[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @accrued_int Accrued Interest Accrued Interest posts on X about $nflx, $wbd, $app, applovin the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1858583435377287168/interactions)  - X Week XXXXXX -XXXX% - X Month XXXXXXX +61% - X Months XXXXXXXXX +172% - X Year XXXXXXXXX +7,132% ### Mentions: XX [#](/creator/twitter::1858583435377287168/posts_active)  - X Week XXX -XX% - X Month XXX +59% - X Months XXXXX +112% - X Year XXXXX +2,805% ### Followers: XXXXX [#](/creator/twitter::1858583435377287168/followers)  - X Week XXXXX +1.50% - X Month XXXXX +8.50% - X Months XXXXX +70% - X Year XXXXX +2,902% ### CreatorRank: XXXXXXX [#](/creator/twitter::1858583435377287168/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [social networks](/list/social-networks) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$nflx](/topic/$nflx) #110, [$wbd](/topic/$wbd) #71, [$app](/topic/$app) #24, [applovin](/topic/applovin) #26, [$psky](/topic/$psky) #94, [matter](/topic/matter) 5.66%, [$dis](/topic/$dis) #13, [warner bros](/topic/warner-bros) #885, [business](/topic/business) 3.77%, [wbd](/topic/wbd) XXXX% **Top accounts mentioned or mentioned by** [@accruedint](/creator/undefined) [@axonadsmanager](/creator/undefined) [@peachfinancial](/creator/undefined) [@leevalueroach](/creator/undefined) [@bizbreakdowns](/creator/undefined) [@tarekantaki](/creator/undefined) [@ryanreeves](/creator/undefined) [@firstadopter](/creator/undefined) [@darthhenshaw](/creator/undefined) [@pythiar](/creator/undefined) [@compoundingcap1](/creator/undefined) [@ragingbullcap](/creator/undefined) [@eniac](/creator/undefined) [@riolongacre](/creator/undefined) [@buccocapital](/creator/undefined) [@pie8812](/creator/undefined) [@stockpickerspb](/creator/undefined) [@darklightseeker](/creator/undefined) [@gvdinvestor](/creator/undefined) [@astridwilde1](/creator/undefined) **Top assets mentioned** [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Applovin Corporation (APP)](/topic/$app) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [DisChain (DIS)](/topic/$dis) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Simplify Macro Strategy ETF (FIG)](/topic/$fig) [Adobe, Inc. (ADBE)](/topic/$adbe) [ShapeShift FOX Token (FOX)](/topic/$fox) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Spotify Technology (SPOT)](/topic/$spot) [Warner Music Group, Co. (WMG)](/topic/$wmg) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Cinemark Holdings, Inc. (CNK)](/topic/$cnk) [AGIX (AGX)](/topic/$agx) [501 (23)](/topic/$23) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Uber Technologies, Inc. (UBER)](/topic/$uber) [fuboTV Inc. (FUBO)](/topic/$fubo) [NVIDIA Corp. (NVDA)](/topic/$nvda) ### Top Social Posts Top posts by engagements in the last XX hours "(2/x) AppLovin CEO gave the talk - he reminded investors that there will be revenue growth from future improvements in the @AxonAdsManager model.much of past year spent on building the plumbing 🧑🔧🪠 Want to turn everyone into an "arbitrage marketer". $APP wanted to make sure ROAS and performance could scale before brining on too many new advertisers" [X Link](https://x.com/accrued_int/status/1995961543062855881) 2025-12-02T21:01Z 2864 followers, XXX engagements "(5/x) AppLovin does not want scammers to take advantage by serving ads for fraudulent products now that the @AxonAdsManager platform has opened up. $APP uses AI and automated tools to remove bad actors. (Remember how $META said they est. XX% of revenue came from scam products AppLovin is avoiding this risk) I thought that was worth noting" [X Link](https://x.com/accrued_int/status/1995964078469128565) 2025-12-02T21:11Z 2864 followers, XXX engagements "@Nietschecapital @Nietschecapital 🤑🤑🤑 great catching up with other $APP shareholders online during the holidays" [X Link](https://x.com/accrued_int/status/1996657888681775207) 2025-12-04T19:08Z 2864 followers, XXX engagements "In the past I stayed away from music label stocks $WMG $UMG because the bull case never made sense Audio 🎧 having a higher share % people's media habits but lower share of revenue WILL NOT change. Video always monetizes best📺. Audio and print will be behind. There's no convergence 🤷" [X Link](https://x.com/accrued_int/status/1960012740723876351) 2025-08-25T16:13Z 2863 followers, XXX engagements "Wowwww didn't expect $PZZA to get ghosted like that by $APO 👻. Now I'm starting to think this consumer weakness is a little worse than consensus realizes .