt Disney Company isnt driving downside. Its an invisible ceiling. Not because its likely to break the deal. But because it removes urgency to"  
[X Link](https://x.com/CrossGardens/status/2016893171993616703)  2026-01-29T15:16Z [---] followers, [----] engagements


"Follow-up on $FUBO the Unger case specifically: The only unresolved antitrust case tied to Fubo is Unger v. The Walt Disney Company (the fuboTV subscriber class). This case is different because it: Targets the DisneyFuboTV Inc. transaction itself Seeks injunctive relief not just damages Explicitly mentions possible segregation or divestiture of Fubo / Hulu + Live TV assets Important context: Other vMVPD subscriber cases are already settled Unger did not settle No ruling no injunction no timetable Disney says potential loss is not material So why it matters Not because its likely to break the"  
[X Link](https://x.com/CrossGardens/status/2016896553361850744)  2026-01-29T15:29Z [---] followers, [---] engagements


"Why $FUBO still has optionality and $PTON mostly doesnt: PTONs problem is that its best demand was pulled forward. The TAM peaked the narrative is settled and the equity is structurally impaired. Stabilization re-rating. $FUBO is different. Its business structure is still unresolved not finished. Guidance is opaque ownership is in flux and outcomes are path-dependent not pre-decided. Markets re-rate uncertainty when clarity arrives. They dont re-rate businesses whose growth already happened. Thats the difference between a value trap and optionality. $FUBO $PTON #investing #equities"  
[X Link](https://x.com/CrossGardens/status/2017006088194052499)  2026-01-29T22:45Z [---] followers, [----] engagements


"One thing that keeps getting missed in the $FUBO / NewCo debate: Fubo doesnt need most of NewCo to re-rate. It needs very little. Even a modest share of NewCo economics think tens of millions not hundreds is enough to change how the equity trades from here. At $23 the stock is priced as if almost nothing accrues. The bar for re-rating isnt domination its just proof of participation. A small durable slice of cash flow: reduces dilution risk makes operating leverage real forces the market to re-model the equity The distance from nothing to something is much shorter than people think and that"  
[X Link](https://x.com/CrossGardens/status/2017247178356412767)  2026-01-30T14:43Z [---] followers, [---] engagements


"50 reasons $FUBO management is likely to succeed with NewCo (no hype): Management equity only pays off if NewCo works Survival without a re-rate is a career failure NewCo is the only credible path to equity value Dilution already accepted upside must justify it Incentives align toward cash flow not optics JV economics are visible internally They wouldnt sign a deal that permanently traps value Reputation risk is existential if this fails Compensation horizons align with multi-year outcomes Scenario A forever benefits no one inside NewCo fixes a scale problem not demand Sports aggregation"  
[X Link](https://x.com/CrossGardens/status/2017394094121881700)  2026-01-31T00:26Z [---] followers, [---] engagements


"All estimates and conclusions are based on NewCo operating economics with legacy $Fubo common stock analyzed as a 30% minority equity interest subject to control dilution and timing constraints. Likely Q1 EPS (Guestimate) EPS (basic & diluted): $0.12 to $0.20 Revenue $1.52B $1.58B Subscription Revenue $1.10B $1.18B Advertising Revenue $105M $120M Total Subscribers 5.85M 6.05M Programming / Content Costs $1.30B $1.38B Gross Profit $150M $210M Gross Margin 9.5% 12.5% Sales & Marketing Expense $105M $135M G&A Expense $80M $100M EBITDA ($35M) ($60M) Operating Loss ($55M) ($80M) Net Loss ($45M)"  
[X Link](https://x.com/CrossGardens/status/2017961642361778580)  2026-02-01T14:02Z [---] followers, [----] engagements


"Reverse splits are contextual. In failing businesses they coincide with deterioration. In stabilizing businesses like $Fubo theyre a mechanical compliance tool. The signal that matters isnt the split IMO its whether cash burn margins and disclosure improve after. Thats still an open question here not a settled negative. There is a lot of expected noise today. https://twitter.com/i/web/status/2018705952459915691 https://twitter.com/i/web/status/2018705952459915691"  
[X Link](https://x.com/CrossGardens/status/2018705952459915691)  2026-02-03T15:19Z [---] followers, [---] engagements


"@ChartLearning I mean this will all due respect but today's filing was not a 10-k. I believe $fubo must file a 10-k by 3/2/2026"  
[X Link](https://x.com/CrossGardens/status/2018720287270039721)  2026-02-03T16:16Z [---] followers, [---] engagements


"Todays reaction in $FUBO says more about confusion than fundamentals. An 8-K earnings wrapper (not a 10-K) Pro forma numbers layered over carve-out accounting A reverse split announcement bundled into the same news cycle A call focused on structure not guidance Thats a lot for shareholders to process at once. When disclosures mix accounting mechanics structural changes and real operating progress in one event price discovery gets messy. Clarity comes from normalized reporting. Thats still ahead. $FUBO #investing #earnings #marketstructure #equities #financialreporting"  
[X Link](https://x.com/CrossGardens/status/2018721437431869521)  2026-02-03T16:21Z [---] followers, [---] engagements


"One reason $FUBO isnt giving formal guidance yet is incentives. Post-combination the business is still operating under carve-out accounting pro forma adjustments and integration assumptions that arent fully normalized. Issuing guidance now would mean underwriting numbers they dont yet control cleanly and missing early guidance destroys credibility far more than delaying it. From managements perspective: Delay guidance = preserve flexibility Early guidance + miss = permanent trust damage That doesnt make the stock easier to own today. But it explains why clarity is being paced not rushed."  
[X Link](https://x.com/CrossGardens/status/2018727554790605011)  2026-02-03T16:45Z [---] followers, [----] engagements


"I think a lot of the confusion around $FUBO revenue comes from the comparison itself. Intuitively this year should look way bigger than last year because the business is bigger post-combination. On an as-reported basis revenue did jump (+40% YoY). But the market is focused on pro forma YoY which asks a different question: How fast is the already-combined business growing That strips out the acquisition pop and leaves mid-single-digit growth which feels disappointing if youre expecting a deal bump. Nothing vanished. The comparison just changed. Add to that the Reverse Split noise and it's"  
[X Link](https://x.com/CrossGardens/status/2018775863081259050)  2026-02-03T19:57Z [---] followers, [---] engagements


"First off it's an emotional day for $FUBO shareholders. You will see articles like the one quoted below. The author calls out the optics. reverse splits stalled subs and pulled guidance always pressure sentiment. But to be fair its early to call the merger a failure when this is the first quarter of combined reporting under reverse-acquisition accounting. Scale EBITDA improvement and reduced net losses did materialize. what didnt is growth acceleration. That shifts the story from growth to stabilization + integration which the market dislikes but isnt the same as terminal decline. Also worth"  
[X Link](https://x.com/CrossGardens/status/2018794590979957174)  2026-02-03T21:11Z [---] followers, [----] engagements


"It is interesting. The leverage point isnt NBC punishing Fubo its how linear economics are resetting. Sports do anchor linear but distribution power now sits with the rights holder + balance sheet. DIS owning ESPN cuts both ways: it strengthens ESPNs hand with MVPDs and makes Fubo more strategically relevant not less. When Xfinity/ESPN renewals come up the question wont be who wins itll be how margin is shared across fewer scaled distributors. $FUBO isnt dead. Its just no longer playing the old game. #FUBO #Media #Streaming #MarketStructure #SportsRights"  
[X Link](https://x.com/CrossGardens/status/2018858693941665962)  2026-02-04T01:26Z [---] followers, [--] engagements


"One thing getting missed in the noise: yesterdays $FUBO meeting wasnt discretionary. It was forced and regulatory. Post-merger disclosures structural items (incl. split authorization) and timing constraints force communication before the business is fully normalized. That doesnt make the stock easier to own. But it may explain why the update looked messy instead of polished. Structure signal. $FUBO #earnings #marketstructure #financialreporting https://twitter.com/i/web/status/2019026535492030747 https://twitter.com/i/web/status/2019026535492030747"  
[X Link](https://x.com/CrossGardens/status/2019026535492030747)  2026-02-04T12:33Z [---] followers, [---] engagements


"A realistic timeline for $FUBO from here.not predictions just structure: Next [--] weeks Forced selling finishes Volume compresses Stock bases not rallies Market waits for clarity not stories Next [--] months 10-K filed accounting + risk visibility improves Reverse split mechanics finalized Institutional constraints begin to lift Price re-anchors to process not panic Spring / Early Summer Focus shifts to execution: churn ads integration Distribution narrative replaces legacy streamer framing Stock trades on durability not shock value This is a reset phase not a verdict. Direction comes after"  
[X Link](https://x.com/CrossGardens/status/2019110597766615429)  2026-02-04T18:07Z [---] followers, [----] engagements


"Worth setting expectations on the upcoming $FUBO 10-K: Unlikely to contain a big numeric surprise. Most headline economics were already disclosed in the 8-K. Since Hulu+Live is treated as the acquirer it may look unusual to the Fubo shareholder. What may surprise people is composition: cost structure detail cash flow vs EBITDA optics risk language (scarier on paper than in practice) legacy Fubo disappearing due to reverse-acquisition accounting This normalization matters because NewCo changes the shareholder cohort: fewer momentum holders more process-driven owners longer time horizons The"  
[X Link](https://x.com/CrossGardens/status/2019395009116520573)  2026-02-05T12:57Z [---] followers, [---] engagements


"Bitcoin is still scarce on-chain but price is mostly set off-chain now. ETFs futures options and swaps let one real BTC support many paper claims so day-to-day prices are driven by derivatives not physical coins. That makes scarcity dormant not gone. When too many people want real BTC at once paper claims fail and spot supply suddenly matters again.usually violently. https://twitter.com/i/web/status/2019566140096450862 https://twitter.com/i/web/status/2019566140096450862"  
[X Link](https://x.com/CrossGardens/status/2019566140096450862)  2026-02-06T00:17Z [---] followers, [---] engagements


"This is my real frustration surfaced by this 10-Q with $FUBO MGMT. Shareholders were told the deal was about scale execution and long-term value. What wasnt made explicit pre-vote was that post-deal cash flows would be structured so improvements largely dont accrue to common equity. Thats not about outcomes. Its about disclosure. Voting on a deal requires understanding how value actually flows not just ownership percentages. #FUBO #CorporateGovernance #Disclosure #CapitalStructure #ShareholderRights #Investing https://twitter.com/i/web/status/2019952077154173367"  
[X Link](https://x.com/CrossGardens/status/2019952077154173367)  2026-02-07T01:51Z [---] followers, [---] engagements


"Hit a new emotional low last night. $FUBO is a painful investment. My only thesis left. If Fubo executes to roughly $300M in Adjusted EBITDA and $150M in free cash flow the RNCI is satisfied and common equity begins to receive residual cash ($4050M per year) Thats the inflection: enterprise risk declines cash flow becomes predictable institutions can underwrite the equity That kind of business doesnt re-rate overnight. But it can re-rate. Stability residual cash multiple expansion. $FUBO #investing #marketstructure #equities #streaming https://twitter.com/i/web/status/2020116309233520840"  
[X Link](https://x.com/CrossGardens/status/2020116309233520840)  2026-02-07T12:43Z [---] followers, [----] engagements


"Not initially no. Under the RNCI / NewCo structure free cash flow is waterfalled first.Hulu gets its contractual share before common equity sees anything. Thats the whole point of the threshold. Until RNCI is satisfied buybacks are effectively off the table and capital allocation is constrained to operating needs + reinvestment. This is why a reverse split not buybacks is their approach. Once the RNCI hurdle is cleared then the board has real discretion: reinvest de-lever or return capital. But that only matters after stability and residual cash exist. My calcs: At current run-rates the"  
[X Link](https://x.com/CrossGardens/status/2020137117939036248)  2026-02-07T14:06Z [---] followers, [---] engagements


"Another way to see why a reverse split instead of a buyback. Because they solve different problems. A buyback says: we have surplus capital and confidence in long-term equity economics. A reverse split says: we need to maintain listing compliance and institutional access without spending cash. In FUBOs current structure cash is runway not excess. Buying back shares wouldnt change the 70/30 economics wouldnt reduce RNCI and would weaken liquidity. The reverse split fixes optics with zero cash and zero promises. Thats why I think this path was chosen. They need the $458.6m cash to prevent"  
[X Link](https://x.com/CrossGardens/status/2020144473427042317)  2026-02-07T14:35Z [---] followers, [--] engagements


"After more work Id refine this: RNCI doesnt kill upside but it caps speed and changes who gets paid. Execution still matters just not in the way I was formerly expecting it. $FUBO After working through the last two filings Ive changed my view on $FUBO. Its not undervalued." Its structurally inert. Execution no longer re-rates the equity retained cash for common barely grows and upside depends entirely on Disney choosing to act. The proof is right After working through the last two filings Ive changed my view on $FUBO. Its not undervalued." Its structurally inert. Execution no longer re-rates"  
[X Link](https://x.com/CrossGardens/status/2020157938816417902)  2026-02-07T15:29Z [---] followers, [---] engagements


"The size of the RNCI is the real wall for $Fubo equity. Not revenue. Not P/S. Not the reverse split. RNCI sits ahead of common equity and absorbs cash before shareholders see anything. As long as RNCI is large relative to free cash flow equity economics are effectively zero regardless of how cheap the stock looks. The confusion for many comes from the 70/30 economics split. On paper it sounds like equity should get 30%. In reality that split only applies after RNCI is fully satisfied for the period. Until then the 30% is theoretical.the cash never reaches equity in the first place. Thats why"  
[X Link](https://x.com/CrossGardens/status/2020639402842542152)  2026-02-08T23:22Z [---] followers, [---] engagements


"At this point the concerns around $FUBO are no longer about vision or strategy. theyre governance and structure issues: No quantified path for equity-level free cash flow No disclosure of when upstream claims are fully satisfied Capital allocation asymmetry dilution optionality without guardrails Reverse split rationale that doesnt align with ownership data No stated limits on future equity issuance once milestones are met Opaque duration and impact of Disneys economic priority Actions signal caution messaging signals confidence.that mismatch erodes trust. These arent emotional complaints."  
[X Link](https://x.com/CrossGardens/status/2020680438486806712)  2026-02-09T02:05Z [---] followers, [---] engagements


"A lot of confusion around $FUBO comes from this: Fubo equity does not get 30% of NewCo profits. It gets 30% of the residual after RNCI. Simple example: If NewCo makes $100 and RNCIs entitlement is $100+ ๐Ÿ‘‰ Fubo equity gets $0. If RNCI takes $80 only $20 is left. Fubo owns 30% of that residual: ๐Ÿ‘‰ 30% $20 = $6 to Fubo equity. Again equity gets 30% of the residual.not 30% of the topline. This cash-flow waterfall was not emphasized clearly ahead of the shareholder vote. Or was it And to be fair RNCI priority economics are not intuitive for retail investors. But they matter because ownership %"  
[X Link](https://x.com/CrossGardens/status/2020955005558165621)  2026-02-09T20:16Z [---] followers, [---] engagements


"$FUBO I'm still holding. Will be for at least five or six quarters to see if I am completely wrong in my research. Living in a world with no guidance isn't easy. The accounting and structure is complex to me"  
[X Link](https://x.com/CrossGardens/status/2020993002278207808)  2026-02-09T22:47Z [---] followers, [----] engagements


"Everyones focused on $FUBOs reverse split. Thats not where the electricity comes from. Electricity comes from: A must-show sports feature (best-in-class multiview) Distribution that feels inevitable Owning [--] tentpole sports moments per year Publishing clean operating scorecards Proving churn ARPU cash burn Price mechanics dont build brands. But.product moments do. If Fubo wants momentum it needs something fans can show not something lawyers can file. And yes. if Disney is involved the bar is higher. Disney doesnt need another passive asset. It needs a sports platform with momentum. And"  
[X Link](https://x.com/CrossGardens/status/2022460319214207015)  2026-02-13T23:58Z [---] followers, [---] engagements


"$ODD is a good example of a stock that is working not activated. Profitable by design. Asset-light with real operating leverage. A data advantage that improves economics over time. No mechanical suppression. No speculative excess. Price is responding to fundamentals. not flows not narrative. This isnt a setup that demands action. This is a system that compounds if execution stays intact. Patience is the position. #stocks #investing #fundamentals #quality #longterm #systems https://twitter.com/i/web/status/2015534630959501803 https://twitter.com/i/web/status/2015534630959501803"  
[X Link](https://x.com/CrossGardens/status/2015534630959501803)  2026-01-25T21:17Z [---] followers, [---] engagements


"$HNST is not a bad company. But thats unfortunately why it traps capital. Operational improvement activation. Balance sheet survival repricing. The hard truth is this: No margin regime shift. No sponsorship. No catalyst forcing a state change. This is idle equity not compressed optionality. Owning it early doesnt increase upside. I would argue it only increases time cost. My system doesnt avoid risk. It avoids non-events like this. I wait for activation. Or dont touch it. #PMThinking #SystemBased #ActivationFirst #CapitalEfficiency #StateNotStory"  
[X Link](https://x.com/CrossGardens/status/2015777791585775685)  2026-01-26T13:24Z [---] followers, [---] engagements


"After working through the last two filings Ive changed my view on $FUBO. Its not undervalued." Its structurally inert. Execution no longer re-rates the equity retained cash for common barely grows and upside depends entirely on Disney choosing to act. The proof is right on the balance sheet: Redeemable non-controlling interest ($2.4B) sitting ahead of common equity. That line item shows where incremental value actually accrues and it isnt to Class A shareholders. Thats unfortunate for long-time loyal shareholders who supported the company through its hardest years expecting execution to"  
[X Link](https://x.com/CrossGardens/status/2019961307441607129)  2026-02-07T02:27Z [---] followers, [----] engagements


"The $FUBO / Hulu "NewCo" merger is an accounting masterclass in how to legally "rob" retail shareholders and the worst part Shareholders voted for it. ๐Ÿšจ If youre wondering why the stock is drilling despite "beating" earnings you need to understand the RNCI (Redeemable Non-controlling Interest) poison pill you approved. ๐Ÿงต๐Ÿ‘‡ 1/ The "Scale" Distraction: Leading up to the Sept [----] vote Fubo MGMT banged the drum on one thing: SCALE. They promised 6M+ subscribers and a "transformative" future. What they conveniently skipped in the headlines The $2.38B RNCI liability that eats 70% of the value."  
[X Link](https://x.com/CrossGardens/status/2020839235960365087)  2026-02-09T12:36Z [---] followers, [----] engagements


"$FUBO Up again. 45.73%"  
[X Link](https://x.com/anyuser/status/1928124538547515456)  2025-05-29T16:21Z [---] followers, [----] engagements


"My $FUBO price target is $250 if it gets the News Max treatment. Will take off work that day"  
[X Link](https://x.com/anyuser/status/1930011765263286555)  2025-06-03T21:20Z [---] followers, [----] engagements


"Scrolling LinkedIn looking for needles in a haystack. This may be a tinfoil hat but I don't mind seeing connections between $FUBO and a potential merger partner. Could be nothing. Could be something"  
[X Link](https://x.com/anyuser/status/1932410280841294189)  2025-06-10T12:11Z [---] followers, [----] engagements


"Big Boy Bogle making a new purchase in $FUBO"  
[X Link](https://x.com/anyuser/status/1939749525260021822)  2025-06-30T18:15Z [---] followers, [----] engagements


"Nothing to see here. $FUBO *NFL IS TAKING 10% STAKE IN DISNEY'S ESPN : WSJ *NFL IS TAKING 10% STAKE IN DISNEY'S ESPN : WSJ"  
[X Link](https://x.com/anyuser/status/1952889548523880689)  2025-08-06T00:28Z [---] followers, [----] engagements


""$FUBO and $DIS are also sifting through their distribution agreements with other broadcasters to ensure that nothing prevents the integration of Hulus live TV channels into the Fubo app" After today it wouldn't surprise me if the merger was approved and announced on Monday"  
[X Link](https://x.com/anyuser/status/1953944845086564606)  2025-08-08T22:22Z [---] followers, [----] engagements


"$FUBO Institutional Ownership at 48.56% Increasing at a great clip today. And here's a little buy"  
[X Link](https://x.com/anyuser/status/1954976632529359250)  2025-08-11T18:42Z [---] followers, [----] engagements


"Small time account here. Big dreams for $FUBO. Appreciate all the engagement and the $FUBO community. Looking forward to a great back half of [----]. ๐Ÿ—ฝ๐Ÿš€"  
[X Link](https://x.com/anyuser/status/1956798407432864177)  2025-08-16T19:21Z [---] followers, [---] engagements


"The day the DOJ announces approval of the $FUBO merger in the year [----]. HLOD ๐Ÿ’Ž๐Ÿ˜‚"  
[X Link](https://x.com/anyuser/status/1976074626657812842)  2025-10-08T23:57Z [---] followers, [----] engagements


"$FUBO It's happening"  
[X Link](https://x.com/anyuser/status/1982861383650971854)  2025-10-27T17:26Z [---] followers, [----] engagements


"LINE UP THE RESUMES $FUBO ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ"  
[X Link](https://x.com/anyuser/status/1982889548368724353)  2025-10-27T19:18Z [---] followers, [----] engagements


"$FUBO is structurally positioned at the intersection of live sports targeted advertising and streaming distribution.and live sports is the last scarce asset in media. I'm in Texas this week and can't help but know that the bull will return"  
[X Link](https://x.com/CrossGardens/status/2021459934886416492)  2026-02-11T05:43Z [---] followers, [----] engagements