😦🍕Pizza is a relatively low cost good - this could be ominous for other categories" [X Link](https://x.com/accrued_int/status/1985783517012259090) 2025-11-04T18:57Z 2863 followers, 3123 engagements "Going to tweet the AppLovin UBS presentation in a few min; give me a follow or bookmark - I'll post highlights live will read the transcript later. $APP is having a good #BFCM will see what the company chooses to say about Q4" [X Link](https://x.com/accrued_int/status/1995912668113236177) 2025-12-02T17:47Z 2863 followers, 1458 engagements "I'm revisiting the $FIG IPO and I stayed away because most IPO's tend to be lower X months out.and this one was no different 😂These are the most common reasons I remind myself before I think "this time is different": 🔴Underpricing & Hype 🔴Lock-Up Expiration (around 90-180 days) 🔴Behavioral Biases: High investor enthusiasm and overvaluation I much prefer $ADBE which I have been talking about more and think will be a great stock for 2026. Besides Figma is not particularly cheap.will revisit" [X Link](https://x.com/accrued_int/status/1990857543048909155) 2025-11-18T19:00Z 2863 followers, 3459 engagements "A thing about $NFLX being free cash flow positive and significantly more so than many of its legacy media competitors $PSKY means they have the financial means to pay a $X billion breakup fee for $WBD and not have to do creative financing to line up the money like Paramount was doing getting investors from all over the globe (allegedly) 🌎" [X Link](https://x.com/accrued_int/status/1996914957284249677) 2025-12-05T12:10Z 2864 followers, 6213 engagements "oh wow I forgot that $CNK was still a publicly traded company.going to refresh my notes on the company later 📽🎥🎬 I know they have a big presence in Latin America I have to remind myself just how many screens they got there 🍿" [X Link](https://x.com/accrued_int/status/1993024795651588386) 2025-11-24T18:31Z 2861 followers, XXX engagements "Whoever wins $WBD is going to come down to a lot of politics and not economics. Let's just wait to see who overpays for this and if it is $PSKY then they will have to deal with legacy media 📺 issues for much much longer. Ask $DIS how it turned out when they purchased $FOX film/tv assets" [X Link](https://x.com/accrued_int/status/1996259383320490056) 2025-12-03T16:45Z 2861 followers, XXX engagements "@PeachFinancial I hear you - but this is theory never works out in practice.How did it turn out when $WBD paired Warner Bros and Discovery content in the same app Did putting all the $FOX film / TV content inside @DisneyPlus make $DIS stock go up If $PSKY wins this becomes $DIS but with no parks to help out" [X Link](https://x.com/accrued_int/status/1996267714793312290) 2025-12-03T17:18Z 2861 followers, XXX engagements "@obsidiancap1 @firstadopter @obsidiancap1 🎯 thanks for this note. This XX% of revenue on GPU compute matches what AppLovin CEO has said in public talks. At UBS this wk they said XX% EBITDA margins with XX% variable cost of compute + XX% engineers and other SG&A. Good data point on $APP" [X Link](https://x.com/accrued_int/status/1996744784409776468) 2025-12-05T00:53Z 2852 followers, XXX engagements "I used to work in television on the corporate finance side. I think $NFLX will have no choice but to honor the terms & conditions of the movies currently under production. If those films had deals that required theatrical distribution then those will continue. But remember consumers are choosing NOT to go to the movies on their own though We can't blame declining movie attendance on the big bad $WBD studios" [X Link](https://x.com/accrued_int/status/1996913050692010280) 2025-12-05T12:02Z 2846 followers, XXX engagements "The more I read about this the cooler I think it would be for $NFLX to win haha. 📽I know Netflix could make the upcoming Harry Potter show a MUCH bigger hit than HBO Max could. 📽They would fold the $WBD streaming service eventually - since I'm sure XX% of the HBO subs already subscribe to Netflix. 📽Would also give $NFLX a lot more TV content at a time when Netflix wants to sell more ads" [X Link](https://x.com/accrued_int/status/1996916707038740828) 2025-12-05T12:16Z 2852 followers, XXX engagements "@DarthHenshaw @Variety @DarthHenshaw on what part was I incorrect Consumers have said repeatedly that current theatrical windows are too long and they want the ability to watch movies sooner in the comfort of their homes. Where is the lie $NFLX $WBD" [X Link](https://x.com/accrued_int/status/1996947623572296009) 2025-12-05T14:19Z 2852 followers, XXX engagements "@ecommerceshares I respectfully disagree this will be a huge win for consumers for the following reasons: 📽1) HBO is a prestige brand with a niche following WAYYY smaller than folks realize (or care to admit). 📽2) HBO Max did not work for streaming because it makes highbrow shows with only 2-3 hits per year (at BEST). Max or HBO name did not matter. Outside the bundle HBO folks don't look like geniuses 📽3) I think regulators should approve the deal. is NOT acquiring the linear channels so no monopoly on TV. There are other movie studios. Netflix is not in movie theaters so no monopoly" [X Link](https://x.com/accrued_int/status/1996997313428914573) 2025-12-05T17:37Z 2846 followers, XXX engagements "Quick thoughts on $NFLX / $WBD (more later). I'm very BULLISH on $NFLX. This will be a huge win for consumers for the following reasons: 📽1) HBO is a prestige brand with a niche following WAYYY smaller than folks realize (or care to admit). 