"Most people miss this about $FUBO: A viable stock currency isnt about ego. Its about strategy. If Fubos equity is healthy and liquid it becomes a tool: Acquire niche sports rights platforms Roll up tech / ad-tech assets Incentivize talent with equity Negotiate from strength Weak equity = defensive posture. Strong equity = strategic optionality. If Disney structured this to build a scalable sports distribution vehicle then long-term they need: A credible acquisition currency. Not a $1 stub. The market is currently pricing fragility. The real question: Does Fubo earn its way back to being a"  
[X Link](https://x.com/CrossGardens/status/2022059106912080300)  2026-02-12T21:23Z [---] followers, [---] engagements


"When I'm not debating the cap stack Im watching the Fubo brand. $FUBO is due for a resurgence. If The Walt Disney Company truly believes in the long-term sports streaming ecosystem the path isnt financial engineering. its product energy. FuboTV doesnt need hype. It needs: Net subscriber acceleration ARPU expansion without churn spikes Visible product differentiation in live sports UX If Disney leans in. real integration real funnel synergy real distribution leverage. the brand can re-energize. Not because retail wants it to. Because unit economics start compounding again. Brand revival shows"  
[X Link](https://x.com/CrossGardens/status/2022429015064137889)  2026-02-13T21:53Z [---] followers, [---] engagements


"Streaming the Heat on the Re-Rate Retreat. $FUBO may have forgotten. Streaming is entertainment. Brands either feel alive. or they dont. If the product gets magnetic again the numbers follow"  
[X Link](https://x.com/CrossGardens/status/2022437552666341518)  2026-02-13T22:27Z [---] followers, [---] engagements


"Spent a few days in Dallas and something clicked. This is a sports city. Cowboys everywhere. TVs on in every bar. Conversations about games at the airport. Live sports still anchors culture. Streaming isnt a commodity here. its becoming infrastructure. And thats where $FUBO fits. When you step outside the noise of filings reverse splits and cap table debates you remember the core product: โžก Live sports โžก Multi-view โžก Real-time community โžก Cord-cutters who still care deeply about games Dallas reminded me: the demand side isnt fragile. If anything its under-served. Execution matters. Free cash"  
[X Link](https://x.com/CrossGardens/status/2022487628734513533)  2026-02-14T01:46Z [---] followers, [---] engagements


"We need DOJ approval. $10 is the $FUBO PT I keep seeing. If it reaches $10 expect $15. Reality check.I think $7.50 is a realistic high for [----] with approval. For [----] as subs grow and ad revenue increases expect double digits. ๐Ÿ"  
[X Link](https://x.com/anyuser/status/1950729204145750294)  2025-07-31T01:24Z [---] followers, [----] engagements


"$FUBO max pain shifted up to $4. Haven't seen that in months. ๐Ÿงฒ๐Ÿฅ’"  
[X Link](https://x.com/CrossGardens/status/1950957597340860923)  2025-07-31T16:31Z [---] followers, [----] engagements


"Institutional ownership increased this week from 45.78% to 46.11% Weeks not over $FUBO"  
[X Link](https://x.com/CrossGardens/status/1950992361930236047)  2025-07-31T18:50Z [---] followers, [----] engagements


"Banking on the future $FUBO"  
[X Link](https://x.com/CrossGardens/status/1952770863901581770)  2025-08-05T16:37Z [---] followers, [----] engagements


"$FUBO less than 3% away from 50% institutional ownership. New buys happening today:"  
[X Link](https://x.com/anyuser/status/1953143195899957692)  2025-08-06T17:16Z [---] followers, [----] engagements


"$FUBO SAY GOODBYE TO CABLE TV"  
[X Link](https://x.com/CrossGardens/status/1953596804660089020)  2025-08-07T23:19Z [---] followers, [----] engagements


"$FUBO Now over 50% owned by institutionals"  
[X Link](https://x.com/anyuser/status/1955347670488269151)  2025-08-12T19:16Z [---] followers, [----] engagements


"$FUBO Today's Ligue [--] deal could increase Fubos annual revenue by approximately 2-5% in 2025/2026 translating to $40-80 million in additional revenue with a midpoint estimate of $60 million. ๐Ÿคทโ™‚"  
[X Link](https://x.com/anyuser/status/1957507382931779603)  2025-08-18T18:18Z [---] followers, [----] engagements


"$OPEN your mind to winning $FUBO $DIS HULU Live is joining the party. TURN UP YOUR SPEAKERS AND HIT THIS ๐Ÿ‘‡"  
[X Link](https://x.com/anyuser/status/1959754071835111654)  2025-08-24T23:05Z [---] followers, [----] engagements


"David's alive. Grandma is free. Skinny bundles are coming to market. $FUBO ๐Ÿš€ Back to our roots: more sports lower price ๐Ÿ’ช Introducing @fubotvs new sports skinny service built for fans who just want the game. ๐Ÿˆโšฝ๐Ÿ€โšพ #SportsFirst $fubo https://t.co/tLD6HaZiyC Back to our roots: more sports lower price ๐Ÿ’ช Introducing @fubotvs new sports skinny service built for fans who just want the game. ๐Ÿˆโšฝ๐Ÿ€โšพ #SportsFirst $fubo https://t.co/tLD6HaZiyC"  
[X Link](https://x.com/CrossGardens/status/1961171788454662285)  2025-08-28T20:59Z [---] followers, [----] engagements


"The streaming wars are here. $DIS is competing against $GOOGl and $NFLX $FUBO TV + HULU TV = NewCo. TV NewCo. TV is Disney's streaming force in this building battle for streaming dominance. I am revising my conservative price target from $5.50 to $18.00 ๐Ÿ—ฝ"  
[X Link](https://x.com/anyuser/status/1963172057367072870)  2025-09-03T09:27Z [---] followers, [----] engagements


"I appreciate the likes $FUBO ๐Ÿค"  
[X Link](https://x.com/anyuser/status/1963683416823549972)  2025-09-04T19:19Z [---] followers, [----] engagements


"Lucky to have you @StockResearchWk generating quality analysis. ๐Ÿ‘Š $FUBO Analyst of the Year. $Fubo Stock: Price Target Based On Skinny Bundles In this video we look at price projections based upon management pro forma #s and how skinny bundles may affect it https://t.co/rQSXvrvMgw via @YouTube $Fubo Stock: Price Target Based On Skinny Bundles In this video we look at price projections based upon management pro forma #s and how skinny bundles may affect it https://t.co/rQSXvrvMgw via @YouTube"  
[X Link](https://x.com/anyuser/status/1964309800910520646)  2025-09-06T12:48Z [---] followers, [----] engagements


"$FUBO This is for the underdogs who don't give up. VOLUME UP. โœŒ"  
[X Link](https://x.com/anyuser/status/1964464787490033948)  2025-09-06T23:04Z [---] followers, [----] engagements


"IM SICK OF $OPEN I'M SICK OF SEEING THIS IN MY FEED. I'M SICK OF THIS IDEA THAT RENOVATING HOUSES CAN BE PROFITABLE. IT'S A MONEY SINK. ALL THE GROWN UPS KNOW THIS. @ericjackson IS LOSING HIS FUCKING MIND"  
[X Link](https://x.com/anyuser/status/1964849041218630041)  2025-09-08T00:31Z [---] followers, 18.9K engagements


"$FUBO [---] Vs. $GOOGL TV THE FIGHT HAS JUST REACHED A NEW LEVEL"  
[X Link](https://x.com/anyuser/status/1966693014861967654)  2025-09-13T02:38Z [---] followers, [----] engagements


"After 100's of hours focused on $FUBO . And nine months of studying the brand DNA. It's time to give birth to this reborn brand. This is the story of a stock left for dead on the New York Stock Exchange floor. This is the story of unrecognized quarter by quarter growth and quiet institutional accumulation. This is the story of a fighter an underdog a consistent challenger. A company that persisted through pain and long term shareholders championing it through relentless negative market sentiment. FUBO is the fighters app. FUBO is the comeback turnaround smash you in the gut and remind you the"  
[X Link](https://x.com/anyuser/status/1967297834727985202)  2025-09-14T18:42Z [---] followers, [----] engagements


"Rate cut. Proxy vote. DOJ approval. Ignition sequence. $FUBO"  
[X Link](https://x.com/CrossGardens/status/1968096855272853916)  2025-09-16T23:37Z [---] followers, [----] engagements


"Fubo+Hulu Live = Fubo [---] This adds scale to $FUBO Scale creates negotiating power. Negotiating power begets favorable carriage agreements. Favorable carriage agreements make way for profitable quarters. Profitable quarters inspire positive sentiment. And positive sentiment generates upward valuation"  
[X Link](https://x.com/CrossGardens/status/1968251515992420559)  2025-09-17T09:51Z [---] followers, [----] engagements


"$FUBO It's coming. I can hear the footsteps in the hall. I can hear the crowd outside the tunnel. And I'm fully locked in for the big show"  
[X Link](https://x.com/CrossGardens/status/1968451717705392147)  2025-09-17T23:07Z [---] followers, [----] engagements


"Still accumulating $FUBO"  
[X Link](https://x.com/CrossGardens/status/1969124357289996618)  2025-09-19T19:40Z [---] followers, [----] engagements


"$FUBO This detail from a new job opening description has me thinking we may not be bullish enough. ๐Ÿ—ฝ"  
[X Link](https://x.com/CrossGardens/status/1969328799767474381)  2025-09-20T09:12Z [---] followers, [----] engagements


"$ADUR Founder addresses dilution "We don't like it. Shareholders don't like it. We have 40% insider ownership." When he speaks he has the the excited quick energy that communicates his belief that he is sitting on a diamond mine. He clearly knows they have uncovered a valuable solution to waste plastic and he doesn't need to over sell it"  
[X Link](https://x.com/CrossGardens/status/1969364011587137906)  2025-09-20T11:32Z [---] followers, [----] engagements


"$FUBO will trade at $8 $18. And with a Newsmax move it will trade to $268"  
[X Link](https://x.com/CrossGardens/status/1969938976921596390)  2025-09-22T01:37Z [---] followers, [----] engagements


"8 days until the $FUBO special proxy meeting. [--] crazy days"  
[X Link](https://x.com/CrossGardens/status/1970062410888384518)  2025-09-22T09:47Z [---] followers, [----] engagements


"GROK says chances of $FUBO not getting enough votes is 5-10% Institutional votes gone wrong Retail too lazy to hit the like button Seven days until we know"  
[X Link](https://x.com/CrossGardens/status/1970423325672239163)  2025-09-23T09:41Z [---] followers, [----] engagements


"I asked one of my daughters what price should $FUBO trade at. She said $6.70 #shesjustababy I told her you're not bullish enough but I still love you"  
[X Link](https://x.com/CrossGardens/status/1970640639663452565)  2025-09-24T00:05Z [---] followers, [----] engagements


"That Hulu green showing up on $FUBO website. NewCo. Green"  
[X Link](https://x.com/CrossGardens/status/1971531017770217531)  2025-09-26T11:03Z [---] followers, [----] engagements


"Rate cut. โœ… Shareholders approval. โœ… DOJ approval. $FUBO it's coming"  
[X Link](https://x.com/anyuser/status/1973028761999446347)  2025-09-30T14:14Z [---] followers, [----] engagements


"How holy is your guacamole $FUBO"  
[X Link](https://x.com/CrossGardens/status/1973345471960928545)  2025-10-01T11:13Z [---] followers, [----] engagements


"I'm thinking it would be nice to get DOJ approval prior to Q3 call so the $FUBO team can openly discuss the future. โœ๐Ÿ˜€"  
[X Link](https://x.com/CrossGardens/status/1973347806833418547)  2025-10-01T11:22Z [---] followers, [----] engagements


"I remember $FUBO at $4.70 Feels like so long ago though. ๐Ÿ˜ƒ"  
[X Link](https://x.com/CrossGardens/status/1973468857915605069)  2025-10-01T19:23Z [---] followers, [----] engagements


"Climbing to altitude. Seat belts buckled. Won't be oxygen where we are going. $FUBO"  
[X Link](https://x.com/anyuser/status/1974078659913994383)  2025-10-03T11:46Z [---] followers, [----] engagements


"DOJ announcement on Oct. [--] or [--] $FUBO"  
[X Link](https://x.com/anyuser/status/1974621879328784686)  2025-10-04T23:45Z [---] followers, [----] engagements


"I still think $FUBO is undervalued. Note there's zero dissection of Hulu's surprise on-demand shutdown (Oct [--] 2025)framed as "end of an era" but quietly funneling 4M on-demand-only users toward Live TV bundles pre-merger. Little details like that keep $FUBO off the radar IMO ๐Ÿคทโ™‚"  
[X Link](https://x.com/anyuser/status/1974872010988593352)  2025-10-05T16:19Z [---] followers, 30.7K engagements


"At this point of my life alcohol is not a priority. It can be a lot of fun but it requires setbacks and healing that I don't have time for. I'm 100% focused on achieving goals. Whether it's studying stocks like $FUBO or spending one on one time with my kids I'm prioritizing family finance fitness and fun. โœ…โœ"  
[X Link](https://x.com/anyuser/status/1975523520487514183)  2025-10-07T11:28Z [---] followers, [----] engagements


"The language in this post about $FUBO strongly suggests approval. Further down from the highlight he says ".and now soon." ๐Ÿคทโ™‚ 17% short.Gosh I hope they have to cover shortly"  
[X Link](https://x.com/anyuser/status/1975885983129407979)  2025-10-08T11:28Z [---] followers, [----] engagements


"I think I literally have nothing left to say about $FUBO See you all on the other side of the merger ๐Ÿ˜ƒโœŒ"  
[X Link](https://x.com/anyuser/status/1976417740031398207)  2025-10-09T22:41Z [---] followers, [----] engagements


"$FUBO Let's face it. We don't have any vocal whales. I'm the only one making fan videos. Jared Be SRW Sevo are doing a great job showing their support. DG and AH chime in every once in a while. Otherwise we are a quiet crowd of investors. ๐Ÿ˜‘"  
[X Link](https://x.com/anyuser/status/1978959932834599118)  2025-10-16T23:03Z [---] followers, [----] engagements


"I tell everyone I know about FUUUBO And when they see it in the wild they text me. $FUBO"  
[X Link](https://x.com/CrossGardens/status/1979614339356348707)  2025-10-18T18:23Z [---] followers, [----] engagements


"$FUBO discussions revolve around DOJ announcement. To the point that even I am mentally exhausted. I cannot wait to move past this event. [----] the company had to focus on their lawsuit. [----] the company has had to remain silent. [----] they will be allowed to focus 100% on improving the business. And speaking about it"  
[X Link](https://x.com/anyuser/status/1980592989941506081)  2025-10-21T11:12Z [---] followers, [----] engagements


"Hands down. $FUBO is in the best position it has ever been since the company was created"  
[X Link](https://x.com/anyuser/status/1981026248965894598)  2025-10-22T15:53Z [---] followers, [----] engagements


"About to expire. In other words. SOON $FUBO $FUBO PUCK NEWS IS REPORTING THE HSR WAITING PERIOD IS ABOUT TO EXPIRE FOR FUBO/DISNEY link to article: https://t.co/FWPydJvrR8 https://t.co/qruosjIech $FUBO PUCK NEWS IS REPORTING THE HSR WAITING PERIOD IS ABOUT TO EXPIRE FOR FUBO/DISNEY link to article: https://t.co/FWPydJvrR8 https://t.co/qruosjIech"  
[X Link](https://x.com/anyuser/status/1983343633219891697)  2025-10-29T01:22Z [---] followers, [----] engagements


"$FUBO Good luck to all the shorts today. ๐Ÿ’Ž๐Ÿ’Ž๐Ÿ’Ž"  
[X Link](https://x.com/anyuser/status/1983511494965768526)  2025-10-29T12:29Z [---] followers, [----] engagements


"I'm overwhelmed with emotion this morning. $FUBO ๐ŸŒ…"  
[X Link](https://x.com/anyuser/status/1983520115682320568)  2025-10-29T13:03Z [---] followers, [----] engagements


"Man of my word. $FUBO"  
[X Link](https://x.com/anyuser/status/1983548117501833630)  2025-10-29T14:54Z [---] followers, [----] engagements


"This is mother fucking crazy $FUBO P/S ratio of [----] for NewCo. This is NOT typical for streaming stocks. It is extremely low by historical and peer standards even for mature or distressed players. ๐Ÿ‘€"  
[X Link](https://x.com/anyuser/status/1984048478474084674)  2025-10-31T00:03Z [---] followers, [----] engagements


"It's official. The Stock Market has lost it's pricing power. Currently $FUBO [----] P/S. Not typical. Not even close to typical. Is it artificially depressed by the merger structure (30% ownership of a $6B revenue business) The market is pricing Fubo like a liquidation play not a #6 U.S. pay-TV operator with sports dominance. If re-rated to even 0.6x (Fubos pre-merger level) Implied value: $3.68B Stock price: $10.75 (+194%). ๐Ÿคฏ๐Ÿคฏ๐Ÿคฏ"  
[X Link](https://x.com/anyuser/status/1984049831254368656)  2025-10-31T00:08Z [---] followers, [----] engagements


"$DIS has a brand new family member. $FUBO is the exciting new leading edge sports forward streaming app you always wanted. And it's about to get a whole lot better. ๐Ÿง‘๐ŸŽ„๐Ÿ—ฝ๐Ÿง‘๐ŸŽ„"  
[X Link](https://x.com/anyuser/status/1984217081961910399)  2025-10-31T11:13Z [---] followers, [----] engagements


"64812 times $FUBO A deep dive into X's ecosystem over the past [--] hours (October [--] [----] 10:59 AM EDT to November [--] [----] 10:59 AM EDT) reveals the term "$FUBO" (including "Fubo" "FuboTV" "fubotv" and "$FUBO") has been used in [-----] unique posts. This is a 16x SURGE from the prior 48-hour baseline of [----] mentions fueled by the Disney/Hulu merger closure on October [--] and the escalating YouTube TV blackouts starting October 31"  
[X Link](https://x.com/CrossGardens/status/1984637207194275863)  2025-11-01T15:02Z [---] followers, [----] engagements


"Breaking News Update ๐Ÿšจ [-----] mentions of Fubo and it's variants in the last two days. Holy Mother of G-D Guacamole ๐Ÿฅ‘ Will this go to 100k $FUBO may need to include in their Q4 guidance โœ๐Ÿง‘๐ŸŽ„"  
[X Link](https://x.com/anyuser/status/1984743414521610613)  2025-11-01T22:04Z [---] followers, [----] engagements


"Check the data from Sensor Tower. $FUBO #2 in Entertainment 500k Downloads ๐Ÿ’ชโœŒ๐Ÿ—ฝ"  
[X Link](https://x.com/CrossGardens/status/1984951954359955740)  2025-11-02T11:53Z [---] followers, [----] engagements


"The Disney merger catapults Fubo into moat territory blending scale content lock-in and cash flow for sustainable growth. It's a "game-changer" $FUBO"  
[X Link](https://x.com/anyuser/status/1985110435629031829)  2025-11-02T22:23Z [---] followers, [----] engagements


"@PeteBlackburn Fuck it. I'm getting Fubo Pete. This shit has hit the fan. ๐Ÿฅณ"  
[X Link](https://x.com/CrossGardens/status/1985503585275084904)  2025-11-04T00:25Z [---] followers, 25.6K engagements


"Warren Buffett doesn't invest. He buys businesses. I like that. And I like $FUBO"  
[X Link](https://x.com/anyuser/status/1985514088558923847)  2025-11-04T01:07Z [---] followers, [----] engagements


"It's really frustrating that shorts never lose on $FUBO Just once can we wake up to a logarithmic face ripping rally and send these jerks to bankruptcy court Where the HELL are the whales"  
[X Link](https://x.com/anyuser/status/1985528796833817002)  2025-11-04T02:05Z [---] followers, [----] engagements


"I need to rest my X crackhead brain. Starting today I am going to try to not use X for a week. For my $FUBO friends I'm going to miss you. Almost [----] posts 97% about Fubo. I need a mental touch grass read a book hang with the family week off. Stay well friends โœŒ๐Ÿง‘๐ŸŽ„๐Ÿ—ฝ"  
[X Link](https://x.com/anyuser/status/1985673614012657981)  2025-11-04T11:40Z [---] followers, [----] engagements


"The $DIS - YouTube TV disagreement may be connecting thousands of new people with $FUBO So much so that [----] annual revenue may come in at over $2 billion dollars. This reasonable forecast with a premium forward guidance lands the stock at $6.90 If you want to get even more optimistic the price could trade around $8.36 by the end of 2026"  
[X Link](https://x.com/anyuser/status/1988012394367312248)  2025-11-10T22:34Z [---] followers, [----] engagements


"She likes $FUBO She doesn't like YouTube TV"  
[X Link](https://x.com/CrossGardens/status/1988437699485696064)  2025-11-12T02:44Z [---] followers, [----] engagements


"$FUBO I told my wife. Give me [--] years and I will retire you. That was [--] years ago. Needless to say she is still working"  
[X Link](https://x.com/anyuser/status/1989746186069447071)  2025-11-15T17:23Z [---] followers, [----] engagements


"$FUBO Overwhelmingly bullish signal. ๐Ÿ’ช"  
[X Link](https://x.com/anyuser/status/1990849482804634017)  2025-11-18T18:27Z [---] followers, [----] engagements


"How I Think About Markets Im a retail investor. I dont have a mandate clients or inside access. What I do have is a process. I focus on: Structure over stories Incentives over narratives States over predictions Long-duration outcomes over quarterly noise Most market debates ask: Is this bullish or bearish Im usually asking: What does this look like in steady state once distortions clear That means: Separating base cases from optionality Respecting ceilings as much as upside Treating transition periods as accounting problems not truth Valuing businesses for what they can sustainably earn not"  
[X Link](https://x.com/anyuser/status/2012512766733467764)  2026-01-17T13:10Z [---] followers, [---] engagements