📽2) HBO Max did not work for streaming because it makes highbrow shows with only 2-3 hits per year (at BEST). Max or HBO name did not matter. Outside the bundle HBO folks don't look like geniuses anymore 📽3) Regulators should approve the deal. Netflix is NOT acquiring linear channels - no monopoly on TV. There are other movie studios. Netflix is not in" [X Link](https://x.com/accrued_int/status/1996998610740039859) 2025-12-05T17:42Z 2854 followers, 1675 engagements "@rev_cap - I actually respectfully disagree - the deal makes a ton of sense. This will be a huge win for consumers for the following reasons: 📽1) HBO is a prestige brand with a niche following WAYYY smaller than folks realize (or care to admit). 📽2) HBO Max did not work for streaming because it makes highbrow shows with only 2-3 hits per year (at BEST). Max or HBO name did not matter. Outside the bundle HBO folks don't look like geniuses anymore 📽3) Regulators should approve the deal. Netflix is NOT acquiring linear channels - no monopoly on TV. There are other movie studios. Netflix is" [X Link](https://x.com/accrued_int/status/1996999153960767856) 2025-12-05T17:44Z 2851 followers, XXX engagements "@firstadopter - I respectfully disagree. $NFLX / $WBD will be a huge win for consumers for the following reasons: 📽1) HBO is a prestige brand with a niche following WAYYY smaller than folks realize (or care to admit). 📽2) HBO Max did not work for streaming because it makes highbrow shows with only 2-3 hits per year (at BEST). Max or HBO name did not matter. Outside the bundle HBO folks don't look like geniuses anymore 📽3) Regulators should approve the deal. Netflix is NOT acquiring linear channels - no monopoly on TV. There are other movie studios. Netflix is not in movie theaters - no" [X Link](https://x.com/accrued_int/status/1996999464054051282) 2025-12-05T17:45Z 2846 followers, XXX engagements "@TrungTPhan I respectfully disagree - This will be a huge win for consumers for the following reasons: 📽1) HBO is a prestige brand with a niche following WAYYY smaller than folks realize (or care to admit). 📽2) HBO Max did not work for streaming because it makes highbrow shows with only 2-3 hits per year (at BEST). Max or HBO name did not matter. Outside the bundle HBO folks don't look like geniuses anymore 📽3) Regulators should approve the deal. Netflix is NOT acquiring linear channels - no monopoly on TV. There are other movie studios. Netflix is not in movie theaters - no monopoly" [X Link](https://x.com/accrued_int/status/1996999703938891855) 2025-12-05T17:46Z 2852 followers, XX engagements "@joecarlsonshow 🎯this is precisely the correct take and once everyone calms down they will see this is MASSIVELY bullish for $NFLX. There is low anti-trust risk because no linear channels change hands. HBO Max as a streaming service has TINY viewership. All year on my Substack - each month I update this chart that shows HBO Max and Discovery+ COMBINED only equal XXX% of all U.S. TV viewing. Also - When Harry Potter comes to Netflix it will hit the block like crack in the 80's 🔥🔥🔥🔥 Look forward to your video later @joecarlsonshow" [X Link](https://x.com/accrued_int/status/1997007486792974830) 2025-12-05T18:17Z 2846 followers, 1913 engagements "@Crussian17 I actually respectfully disagree - the deal makes a ton of sense. This will be a huge win for consumers for the following reasons: 📽1) HBO is a prestige brand with a niche following WAYYY smaller than folks realize (or care to admit). 📽2) HBO Max did not work for streaming because it makes highbrow shows with only 2-3 hits per year (at BEST). Max or HBO name did not matter. Outside the bundle HBO folks don't look like geniuses anymore 📽3) Regulators should approve the deal. Netflix is NOT acquiring linear channels - no monopoly on TV. There are other movie studios. Netflix is" [X Link](https://x.com/accrued_int/status/1997023411206607298) 2025-12-05T19:20Z 2851 followers, XXX engagements "Wow - you ever have a stock you looked at and sold a decade ago and you see it +10x and wonder what you missed 😂Did a MBA HW write-up on $AGX Argan back in 2013 - stock at $XX now at $360+ LOL A lot happened I'm sure just funny it blew up big.wow" [X Link](https://x.com/accrued_int/status/1995513967134023914) 2025-12-01T15:22Z 2861 followers, XXX engagements "This $NFLX and $WBD deal is basically an EMERGENCY for the rest of the legacy media players $PSKY $DIS $CMCSA etc. Not saying to short anyone just that $NFLX getting control of Warner Bros. will impact a lot of the internal work-place politics of Hollywood. Make no mistake - this is GOOD for consumers who will get MORE content at a lower price. The Free Market wins" [X Link](https://x.com/accrued_int/status/1997002773276041279) 2025-12-05T17:58Z 2862 followers, XXX engagements "@wallstengine @Polymarket @wallstengine betting that $NFLX / $WBD closed before