"Steven Madden plans to raise prices selectively starting in the fall of [----] to offset the higher costs imposed by tariffs"  
[X Link](https://x.com/CrossGardens/status/1898010767611314557)  2025-03-07T14:00Z [---] followers, [--] engagements


"My first paper hands trade was a stock called Universal Display. It now trades under $OLED. I was buying it at $7. Sold it at $17. Lessons learned. $FUBO"  
[X Link](https://x.com/CrossGardens/status/1970297812769284504)  2025-09-23T01:22Z [---] followers, [---] engagements


"To: Robert Greenblatt Chairman NBCUniversal Brian Roberts CEO Comcast Corporation Mark Lazarus Incoming CEO Versant Media Group The Federal Communications Commission (FCC) On November [--] [----] NBCUniversal suddenly removed every single one of its channels from $Fubo including local NBC stations USA Network MSNBC CNBC Golf Channel E Syfy and Sunday Night Football with zero advance notice to customers. This blackout is happening for one reason only: money and leverage. NBCUniversal is demanding dramatically higher fees and forcing Fubo to carry low-value channels most customers never watch. They"  
[X Link](https://x.com/CrossGardens/status/1993480902706393176)  2025-11-26T00:44Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@CrossGardens Avatar @CrossGardens Aberdeen Opinions

Aberdeen Opinions posts on X about $fubo, business, cash flow, flow the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [------] +20%
  • [--] Month [------] +73%
  • [--] Months [-------] +21%
  • [--] Year [-------] +1,209%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] -35%
  • [--] Month [--] -13%
  • [--] Months [---] +19%
  • [--] Year [-----] +867%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +2.10%
  • [--] Month [---] +13%
  • [--] Months [---] +67%
  • [--] Year [---] +2,661%

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CreatorRank Line Chart

Social Influence

Social category influence stocks 91.6% finance 32.77% technology brands 5.04% social networks 3.36% cryptocurrencies 0.84% exchanges 0.84% countries 0.84%

Social topic influence $fubo #8, business 5.88%, cash flow 5.88%, flow 5.88%, in the 5.88%, doj 5.88%, accounting 5.04%, forma 4.2%, $dis 4.2%, fubotv inc #8

Top accounts mentioned or mentioned by @chartlearning @funhumbleguy @derminvests @tdot198 @amazonwoman22 @fubotvs @stockresearchwk @youtube @ericjackson @peteblackburn @brendancarrfcc @fubotv @nbcuniversal @comcast @snfonnbc @golfchannel @versantmedia @cordcuttersnews @xguo7013 @andreafaver

Top assets mentioned fuboTV Inc. (FUBO) DisChain (DIS) Expensify, Inc. (EXFY) Opendoor Technologies Inc Common Stock (OPEN) Alphabet Inc Class A (GOOGL) RAI Finance (SOFI) SPX6900 (SPX) Peloton Interactive, Inc. Class A Common Stock (PTON) Bitcoin (BTC) ODDITY Tech Ltd (ODD) The Honest Company, Inc. (HNST) The Walt Disney Company (DIS) Netflix Inc (NFLX)

Top Social Posts

Top posts by engagements in the last [--] hours

"CEO of $EXFY This profile image doesn't convince he is passionate about transforming Expensify"
X Link 2025-08-21T00:00Z [---] followers, [---] engagements

"Imagine if $FUBO DG had a profile picture like this CEO of $EXFY Or even $SOFI Anthony Noto Would you invest or be worried he looked far too comfortable"
X Link 2025-08-21T00:06Z [---] followers, [---] engagements

"Fubotv Inc. ( $FUBO ) (Underlying equity + options) Material update acknowledged: Disney / Hulu Live TV transaction + 8-K/A with audited pro forma financials Profitability: Near-term losses persist but unit economics improved Balance Sheet: Meaningfully stronger than pre-transaction Stability: Higher due to Disney alignment Verdict: SPECULATIVE STRATEGIC CANDIDATE This is no longer a broken company case; it is a restructuring / integration case. Bottom line: [----] Unbound Energy incoming. https://twitter.com/i/web/status/2004576067265147332 https://twitter.com/i/web/status/2004576067265147332"
X Link 2025-12-26T15:32Z [---] followers, [----] engagements

"Weekend PM Notes NewCo. Product Silence Check Verified facts (as of now): There have been no announced major consumer product launches no materially new subscription offerings and no disclosed strategic partnerships from fuboTV Inc NewCo or Hulu + Live TV that clearly change unit economics or market positioning. Public updates have largely been incremental or structural rather than headline product expansion. Inference: This pattern suggests the businesses are prioritizing economic normalization bundle architecture and governance integration over visible innovation. In this phase adding"
X Link 2026-01-24T12:15Z [---] followers, [---] engagements

"$FUBO vs $SPX 5Y context. FUBO: -94% S&P 500: +88% For retail investors this has been framed as volatility sentiment or patience being tested. In reality this is a prolonged period of unresolved structural risk: dilution overhangs capital structure opacity and unclear NewCo economics. Retail has been asked to wait repeatedly without verification. Thats why Q1 earnings on 2/3 are not just another call. They represent a credibility deadline. Management is now fully to task: explicit dilution mechanics balance-sheet trajectory and a concrete explanation of how NewCo creates durable equity value."
X Link 2026-01-28T15:17Z [---] followers, [----] engagements

"Clarifying the $FUBO setup because this gets mixed up: The stock is not cheap because of fear. Its cheap because the business is not modelable. Post DisneyFuboTV Inc. deal investors still dont have: Combined Hulu + Live + Fubo run-rates Steady-state subs / churn Programming cost structure under Newco Ad revenue splits Forward EBITDA No model no multiple. Thats the primary issue. So where does the antitrust case fit The remaining case Unger v. The Walt Disney Company isnt driving downside. Its an invisible ceiling. Not because its likely to break the deal. But because it removes urgency to"
X Link 2026-01-29T15:16Z [---] followers, [----] engagements

"Follow-up on $FUBO the Unger case specifically: The only unresolved antitrust case tied to Fubo is Unger v. The Walt Disney Company (the fuboTV subscriber class). This case is different because it: Targets the DisneyFuboTV Inc. transaction itself Seeks injunctive relief not just damages Explicitly mentions possible segregation or divestiture of Fubo / Hulu + Live TV assets Important context: Other vMVPD subscriber cases are already settled Unger did not settle No ruling no injunction no timetable Disney says potential loss is not material So why it matters Not because its likely to break the"
X Link 2026-01-29T15:29Z [---] followers, [---] engagements

"Why $FUBO still has optionality and $PTON mostly doesnt: PTONs problem is that its best demand was pulled forward. The TAM peaked the narrative is settled and the equity is structurally impaired. Stabilization re-rating. $FUBO is different. Its business structure is still unresolved not finished. Guidance is opaque ownership is in flux and outcomes are path-dependent not pre-decided. Markets re-rate uncertainty when clarity arrives. They dont re-rate businesses whose growth already happened. Thats the difference between a value trap and optionality. $FUBO $PTON #investing #equities"
X Link 2026-01-29T22:45Z [---] followers, [----] engagements

"One thing that keeps getting missed in the $FUBO / NewCo debate: Fubo doesnt need most of NewCo to re-rate. It needs very little. Even a modest share of NewCo economics think tens of millions not hundreds is enough to change how the equity trades from here. At $23 the stock is priced as if almost nothing accrues. The bar for re-rating isnt domination its just proof of participation. A small durable slice of cash flow: reduces dilution risk makes operating leverage real forces the market to re-model the equity The distance from nothing to something is much shorter than people think and that"
X Link 2026-01-30T14:43Z [---] followers, [---] engagements

"50 reasons $FUBO management is likely to succeed with NewCo (no hype): Management equity only pays off if NewCo works Survival without a re-rate is a career failure NewCo is the only credible path to equity value Dilution already accepted upside must justify it Incentives align toward cash flow not optics JV economics are visible internally They wouldnt sign a deal that permanently traps value Reputation risk is existential if this fails Compensation horizons align with multi-year outcomes Scenario A forever benefits no one inside NewCo fixes a scale problem not demand Sports aggregation"
X Link 2026-01-31T00:26Z [---] followers, [---] engagements

"All estimates and conclusions are based on NewCo operating economics with legacy $Fubo common stock analyzed as a 30% minority equity interest subject to control dilution and timing constraints. Likely Q1 EPS (Guestimate) EPS (basic & diluted): $0.12 to $0.20 Revenue $1.52B $1.58B Subscription Revenue $1.10B $1.18B Advertising Revenue $105M $120M Total Subscribers 5.85M 6.05M Programming / Content Costs $1.30B $1.38B Gross Profit $150M $210M Gross Margin 9.5% 12.5% Sales & Marketing Expense $105M $135M G&A Expense $80M $100M EBITDA ($35M) ($60M) Operating Loss ($55M) ($80M) Net Loss ($45M)"
X Link 2026-02-01T14:02Z [---] followers, [----] engagements

"Reverse splits are contextual. In failing businesses they coincide with deterioration. In stabilizing businesses like $Fubo theyre a mechanical compliance tool. The signal that matters isnt the split IMO its whether cash burn margins and disclosure improve after. Thats still an open question here not a settled negative. There is a lot of expected noise today. https://twitter.com/i/web/status/2018705952459915691 https://twitter.com/i/web/status/2018705952459915691"
X Link 2026-02-03T15:19Z [---] followers, [---] engagements

"@ChartLearning I mean this will all due respect but today's filing was not a 10-k. I believe $fubo must file a 10-k by 3/2/2026"
X Link 2026-02-03T16:16Z [---] followers, [---] engagements

"Todays reaction in $FUBO says more about confusion than fundamentals. An 8-K earnings wrapper (not a 10-K) Pro forma numbers layered over carve-out accounting A reverse split announcement bundled into the same news cycle A call focused on structure not guidance Thats a lot for shareholders to process at once. When disclosures mix accounting mechanics structural changes and real operating progress in one event price discovery gets messy. Clarity comes from normalized reporting. Thats still ahead. $FUBO #investing #earnings #marketstructure #equities #financialreporting"
X Link 2026-02-03T16:21Z [---] followers, [---] engagements

"One reason $FUBO isnt giving formal guidance yet is incentives. Post-combination the business is still operating under carve-out accounting pro forma adjustments and integration assumptions that arent fully normalized. Issuing guidance now would mean underwriting numbers they dont yet control cleanly and missing early guidance destroys credibility far more than delaying it. From managements perspective: Delay guidance = preserve flexibility Early guidance + miss = permanent trust damage That doesnt make the stock easier to own today. But it explains why clarity is being paced not rushed."
X Link 2026-02-03T16:45Z [---] followers, [----] engagements

"I think a lot of the confusion around $FUBO revenue comes from the comparison itself. Intuitively this year should look way bigger than last year because the business is bigger post-combination. On an as-reported basis revenue did jump (+40% YoY). But the market is focused on pro forma YoY which asks a different question: How fast is the already-combined business growing That strips out the acquisition pop and leaves mid-single-digit growth which feels disappointing if youre expecting a deal bump. Nothing vanished. The comparison just changed. Add to that the Reverse Split noise and it's"
X Link 2026-02-03T19:57Z [---] followers, [---] engagements

"First off it's an emotional day for $FUBO shareholders. You will see articles like the one quoted below. The author calls out the optics. reverse splits stalled subs and pulled guidance always pressure sentiment. But to be fair its early to call the merger a failure when this is the first quarter of combined reporting under reverse-acquisition accounting. Scale EBITDA improvement and reduced net losses did materialize. what didnt is growth acceleration. That shifts the story from growth to stabilization + integration which the market dislikes but isnt the same as terminal decline. Also worth"
X Link 2026-02-03T21:11Z [---] followers, [----] engagements

"It is interesting. The leverage point isnt NBC punishing Fubo its how linear economics are resetting. Sports do anchor linear but distribution power now sits with the rights holder + balance sheet. DIS owning ESPN cuts both ways: it strengthens ESPNs hand with MVPDs and makes Fubo more strategically relevant not less. When Xfinity/ESPN renewals come up the question wont be who wins itll be how margin is shared across fewer scaled distributors. $FUBO isnt dead. Its just no longer playing the old game. #FUBO #Media #Streaming #MarketStructure #SportsRights"
X Link 2026-02-04T01:26Z [---] followers, [--] engagements

"One thing getting missed in the noise: yesterdays $FUBO meeting wasnt discretionary. It was forced and regulatory. Post-merger disclosures structural items (incl. split authorization) and timing constraints force communication before the business is fully normalized. That doesnt make the stock easier to own. But it may explain why the update looked messy instead of polished. Structure signal. $FUBO #earnings #marketstructure #financialreporting https://twitter.com/i/web/status/2019026535492030747 https://twitter.com/i/web/status/2019026535492030747"
X Link 2026-02-04T12:33Z [---] followers, [---] engagements

"A realistic timeline for $FUBO from here.not predictions just structure: Next [--] weeks Forced selling finishes Volume compresses Stock bases not rallies Market waits for clarity not stories Next [--] months 10-K filed accounting + risk visibility improves Reverse split mechanics finalized Institutional constraints begin to lift Price re-anchors to process not panic Spring / Early Summer Focus shifts to execution: churn ads integration Distribution narrative replaces legacy streamer framing Stock trades on durability not shock value This is a reset phase not a verdict. Direction comes after"
X Link 2026-02-04T18:07Z [---] followers, [----] engagements

"Worth setting expectations on the upcoming $FUBO 10-K: Unlikely to contain a big numeric surprise. Most headline economics were already disclosed in the 8-K. Since Hulu+Live is treated as the acquirer it may look unusual to the Fubo shareholder. What may surprise people is composition: cost structure detail cash flow vs EBITDA optics risk language (scarier on paper than in practice) legacy Fubo disappearing due to reverse-acquisition accounting This normalization matters because NewCo changes the shareholder cohort: fewer momentum holders more process-driven owners longer time horizons The"
X Link 2026-02-05T12:57Z [---] followers, [---] engagements

"Bitcoin is still scarce on-chain but price is mostly set off-chain now. ETFs futures options and swaps let one real BTC support many paper claims so day-to-day prices are driven by derivatives not physical coins. That makes scarcity dormant not gone. When too many people want real BTC at once paper claims fail and spot supply suddenly matters again.usually violently. https://twitter.com/i/web/status/2019566140096450862 https://twitter.com/i/web/status/2019566140096450862"
X Link 2026-02-06T00:17Z [---] followers, [---] engagements

"This is my real frustration surfaced by this 10-Q with $FUBO MGMT. Shareholders were told the deal was about scale execution and long-term value. What wasnt made explicit pre-vote was that post-deal cash flows would be structured so improvements largely dont accrue to common equity. Thats not about outcomes. Its about disclosure. Voting on a deal requires understanding how value actually flows not just ownership percentages. #FUBO #CorporateGovernance #Disclosure #CapitalStructure #ShareholderRights #Investing https://twitter.com/i/web/status/2019952077154173367"
X Link 2026-02-07T01:51Z [---] followers, [---] engagements

"Hit a new emotional low last night. $FUBO is a painful investment. My only thesis left. If Fubo executes to roughly $300M in Adjusted EBITDA and $150M in free cash flow the RNCI is satisfied and common equity begins to receive residual cash ($4050M per year) Thats the inflection: enterprise risk declines cash flow becomes predictable institutions can underwrite the equity That kind of business doesnt re-rate overnight. But it can re-rate. Stability residual cash multiple expansion. $FUBO #investing #marketstructure #equities #streaming https://twitter.com/i/web/status/2020116309233520840"
X Link 2026-02-07T12:43Z [---] followers, [----] engagements

"Not initially no. Under the RNCI / NewCo structure free cash flow is waterfalled first.Hulu gets its contractual share before common equity sees anything. Thats the whole point of the threshold. Until RNCI is satisfied buybacks are effectively off the table and capital allocation is constrained to operating needs + reinvestment. This is why a reverse split not buybacks is their approach. Once the RNCI hurdle is cleared then the board has real discretion: reinvest de-lever or return capital. But that only matters after stability and residual cash exist. My calcs: At current run-rates the"
X Link 2026-02-07T14:06Z [---] followers, [---] engagements

"Another way to see why a reverse split instead of a buyback. Because they solve different problems. A buyback says: we have surplus capital and confidence in long-term equity economics. A reverse split says: we need to maintain listing compliance and institutional access without spending cash. In FUBOs current structure cash is runway not excess. Buying back shares wouldnt change the 70/30 economics wouldnt reduce RNCI and would weaken liquidity. The reverse split fixes optics with zero cash and zero promises. Thats why I think this path was chosen. They need the $458.6m cash to prevent"
X Link 2026-02-07T14:35Z [---] followers, [--] engagements

"After more work Id refine this: RNCI doesnt kill upside but it caps speed and changes who gets paid. Execution still matters just not in the way I was formerly expecting it. $FUBO After working through the last two filings Ive changed my view on $FUBO. Its not undervalued." Its structurally inert. Execution no longer re-rates the equity retained cash for common barely grows and upside depends entirely on Disney choosing to act. The proof is right After working through the last two filings Ive changed my view on $FUBO. Its not undervalued." Its structurally inert. Execution no longer re-rates"
X Link 2026-02-07T15:29Z [---] followers, [---] engagements

"The size of the RNCI is the real wall for $Fubo equity. Not revenue. Not P/S. Not the reverse split. RNCI sits ahead of common equity and absorbs cash before shareholders see anything. As long as RNCI is large relative to free cash flow equity economics are effectively zero regardless of how cheap the stock looks. The confusion for many comes from the 70/30 economics split. On paper it sounds like equity should get 30%. In reality that split only applies after RNCI is fully satisfied for the period. Until then the 30% is theoretical.the cash never reaches equity in the first place. Thats why"
X Link 2026-02-08T23:22Z [---] followers, [---] engagements

"At this point the concerns around $FUBO are no longer about vision or strategy. theyre governance and structure issues: No quantified path for equity-level free cash flow No disclosure of when upstream claims are fully satisfied Capital allocation asymmetry dilution optionality without guardrails Reverse split rationale that doesnt align with ownership data No stated limits on future equity issuance once milestones are met Opaque duration and impact of Disneys economic priority Actions signal caution messaging signals confidence.that mismatch erodes trust. These arent emotional complaints."
X Link 2026-02-09T02:05Z [---] followers, [---] engagements

"A lot of confusion around $FUBO comes from this: Fubo equity does not get 30% of NewCo profits. It gets 30% of the residual after RNCI. Simple example: If NewCo makes $100 and RNCIs entitlement is $100+ ๐Ÿ‘‰ Fubo equity gets $0. If RNCI takes $80 only $20 is left. Fubo owns 30% of that residual: ๐Ÿ‘‰ 30% $20 = $6 to Fubo equity. Again equity gets 30% of the residual.not 30% of the topline. This cash-flow waterfall was not emphasized clearly ahead of the shareholder vote. Or was it And to be fair RNCI priority economics are not intuitive for retail investors. But they matter because ownership %"
X Link 2026-02-09T20:16Z [---] followers, [---] engagements

"$FUBO I'm still holding. Will be for at least five or six quarters to see if I am completely wrong in my research. Living in a world with no guidance isn't easy. The accounting and structure is complex to me"
X Link 2026-02-09T22:47Z [---] followers, [----] engagements

"Everyones focused on $FUBOs reverse split. Thats not where the electricity comes from. Electricity comes from: A must-show sports feature (best-in-class multiview) Distribution that feels inevitable Owning [--] tentpole sports moments per year Publishing clean operating scorecards Proving churn ARPU cash burn Price mechanics dont build brands. But.product moments do. If Fubo wants momentum it needs something fans can show not something lawyers can file. And yes. if Disney is involved the bar is higher. Disney doesnt need another passive asset. It needs a sports platform with momentum. And"
X Link 2026-02-13T23:58Z [---] followers, [---] engagements

"$ODD is a good example of a stock that is working not activated. Profitable by design. Asset-light with real operating leverage. A data advantage that improves economics over time. No mechanical suppression. No speculative excess. Price is responding to fundamentals. not flows not narrative. This isnt a setup that demands action. This is a system that compounds if execution stays intact. Patience is the position. #stocks #investing #fundamentals #quality #longterm #systems https://twitter.com/i/web/status/2015534630959501803 https://twitter.com/i/web/status/2015534630959501803"
X Link 2026-01-25T21:17Z [---] followers, [---] engagements

"$HNST is not a bad company. But thats unfortunately why it traps capital. Operational improvement activation. Balance sheet survival repricing. The hard truth is this: No margin regime shift. No sponsorship. No catalyst forcing a state change. This is idle equity not compressed optionality. Owning it early doesnt increase upside. I would argue it only increases time cost. My system doesnt avoid risk. It avoids non-events like this. I wait for activation. Or dont touch it. #PMThinking #SystemBased #ActivationFirst #CapitalEfficiency #StateNotStory"
X Link 2026-01-26T13:24Z [---] followers, [---] engagements

"After working through the last two filings Ive changed my view on $FUBO. Its not undervalued." Its structurally inert. Execution no longer re-rates the equity retained cash for common barely grows and upside depends entirely on Disney choosing to act. The proof is right on the balance sheet: Redeemable non-controlling interest ($2.4B) sitting ahead of common equity. That line item shows where incremental value actually accrues and it isnt to Class A shareholders. Thats unfortunate for long-time loyal shareholders who supported the company through its hardest years expecting execution to"
X Link 2026-02-07T02:27Z [---] followers, [----] engagements