the end of 2026 was always foolish regardless of what POTUS said because $PSKY and others will try to block it legally or go hostile. The appeals process alone could take this to 2027 at earliest. Still think deal gets done" [X Link](https://x.com/accrued_int/status/1998028394869772416) 2025-12-08T13:54Z 2863 followers, XXX engagements "Fyi - I think the concerns around $TTD are real and valid which is why despite it being "cheap" I've stayed away from discussing on Accrued Interest. $AMZN threat is real and not going away. I don't know what the right buy price is but it's not now. The trade desk multiple is not low enough for the lack of business clarity" [X Link](https://x.com/accrued_int/status/1983216016915407271) 2025-10-28T16:55Z 2863 followers, 11.9K engagements "Check out this detailed breakdown of $FIG change in gross margin kudos @ManuInvests. I'm probably going to keep $ADBE on my 2026 ideas list but getting up to speed on Figma 📑" [X Link](https://x.com/accrued_int/status/1990135525995610188) 2025-11-16T19:10Z 2862 followers, 1428 engagements "This from @Digiday on advertisers pulling back from The Trade Desk and giving business to $AMZN's DSP has some good stats on the magnitude. I have put $TTD stock in the "too hard" pile all year. Despite the pullback and valuation I still can't bring myself to buy it" [X Link](https://x.com/accrued_int/status/1987915162699886940) 2025-11-10T16:08Z 2863 followers, 5143 engagements "Waymos wont replace Uber they will replace $UBER DRIVERS. Understanding that distinction will determine how you handicap the stock. I'm still bullish on $UBER - too many people misunderstand how autonomous vehicles will help them 🚖🚕 #Waymo Still love $GOOGL $GOOG too" [X Link](https://x.com/accrued_int/status/1996244283461104068) 2025-12-03T15:45Z 2863 followers, 1131 engagements "I can not recall a situation where a stock went on to do very well after selling their HQ office. $SCHL is just doing another from of financial engineering that DOES NOTHING to address the core business. I have stayed away from most education businesses for this reason 📚🔖" [X Link](https://x.com/accrued_int/status/1996251833753628762) 2025-12-03T16:15Z 2863 followers, XXX engagements "Articles like this are why despite valuation I cannot get long The Trade Desk. "Its the first time Ive seen The Trade Desk actually be willing to negotiate rates said the programmatic lead.' yea this $TTD still has too much competition for the valuation for me" [X Link](https://x.com/accrued_int/status/1996266932589539469) 2025-12-03T17:15Z 2864 followers, 4340 engagements "There was no "cat out of the bag moment" for $FUBO. Everyone ignores that Hulu + Live numbers have been reported in $DIS financials ALL YEAR. Hulu + Live revenue is not growing. You create alpha through revenue growth in media stocks. You don't need to see new guidance. Hulu Live can't grow subs" [X Link](https://x.com/accrued_int/status/1996278496470196354) 2025-12-03T18:00Z 2864 followers, XXX engagements "@obsidiancap1 @firstadopter @obsidiancap1 🎯 haha I thought of you and a handful of "Todd Combs Truthers" when I saw this news. LOL Agreed - his departure but confirms it was Ted Weschler who bought $GOOGL And since he was the better stock picker of the group that makes me like $GOOG even more 🤑" [X Link](https://x.com/accrued_int/status/1998026845896515595) 2025-12-08T13:48Z 2863 followers, XXX engagements "Here's the link to the full breakdown on how I see the strategic merits from $NFLX point of view. If you found this interesting dont forget to subscribe. I will send out clips of the article later. $WBD $PSKY $DIS $CMCSA" [X Link](https://x.com/accrued_int/status/1998125857731449310) 2025-12-08T20:21Z 2863 followers, XXX engagements "Here are highlights from my latest article on why not only does $NFLX + $WBD (Studios) makes sense but Netflix is the BEST option and most likely to win Warner Bros in the end.(1/x) 🧵(full article on Substack link in bio). For the 1st Day of Pitch-Mas I discussing the M&DA deal from the perspective of someone who used to do FP&A in the TV industry" [X Link](https://x.com/accrued_int/status/1998138728666329136) 2025-12-08T21:12Z 2864 followers, XXX engagements "@herrmanndigital @herrmanndigital thank you for sharing your experiences for all of us to learn from in real time. It sounds like the AppLovin customer service is really top-notch. I have seen high praise for the customer reps from a lot of sources great news for $APP" [X Link](https://x.com/accrued_int/status/1995515041421066413) 2025-12-01T15:27Z 2863 followers, XXX engagements "OK here are some quick thoughts on the AppLovin chat at the UBS Global Technology and AI Conference - $APP stock is up following strong #BFCM - here were the keys I took from the talk (1/x) A lot of time was spent describing the AppLovin business model.here was my fav parts🧵" [X Link](https://x.com/accrued_int/status/1995960807000343031) 2025-12-02T20:58Z 