"The $FUBO / Hulu "NewCo" merger is an accounting masterclass in how to legally "rob" retail shareholders and the worst part Shareholders voted for it. ๐Ÿšจ If youre wondering why the stock is drilling despite "beating" earnings you need to understand the RNCI (Redeemable Non-controlling Interest) poison pill you approved. ๐Ÿงต๐Ÿ‘‡ 1/ The "Scale" Distraction: Leading up to the Sept [----] vote Fubo MGMT banged the drum on one thing: SCALE. They promised 6M+ subscribers and a "transformative" future. What they conveniently skipped in the headlines The $2.38B RNCI liability that eats 70% of the value."
X Link 2026-02-09T12:36Z [---] followers, [----] engagements

"$FUBO Up again. 45.73%"
X Link 2025-05-29T16:21Z [---] followers, [----] engagements

"My $FUBO price target is $250 if it gets the News Max treatment. Will take off work that day"
X Link 2025-06-03T21:20Z [---] followers, [----] engagements

"Scrolling LinkedIn looking for needles in a haystack. This may be a tinfoil hat but I don't mind seeing connections between $FUBO and a potential merger partner. Could be nothing. Could be something"
X Link 2025-06-10T12:11Z [---] followers, [----] engagements

"Big Boy Bogle making a new purchase in $FUBO"
X Link 2025-06-30T18:15Z [---] followers, [----] engagements

"Nothing to see here. $FUBO *NFL IS TAKING 10% STAKE IN DISNEY'S ESPN : WSJ *NFL IS TAKING 10% STAKE IN DISNEY'S ESPN : WSJ"
X Link 2025-08-06T00:28Z [---] followers, [----] engagements

""$FUBO and $DIS are also sifting through their distribution agreements with other broadcasters to ensure that nothing prevents the integration of Hulus live TV channels into the Fubo app" After today it wouldn't surprise me if the merger was approved and announced on Monday"
X Link 2025-08-08T22:22Z [---] followers, [----] engagements

"$FUBO Institutional Ownership at 48.56% Increasing at a great clip today. And here's a little buy"
X Link 2025-08-11T18:42Z [---] followers, [----] engagements

"Small time account here. Big dreams for $FUBO. Appreciate all the engagement and the $FUBO community. Looking forward to a great back half of [----]. ๐Ÿ—ฝ๐Ÿš€"
X Link 2025-08-16T19:21Z [---] followers, [---] engagements

"The day the DOJ announces approval of the $FUBO merger in the year [----]. HLOD ๐Ÿ’Ž๐Ÿ˜‚"
X Link 2025-10-08T23:57Z [---] followers, [----] engagements

"$FUBO It's happening"
X Link 2025-10-27T17:26Z [---] followers, [----] engagements

"LINE UP THE RESUMES $FUBO ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ"
X Link 2025-10-27T19:18Z [---] followers, [----] engagements

"$FUBO is structurally positioned at the intersection of live sports targeted advertising and streaming distribution.and live sports is the last scarce asset in media. I'm in Texas this week and can't help but know that the bull will return"
X Link 2026-02-11T05:43Z [---] followers, [----] engagements

"Most people miss this about $FUBO: A viable stock currency isnt about ego. Its about strategy. If Fubos equity is healthy and liquid it becomes a tool: Acquire niche sports rights platforms Roll up tech / ad-tech assets Incentivize talent with equity Negotiate from strength Weak equity = defensive posture. Strong equity = strategic optionality. If Disney structured this to build a scalable sports distribution vehicle then long-term they need: A credible acquisition currency. Not a $1 stub. The market is currently pricing fragility. The real question: Does Fubo earn its way back to being a"
X Link 2026-02-12T21:23Z [---] followers, [---] engagements

"When I'm not debating the cap stack Im watching the Fubo brand. $FUBO is due for a resurgence. If The Walt Disney Company truly believes in the long-term sports streaming ecosystem the path isnt financial engineering. its product energy. FuboTV doesnt need hype. It needs: Net subscriber acceleration ARPU expansion without churn spikes Visible product differentiation in live sports UX If Disney leans in. real integration real funnel synergy real distribution leverage. the brand can re-energize. Not because retail wants it to. Because unit economics start compounding again. Brand revival shows"
X Link 2026-02-13T21:53Z [---] followers, [---] engagements

"Streaming the Heat on the Re-Rate Retreat. $FUBO may have forgotten. Streaming is entertainment. Brands either feel alive. or they dont. If the product gets magnetic again the numbers follow"
X Link 2026-02-13T22:27Z [---] followers, [---] engagements

"Spent a few days in Dallas and something clicked. This is a sports city. Cowboys everywhere. TVs on in every bar. Conversations about games at the airport. Live sports still anchors culture. Streaming isnt a commodity here. its becoming infrastructure. And thats where $FUBO fits. When you step outside the noise of filings reverse splits and cap table debates you remember the core product: โžก Live sports โžก Multi-view โžก Real-time community โžก Cord-cutters who still care deeply about games Dallas reminded me: the demand side isnt fragile. If anything its under-served. Execution matters. Free cash"
X Link 2026-02-14T01:46Z [---] followers, [---] engagements

"We need DOJ approval. $10 is the $FUBO PT I keep seeing. If it reaches $10 expect $15. Reality check.I think $7.50 is a realistic high for [----] with approval. For [----] as subs grow and ad revenue increases expect double digits. ๐Ÿ"
X Link 2025-07-31T01:24Z [---] followers, [----] engagements

"$FUBO max pain shifted up to $4. Haven't seen that in months. ๐Ÿงฒ๐Ÿฅ’"
X Link 2025-07-31T16:31Z [---] followers, [----] engagements

"Institutional ownership increased this week from 45.78% to 46.11% Weeks not over $FUBO"
X Link 2025-07-31T18:50Z [---] followers, [----] engagements

"Banking on the future $FUBO"
X Link 2025-08-05T16:37Z [---] followers, [----] engagements

"$FUBO less than 3% away from 50% institutional ownership. New buys happening today:"
X Link 2025-08-06T17:16Z [---] followers, [----] engagements

"$FUBO SAY GOODBYE TO CABLE TV"
X Link 2025-08-07T23:19Z [---] followers, [----] engagements

"$FUBO Now over 50% owned by institutionals"
X Link 2025-08-12T19:16Z [---] followers, [----] engagements

"$FUBO Today's Ligue [--] deal could increase Fubos annual revenue by approximately 2-5% in 2025/2026 translating to $40-80 million in additional revenue with a midpoint estimate of $60 million. ๐Ÿคทโ™‚"
X Link 2025-08-18T18:18Z [---] followers, [----] engagements

"$OPEN your mind to winning $FUBO $DIS HULU Live is joining the party. TURN UP YOUR SPEAKERS AND HIT THIS ๐Ÿ‘‡"
X Link 2025-08-24T23:05Z [---] followers, [----] engagements

"David's alive. Grandma is free. Skinny bundles are coming to market. $FUBO ๐Ÿš€ Back to our roots: more sports lower price ๐Ÿ’ช Introducing @fubotvs new sports skinny service built for fans who just want the game. ๐Ÿˆโšฝ๐Ÿ€โšพ #SportsFirst $fubo https://t.co/tLD6HaZiyC Back to our roots: more sports lower price ๐Ÿ’ช Introducing @fubotvs new sports skinny service built for fans who just want the game. ๐Ÿˆโšฝ๐Ÿ€โšพ #SportsFirst $fubo https://t.co/tLD6HaZiyC"
X Link 2025-08-28T20:59Z [---] followers, [----] engagements

"The streaming wars are here. $DIS is competing against $GOOGl and $NFLX $FUBO TV + HULU TV = NewCo. TV NewCo. TV is Disney's streaming force in this building battle for streaming dominance. I am revising my conservative price target from $5.50 to $18.00 ๐Ÿ—ฝ"
X Link 2025-09-03T09:27Z [---] followers, [----] engagements

"I appreciate the likes $FUBO ๐Ÿค"
X Link 2025-09-04T19:19Z [---] followers, [----] engagements

"Lucky to have you @StockResearchWk generating quality analysis. ๐Ÿ‘Š $FUBO Analyst of the Year. $Fubo Stock: Price Target Based On Skinny Bundles In this video we look at price projections based upon management pro forma #s and how skinny bundles may affect it https://t.co/rQSXvrvMgw via @YouTube $Fubo Stock: Price Target Based On Skinny Bundles In this video we look at price projections based upon management pro forma #s and how skinny bundles may affect it https://t.co/rQSXvrvMgw via @YouTube"
X Link 2025-09-06T12:48Z [---] followers, [----] engagements

"$FUBO This is for the underdogs who don't give up. VOLUME UP. โœŒ"
X Link 2025-09-06T23:04Z [---] followers, [----] engagements

"IM SICK OF $OPEN I'M SICK OF SEEING THIS IN MY FEED. I'M SICK OF THIS IDEA THAT RENOVATING HOUSES CAN BE PROFITABLE. IT'S A MONEY SINK. ALL THE GROWN UPS KNOW THIS. @ericjackson IS LOSING HIS FUCKING MIND"
X Link 2025-09-08T00:31Z [---] followers, 18.9K engagements

"$FUBO [---] Vs. $GOOGL TV THE FIGHT HAS JUST REACHED A NEW LEVEL"
X Link 2025-09-13T02:38Z [---] followers, [----] engagements

"After 100's of hours focused on $FUBO . And nine months of studying the brand DNA. It's time to give birth to this reborn brand. This is the story of a stock left for dead on the New York Stock Exchange floor. This is the story of unrecognized quarter by quarter growth and quiet institutional accumulation. This is the story of a fighter an underdog a consistent challenger. A company that persisted through pain and long term shareholders championing it through relentless negative market sentiment. FUBO is the fighters app. FUBO is the comeback turnaround smash you in the gut and remind you the"
X Link 2025-09-14T18:42Z [---] followers, [----] engagements

"Rate cut. Proxy vote. DOJ approval. Ignition sequence. $FUBO"
X Link 2025-09-16T23:37Z [---] followers, [----] engagements

"Fubo+Hulu Live = Fubo [---] This adds scale to $FUBO Scale creates negotiating power. Negotiating power begets favorable carriage agreements. Favorable carriage agreements make way for profitable quarters. Profitable quarters inspire positive sentiment. And positive sentiment generates upward valuation"
X Link 2025-09-17T09:51Z [---] followers, [----] engagements

"$FUBO It's coming. I can hear the footsteps in the hall. I can hear the crowd outside the tunnel. And I'm fully locked in for the big show"
X Link 2025-09-17T23:07Z [---] followers, [----] engagements

"Still accumulating $FUBO"
X Link 2025-09-19T19:40Z [---] followers, [----] engagements

"$FUBO This detail from a new job opening description has me thinking we may not be bullish enough. ๐Ÿ—ฝ"
X Link 2025-09-20T09:12Z [---] followers, [----] engagements

"$ADUR Founder addresses dilution "We don't like it. Shareholders don't like it. We have 40% insider ownership." When he speaks he has the the excited quick energy that communicates his belief that he is sitting on a diamond mine. He clearly knows they have uncovered a valuable solution to waste plastic and he doesn't need to over sell it"
X Link 2025-09-20T11:32Z [---] followers, [----] engagements

"$FUBO will trade at $8 $18. And with a Newsmax move it will trade to $268"
X Link 2025-09-22T01:37Z [---] followers, [----] engagements

"8 days until the $FUBO special proxy meeting. [--] crazy days"
X Link 2025-09-22T09:47Z [---] followers, [----] engagements

"GROK says chances of $FUBO not getting enough votes is 5-10% Institutional votes gone wrong Retail too lazy to hit the like button Seven days until we know"
X Link 2025-09-23T09:41Z [---] followers, [----] engagements

"I asked one of my daughters what price should $FUBO trade at. She said $6.70 #shesjustababy I told her you're not bullish enough but I still love you"
X Link 2025-09-24T00:05Z [---] followers, [----] engagements

"That Hulu green showing up on $FUBO website. NewCo. Green"
X Link 2025-09-26T11:03Z [---] followers, [----] engagements

"Rate cut. โœ… Shareholders approval. โœ… DOJ approval. $FUBO it's coming"
X Link 2025-09-30T14:14Z [---] followers, [----] engagements

"How holy is your guacamole $FUBO"
X Link 2025-10-01T11:13Z [---] followers, [----] engagements

"I'm thinking it would be nice to get DOJ approval prior to Q3 call so the $FUBO team can openly discuss the future. โœ๐Ÿ˜€"
X Link 2025-10-01T11:22Z [---] followers, [----] engagements

"I remember $FUBO at $4.70 Feels like so long ago though. ๐Ÿ˜ƒ"
X Link 2025-10-01T19:23Z [---] followers, [----] engagements

"Climbing to altitude. Seat belts buckled. Won't be oxygen where we are going. $FUBO"
X Link 2025-10-03T11:46Z [---] followers, [----] engagements

"DOJ announcement on Oct. [--] or [--] $FUBO"
X Link 2025-10-04T23:45Z [---] followers, [----] engagements

"I still think $FUBO is undervalued. Note there's zero dissection of Hulu's surprise on-demand shutdown (Oct [--] 2025)framed as "end of an era" but quietly funneling 4M on-demand-only users toward Live TV bundles pre-merger. Little details like that keep $FUBO off the radar IMO ๐Ÿคทโ™‚"
X Link 2025-10-05T16:19Z [---] followers, 30.7K engagements

"At this point of my life alcohol is not a priority. It can be a lot of fun but it requires setbacks and healing that I don't have time for. I'm 100% focused on achieving goals. Whether it's studying stocks like $FUBO or spending one on one time with my kids I'm prioritizing family finance fitness and fun. โœ…โœ"
X Link 2025-10-07T11:28Z [---] followers, [----] engagements

"The language in this post about $FUBO strongly suggests approval. Further down from the highlight he says ".and now soon." ๐Ÿคทโ™‚ 17% short.Gosh I hope they have to cover shortly"
X Link 2025-10-08T11:28Z [---] followers, [----] engagements

"I think I literally have nothing left to say about $FUBO See you all on the other side of the merger ๐Ÿ˜ƒโœŒ"
X Link 2025-10-09T22:41Z [---] followers, [----] engagements

"$FUBO Let's face it. We don't have any vocal whales. I'm the only one making fan videos. Jared Be SRW Sevo are doing a great job showing their support. DG and AH chime in every once in a while. Otherwise we are a quiet crowd of investors. ๐Ÿ˜‘"
X Link 2025-10-16T23:03Z [---] followers, [----] engagements

"I tell everyone I know about FUUUBO And when they see it in the wild they text me. $FUBO"
X Link 2025-10-18T18:23Z [---] followers, [----] engagements

"$FUBO discussions revolve around DOJ announcement. To the point that even I am mentally exhausted. I cannot wait to move past this event. [----] the company had to focus on their lawsuit. [----] the company has had to remain silent. [----] they will be allowed to focus 100% on improving the business. And speaking about it"
X Link 2025-10-21T11:12Z [---] followers, [----] engagements

"Hands down. $FUBO is in the best position it has ever been since the company was created"
X Link 2025-10-22T15:53Z [---] followers, [----] engagements

"About to expire. In other words. SOON $FUBO $FUBO PUCK NEWS IS REPORTING THE HSR WAITING PERIOD IS ABOUT TO EXPIRE FOR FUBO/DISNEY link to article: https://t.co/FWPydJvrR8 https://t.co/qruosjIech $FUBO PUCK NEWS IS REPORTING THE HSR WAITING PERIOD IS ABOUT TO EXPIRE FOR FUBO/DISNEY link to article: https://t.co/FWPydJvrR8 https://t.co/qruosjIech"
X Link 2025-10-29T01:22Z [---] followers, [----] engagements

"$FUBO Good luck to all the shorts today. ๐Ÿ’Ž๐Ÿ’Ž๐Ÿ’Ž"
X Link 2025-10-29T12:29Z [---] followers, [----] engagements

"I'm overwhelmed with emotion this morning. $FUBO ๐ŸŒ…"
X Link 2025-10-29T13:03Z [---] followers, [----] engagements

"Man of my word. $FUBO"
X Link 2025-10-29T14:54Z [---] followers, [----] engagements

"This is mother fucking crazy $FUBO P/S ratio of [----] for NewCo. This is NOT typical for streaming stocks. It is extremely low by historical and peer standards even for mature or distressed players. ๐Ÿ‘€"
X Link 2025-10-31T00:03Z [---] followers, [----] engagements

"It's official. The Stock Market has lost it's pricing power. Currently $FUBO [----] P/S. Not typical. Not even close to typical. Is it artificially depressed by the merger structure (30% ownership of a $6B revenue business) The market is pricing Fubo like a liquidation play not a #6 U.S. pay-TV operator with sports dominance. If re-rated to even 0.6x (Fubos pre-merger level) Implied value: $3.68B Stock price: $10.75 (+194%). ๐Ÿคฏ๐Ÿคฏ๐Ÿคฏ"
X Link 2025-10-31T00:08Z [---] followers, [----] engagements

"$DIS has a brand new family member. $FUBO is the exciting new leading edge sports forward streaming app you always wanted. And it's about to get a whole lot better. ๐Ÿง‘๐ŸŽ„๐Ÿ—ฝ๐Ÿง‘๐ŸŽ„"
X Link 2025-10-31T11:13Z [---] followers, [----] engagements

"64812 times $FUBO A deep dive into X's ecosystem over the past [--] hours (October [--] [----] 10:59 AM EDT to November [--] [----] 10:59 AM EDT) reveals the term "$FUBO" (including "Fubo" "FuboTV" "fubotv" and "$FUBO") has been used in [-----] unique posts. This is a 16x SURGE from the prior 48-hour baseline of [----] mentions fueled by the Disney/Hulu merger closure on October [--] and the escalating YouTube TV blackouts starting October 31"
X Link 2025-11-01T15:02Z [---] followers, [----] engagements

"Breaking News Update ๐Ÿšจ [-----] mentions of Fubo and it's variants in the last two days. Holy Mother of G-D Guacamole ๐Ÿฅ‘ Will this go to 100k $FUBO may need to include in their Q4 guidance โœ๐Ÿง‘๐ŸŽ„"
X Link 2025-11-01T22:04Z [---] followers, [----] engagements

"Check the data from Sensor Tower. $FUBO #2 in Entertainment 500k Downloads ๐Ÿ’ชโœŒ๐Ÿ—ฝ"
X Link 2025-11-02T11:53Z [---] followers, [----] engagements

"The Disney merger catapults Fubo into moat territory blending scale content lock-in and cash flow for sustainable growth. It's a "game-changer" $FUBO"
X Link 2025-11-02T22:23Z [---] followers, [----] engagements

"@PeteBlackburn Fuck it. I'm getting Fubo Pete. This shit has hit the fan. ๐Ÿฅณ"
X Link 2025-11-04T00:25Z [---] followers, 25.6K engagements

"Warren Buffett doesn't invest. He buys businesses. I like that. And I like $FUBO"
X Link 2025-11-04T01:07Z [---] followers, [----] engagements

"It's really frustrating that shorts never lose on $FUBO Just once can we wake up to a logarithmic face ripping rally and send these jerks to bankruptcy court Where the HELL are the whales"
X Link 2025-11-04T02:05Z [---] followers, [----] engagements

"I need to rest my X crackhead brain. Starting today I am going to try to not use X for a week. For my $FUBO friends I'm going to miss you. Almost [----] posts 97% about Fubo. I need a mental touch grass read a book hang with the family week off. Stay well friends โœŒ๐Ÿง‘๐ŸŽ„๐Ÿ—ฝ"
X Link 2025-11-04T11:40Z [---] followers, [----] engagements

"The $DIS - YouTube TV disagreement may be connecting thousands of new people with $FUBO So much so that [----] annual revenue may come in at over $2 billion dollars. This reasonable forecast with a premium forward guidance lands the stock at $6.90 If you want to get even more optimistic the price could trade around $8.36 by the end of 2026"
X Link 2025-11-10T22:34Z [---] followers, [----] engagements

"She likes $FUBO She doesn't like YouTube TV"
X Link 2025-11-12T02:44Z [---] followers, [----] engagements

"$FUBO I told my wife. Give me [--] years and I will retire you. That was [--] years ago. Needless to say she is still working"
X Link 2025-11-15T17:23Z [---] followers, [----] engagements

"$FUBO Overwhelmingly bullish signal. ๐Ÿ’ช"
X Link 2025-11-18T18:27Z [---] followers, [----] engagements

"How I Think About Markets Im a retail investor. I dont have a mandate clients or inside access. What I do have is a process. I focus on: Structure over stories Incentives over narratives States over predictions Long-duration outcomes over quarterly noise Most market debates ask: Is this bullish or bearish Im usually asking: What does this look like in steady state once distortions clear That means: Separating base cases from optionality Respecting ceilings as much as upside Treating transition periods as accounting problems not truth Valuing businesses for what they can sustainably earn not"
X Link 2026-01-17T13:10Z [---] followers, [---] engagements

"Steven Madden plans to raise prices selectively starting in the fall of [----] to offset the higher costs imposed by tariffs"
X Link 2025-03-07T14:00Z [---] followers, [--] engagements

"My first paper hands trade was a stock called Universal Display. It now trades under $OLED. I was buying it at $7. Sold it at $17. Lessons learned. $FUBO"
X Link 2025-09-23T01:22Z [---] followers, [---] engagements

"To: Robert Greenblatt Chairman NBCUniversal Brian Roberts CEO Comcast Corporation Mark Lazarus Incoming CEO Versant Media Group The Federal Communications Commission (FCC) On November [--] [----] NBCUniversal suddenly removed every single one of its channels from $Fubo including local NBC stations USA Network MSNBC CNBC Golf Channel E Syfy and Sunday Night Football with zero advance notice to customers. This blackout is happening for one reason only: money and leverage. NBCUniversal is demanding dramatically higher fees and forcing Fubo to carry low-value channels most customers never watch. They"
X Link 2025-11-26T00:44Z [---] followers, [---] engagements

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@CrossGardens
/creator/twitter::CrossGardens