2863 followers, 2455 engagements "(6/x) AppLovin said investors should expect XX% EBITDA margins to continue - capital allocation will not change. Performance marketing is only new expense bucket they foresee but $APP will keep margins high by basing it on ROAS ad spend goals. They ended by saying companies with "much weaker ad platforms have hundreds of thousands of customers". No reason AppLovin cannot get there one day too. CEO did not give any new financial targets but this was great news" [X Link](https://x.com/accrued_int/status/1995964825902391690) 2025-12-02T21:14Z 2864 followers, 1727 engagements "Kicking off the 1st day of Accrued Interests XX Days of Pitch-Mas with my take on the latest Netflix / WBD acquisition news 🎄🎄🎄 I am recommending $NFLX as an Outperform. Netflix is uniquely positioned as the best buyer for the Warner Bros. assets and I ultimately expect them to win this M&A battle with $PSKY. In my article I give X reasons why Netflix + Warner Bros. makes strategic sense. Dont forget to subscribe to Accrued Interest and please come back tomorrow for Day X of Pitch-Mas Link in bio. Thank you 🎁🎁🎁 $WBD $PSKY $DIS" [X Link](https://x.com/accrued_int/status/1998125707239862611) 2025-12-08T20:21Z 2864 followers, XXX engagements "This tweet aged well - before Thanksgiving I was buying $NVDA for several reasons. Sentiment was too negative on Nvidia and among many future revenue drivers - it always seemed inevitable to me that current admin would give in and let them sell to China . Plenty of other reasons to stay long $NVDA" [X Link](https://x.com/accrued_int/status/1998362191615983669) 2025-12-09T12:00Z 2864 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@accrued_int Accrued Interest
Accrued Interest posts on X about $nflx, $wbd, $app, applovin the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XXXX%
- X Month XXXXXXX +61%
- X Months XXXXXXXXX +172%
- X Year XXXXXXXXX +7,132%
Mentions: XX #
- X Week XXX -XX%
- X Month XXX +59%
- X Months XXXXX +112%
- X Year XXXXX +2,805%
Followers: XXXXX #
- X Week XXXXX +1.50%
- X Month XXXXX +8.50%
- X Months XXXXX +70%
- X Year XXXXX +2,902%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% technology brands XXX% cryptocurrencies XXXX% social networks XXXX% countries XXXX%
Social topic influence $nflx #110, $wbd #71, $app #24, applovin #26, $psky #94, matter 5.66%, $dis #13, warner bros #885, business 3.77%, wbd XXXX%
Top accounts mentioned or mentioned by @accruedint @axonadsmanager @peachfinancial @leevalueroach @bizbreakdowns @tarekantaki @ryanreeves @firstadopter @darthhenshaw @pythiar @compoundingcap1 @ragingbullcap @eniac @riolongacre @buccocapital @pie8812 @stockpickerspb @darklightseeker @gvdinvestor @astridwilde1
Top assets mentioned Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Applovin Corporation (APP) Paramount Skydance Corporation Class B Common Stock (PSKY) DisChain (DIS) Trade Desk, Inc. (TTD) Simplify Macro Strategy ETF (FIG) Adobe, Inc. (ADBE) ShapeShift FOX Token (FOX) Comcast Corporation (CMCSA) Alphabet Inc Class A (GOOGL) Metadium (META) Spotify Technology (SPOT) Warner Music Group, Co. (WMG) Apollo Global Management, Inc. (APO) Cinemark Holdings, Inc. (CNK) AGIX (AGX) 501 (23) Amazon.com, Inc. (AMZN) Uber Technologies, Inc. (UBER) fuboTV Inc. (FUBO) NVIDIA Corp. (NVDA)
Top Social Posts
Top posts by engagements in the last XX hours
"(2/x) AppLovin CEO gave the talk - he reminded investors that there will be revenue growth from future improvements in the @AxonAdsManager model.much of past year spent on building the plumbing 🧑🔧🪠 Want to turn everyone into an "arbitrage marketer". $APP wanted to make sure ROAS and performance could scale before brining on too many new advertisers"
X Link 2025-12-02T21:01Z 2864 followers, XXX engagements
"(5/x) AppLovin does not want scammers to take advantage by serving ads for fraudulent products now that the @AxonAdsManager platform has opened up. $APP uses AI and automated tools to remove bad actors. (Remember how $META said they est. XX% of revenue came from scam products AppLovin is avoiding this risk) I thought that was worth noting"
X Link 2025-12-02T21:11Z 2864 followers, XXX engagements
"@Nietschecapital @Nietschecapital 🤑🤑🤑 great catching up with other $APP shareholders online during the holidays"
X Link 2025-12-04T19:08Z 2864 followers, XXX engagements
"In the past I stayed away from music label stocks $WMG $UMG because the bull case never made sense Audio 🎧 having a higher share % people's media habits but lower share of revenue WILL NOT change. Video always monetizes best📺. Audio and print will be behind. There's no convergence 🤷"
X Link 2025-08-25T16:13Z 2863 followers, XXX engagements
"Wowwww didn't expect $PZZA to get ghosted like that by $APO 👻. Now I'm starting to think this consumer weakness is a little worse than consensus realizes .😦🍕Pizza is a relatively low cost good - this could be ominous for other categories"
X Link 2025-11-04T18:57Z 2863 followers, 3123 engagements
"Going to tweet the AppLovin UBS presentation in a few min; give me a follow or bookmark - I'll post highlights live will read the transcript later. $APP is having a good #BFCM will see what the company chooses to say about Q4"
X Link 2025-12-02T17:47Z 2863 followers, 1458 engagements
"I'm revisiting the $FIG IPO and I stayed away because most IPO's tend to be lower X months out.and this one was no different 😂These are the most common reasons I remind myself before I think "this time is different": 🔴Underpricing & Hype 🔴Lock-Up Expiration (around 90-180 days) 🔴Behavioral Biases: High investor enthusiasm and overvaluation I much prefer $ADBE which I have been talking about more and think will be a great stock for 2026. Besides Figma is not particularly cheap.will revisit"
X Link 2025-11-18T19:00Z 2863 followers, 3459 engagements
"A thing about $NFLX being free cash flow positive and significantly more so than many of its legacy media competitors $PSKY means they have the financial means to pay a $X billion breakup fee for $WBD and not have to do creative financing to line up the money like Paramount was doing getting investors from all over the globe (allegedly) 🌎"
X Link 2025-12-05T12:10Z 2864 followers, 6213 engagements
"oh wow I forgot that $CNK was still a publicly traded company.going to refresh my notes on the company later 📽🎥🎬 I know they have a big presence in Latin America I have to remind myself just how many screens they got there 🍿"
X Link 2025-11-24T18:31Z 2861 followers, XXX engagements
"Whoever wins $WBD is going to come down to a lot of politics and not economics. Let's just wait to see who overpays for this and if it is $PSKY then they will have to deal with legacy media 📺 issues for much much longer. Ask $DIS how it turned out when they purchased $FOX film/tv assets"
X Link 2025-12-03T16:45Z 2861 followers, XXX engagements
"@PeachFinancial I hear you - but this is theory never works out in practice.How did it turn out when $WBD paired Warner Bros and Discovery content in the same app Did putting all the $FOX film / TV content inside @DisneyPlus make $DIS stock go up If $PSKY wins this becomes $DIS but with no parks to help out"
X Link 2025-12-03T17:18Z 2861 followers, XXX engagements
"@obsidiancap1 @firstadopter @obsidiancap1 🎯 thanks for this note. This XX% of revenue on GPU compute matches what AppLovin CEO has said in public talks. At UBS this wk they said XX% EBITDA margins with XX% variable cost of compute + XX% engineers and other SG&A. Good data point on $APP"
X Link 2025-12-05T00:53Z 2852 followers, XXX engagements
"I used to work in television on the corporate finance side. I think $NFLX will have no choice but to honor the terms & conditions of the movies currently under production. If those films had deals that required theatrical distribution then those will continue. But remember consumers are choosing NOT to go to the movies on their own though We can't blame declining movie attendance on the big bad $WBD studios"
X Link 2025-12-05T12:02Z 2846 followers, XXX engagements
"The more I read about this the cooler I think it would be for $NFLX to win haha. 📽I know Netflix could make the upcoming Harry Potter show a MUCH bigger hit than HBO Max could. 📽They would fold the $WBD streaming service eventually - since I'm sure XX% of the HBO subs already subscribe to Netflix. 📽Would also give $NFLX a lot more TV content at a time when Netflix wants to sell more ads"
X Link 2025-12-05T12:16Z 2852 followers, XXX engagements
"@DarthHenshaw @Variety @DarthHenshaw on what part was I incorrect Consumers have said repeatedly that current theatrical windows are too long and they want the ability to watch movies sooner in the comfort of their homes. Where is the lie $NFLX $WBD"
X Link 2025-12-05T14:19Z 2852 followers, XXX engagements
"@ecommerceshares I respectfully disagree this will be a huge win for consumers for the following reasons: 📽1) HBO is a prestige brand with a niche following WAYYY smaller than folks realize (or care to admit). 📽2) HBO Max did not work for streaming because it makes highbrow shows with only 2-3 hits per year (at BEST). Max or HBO name did not matter. Outside the bundle HBO folks don't look like geniuses 📽3) I think regulators should approve the deal. is NOT acquiring the linear channels so no monopoly on TV. There are other movie studios. Netflix is not in movie theaters so no monopoly"
X Link 2025-12-05T17:37Z 2846 followers, XXX engagements
"Quick thoughts on $NFLX / $WBD (more later). I'm very BULLISH on $NFLX. This will be a huge win for consumers for the following reasons: 📽1) HBO is a prestige brand with a niche following WAYYY smaller than folks realize (or care to admit). 📽2) HBO Max did not work for streaming because it makes highbrow shows with only 2-3 hits per year (at BEST). Max or HBO name did not matter. Outside the bundle HBO folks don't look like geniuses anymore 📽3) Regulators should approve the deal. Netflix is NOT acquiring linear channels - no monopoly on TV. There are other movie studios. Netflix is not in"
X Link 2025-12-05T17:42Z 2854 followers, 1675 engagements
"@rev_cap - I actually respectfully disagree - the deal makes a ton of sense. This will be a huge win for consumers for the following reasons: 📽1) HBO is a prestige brand with a niche following WAYYY smaller than folks realize (or care to admit). 📽2) HBO Max did not work for streaming because it makes highbrow shows with only 2-3 hits per year (at BEST). Max or HBO name did not matter. Outside the bundle HBO folks don't look like geniuses anymore 📽3) Regulators should approve the deal. Netflix is NOT acquiring linear channels - no monopoly on TV. There are other movie studios. Netflix is"
X Link 2025-12-05T17:44Z 2851 followers, XXX engagements
"@firstadopter - I respectfully disagree. $NFLX / $WBD will be a huge win for consumers for the following reasons: 📽1) HBO is a prestige brand with a niche following WAYYY smaller than folks realize (or care to admit). 📽2) HBO Max did not work for streaming because it makes highbrow shows with only 2-3 hits per year (at BEST). Max or HBO name did not matter. Outside the bundle HBO folks don't look like geniuses anymore 📽3) Regulators should approve the deal. Netflix is NOT acquiring linear channels - no monopoly on TV. There are other movie studios. Netflix is not in movie theaters - no"
X Link 2025-12-05T17:45Z 2846 followers, XXX engagements
"@TrungTPhan I respectfully disagree - This will be a huge win for consumers for the following reasons: 📽1) HBO is a prestige brand with a niche following WAYYY smaller than folks realize (or care to admit). 📽2) HBO Max did not work for streaming because it makes highbrow shows with only 2-3 hits per year (at BEST). Max or HBO name did not matter. Outside the bundle HBO folks don't look like geniuses anymore 📽3) Regulators should approve the deal. Netflix is NOT acquiring linear channels - no monopoly on TV. There are other movie studios. Netflix is not in movie theaters - no monopoly"
X Link 2025-12-05T17:46Z 2852 followers, XX engagements
"@joecarlsonshow 🎯this is precisely the correct take and once everyone calms down they will see this is MASSIVELY bullish for $NFLX. There is low anti-trust risk because no linear channels change hands. HBO Max as a streaming service has TINY viewership. All year on my Substack - each month I update this chart that shows HBO Max and Discovery+ COMBINED only equal XXX% of all U.S. TV viewing. Also - When Harry Potter comes to Netflix it will hit the block like crack in the 80's 🔥🔥🔥🔥 Look forward to your video later @joecarlsonshow"
X Link 2025-12-05T18:17Z 2846 followers, 1913 engagements
"@Crussian17 I actually respectfully disagree - the deal makes a ton of sense. This will be a huge win for consumers for the following reasons: 📽1) HBO is a prestige brand with a niche following WAYYY smaller than folks realize (or care to admit). 📽2) HBO Max did not work for streaming because it makes highbrow shows with only 2-3 hits per year (at BEST). Max or HBO name did not matter. Outside the bundle HBO folks don't look like geniuses anymore 📽3) Regulators should approve the deal. Netflix is NOT acquiring linear channels - no monopoly on TV. There are other movie studios. Netflix is"
X Link 2025-12-05T19:20Z 2851 followers, XXX engagements
"Wow - you ever have a stock you looked at and sold a decade ago and you see it +10x and wonder what you missed 😂Did a MBA HW write-up on $AGX Argan back in 2013 - stock at $XX now at $360+ LOL A lot happened I'm sure just funny it blew up big.wow"
X Link 2025-12-01T15:22Z 2861 followers, XXX engagements
"This $NFLX and $WBD deal is basically an EMERGENCY for the rest of the legacy media players $PSKY $DIS $CMCSA etc. Not saying to short anyone just that $NFLX getting control of Warner Bros. will impact a lot of the internal work-place politics of Hollywood. Make no mistake - this is GOOD for consumers who will get MORE content at a lower price. The Free Market wins"
X Link 2025-12-05T17:58Z 2862 followers, XXX engagements
"@wallstengine @Polymarket @wallstengine betting that $NFLX / $WBD closed before the end of 2026 was always foolish regardless of what POTUS said because $PSKY and others will try to block it legally or go hostile. The appeals process alone could take this to 2027 at earliest. Still think deal gets done"
X Link 2025-12-08T13:54Z 2863 followers, XXX engagements
"Fyi - I think the concerns around $TTD are real and valid which is why despite it being "cheap" I've stayed away from discussing on Accrued Interest. $AMZN threat is real and not going away. I don't know what the right buy price is but it's not now. The trade desk multiple is not low enough for the lack of business clarity"
X Link 2025-10-28T16:55Z 2863 followers, 11.9K engagements
"Check out this detailed breakdown of $FIG change in gross margin kudos @ManuInvests. I'm probably going to keep $ADBE on my 2026 ideas list but getting up to speed on Figma 📑"
X Link 2025-11-16T19:10Z 2862 followers, 1428 engagements
"This from @Digiday on advertisers pulling back from The Trade Desk and giving business to $AMZN's DSP has some good stats on the magnitude. I have put $TTD stock in the "too hard" pile all year. Despite the pullback and valuation I still can't bring myself to buy it"
X Link 2025-11-10T16:08Z 2863 followers, 5143 engagements
"Waymos wont replace Uber they will replace $UBER DRIVERS. Understanding that distinction will determine how you handicap the stock. I'm still bullish on $UBER - too many people misunderstand how autonomous vehicles will help them 🚖🚕 #Waymo Still love $GOOGL $GOOG too"
X Link 2025-12-03T15:45Z 2863 followers, 1131 engagements
"I can not recall a situation where a stock went on to do very well after selling their HQ office. $SCHL is just doing another from of financial engineering that DOES NOTHING to address the core business. I have stayed away from most education businesses for this reason 📚🔖"
X Link 2025-12-03T16:15Z 2863 followers, XXX engagements
"Articles like this are why despite valuation I cannot get long The Trade Desk. "Its the first time Ive seen The Trade Desk actually be willing to negotiate rates said the programmatic lead.' yea this $TTD still has too much competition for the valuation for me"
X Link 2025-12-03T17:15Z 2864 followers, 4340 engagements
"There was no "cat out of the bag moment" for $FUBO. Everyone ignores that Hulu + Live numbers have been reported in $DIS financials ALL YEAR. Hulu + Live revenue is not growing. You create alpha through revenue growth in media stocks. You don't need to see new guidance. Hulu Live can't grow subs"
X Link 2025-12-03T18:00Z 2864 followers, XXX engagements
"@obsidiancap1 @firstadopter @obsidiancap1 🎯 haha I thought of you and a handful of "Todd Combs Truthers" when I saw this news. LOL Agreed - his departure but confirms it was Ted Weschler who bought $GOOGL And since he was the better stock picker of the group that makes me like $GOOG even more 🤑"
X Link 2025-12-08T13:48Z 2863 followers, XXX engagements
"Here's the link to the full breakdown on how I see the strategic merits from $NFLX point of view. If you found this interesting dont forget to subscribe. I will send out clips of the article later. $WBD $PSKY $DIS $CMCSA"
X Link 2025-12-08T20:21Z 2863 followers, XXX engagements
"Here are highlights from my latest article on why not only does $NFLX + $WBD (Studios) makes sense but Netflix is the BEST option and most likely to win Warner Bros in the end.(1/x) 🧵(full article on Substack link in bio). For the 1st Day of Pitch-Mas I discussing the M&DA deal from the perspective of someone who used to do FP&A in the TV industry"
X Link 2025-12-08T21:12Z 2864 followers, XXX engagements
"@herrmanndigital @herrmanndigital thank you for sharing your experiences for all of us to learn from in real time. It sounds like the AppLovin customer service is really top-notch. I have seen high praise for the customer reps from a lot of sources great news for $APP"
X Link 2025-12-01T15:27Z 2863 followers, XXX engagements
"OK here are some quick thoughts on the AppLovin chat at the UBS Global Technology and AI Conference - $APP stock is up following strong #BFCM - here were the keys I took from the talk (1/x) A lot of time was spent describing the AppLovin business model.here was my fav parts🧵"
X Link 2025-12-02T20:58Z 2863 followers, 2455 engagements
"(6/x) AppLovin said investors should expect XX% EBITDA margins to continue - capital allocation will not change. Performance marketing is only new expense bucket they foresee but $APP will keep margins high by basing it on ROAS ad spend goals. They ended by saying companies with "much weaker ad platforms have hundreds of thousands of customers". No reason AppLovin cannot get there one day too. CEO did not give any new financial targets but this was great news"
X Link 2025-12-02T21:14Z 2864 followers, 1727 engagements
"Kicking off the 1st day of Accrued Interests XX Days of Pitch-Mas with my take on the latest Netflix / WBD acquisition news 🎄🎄🎄 I am recommending $NFLX as an Outperform. Netflix is uniquely positioned as the best buyer for the Warner Bros. assets and I ultimately expect them to win this M&A battle with $PSKY. In my article I give X reasons why Netflix + Warner Bros. makes strategic sense. Dont forget to subscribe to Accrued Interest and please come back tomorrow for Day X of Pitch-Mas Link in bio. Thank you 🎁🎁🎁 $WBD $PSKY $DIS"
X Link 2025-12-08T20:21Z 2864 followers, XXX engagements
"This tweet aged well - before Thanksgiving I was buying $NVDA for several reasons. Sentiment was too negative on Nvidia and among many future revenue drivers - it always seemed inevitable to me that current admin would give in and let them sell to China . Plenty of other reasons to stay long $NVDA"
X Link 2025-12-09T12:00Z 2864 followers, XX engagements