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# ![@portraitanalyst Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1681793080054235137.png) @portraitanalyst Portrait Analytics

Portrait Analytics posts on X about $wbd, warner bros, $cmcsa, $shw the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1681793080054235137/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1681793080054235137/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +6,649%
- X Year XXXXXXX +181,011%

### Mentions: XX [#](/creator/twitter::1681793080054235137/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1681793080054235137/c:line/m:posts_active.svg)

- X Week X -XX%
- X Month XX -XX%
- X Months XXX +192%
- X Year XXX +8,300%

### Followers: XXX [#](/creator/twitter::1681793080054235137/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1681793080054235137/c:line/m:followers.svg)

- X Week XXX +2%
- X Month XXX +7.50%
- X Months XXX +142%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1681793080054235137/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1681793080054235137/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1681793080054235137/influence)
---

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands) 

**Social topic influence**
[$wbd](/topic/$wbd) #95, [warner bros](/topic/warner-bros) #665, [$cmcsa](/topic/$cmcsa) #163, [$shw](/topic/$shw), [$low](/topic/$low), [$rpm](/topic/$rpm), [$hd](/topic/$hd), [$mas](/topic/$mas), [$ppg](/topic/$ppg), [royal caribbean](/topic/royal-caribbean)

**Top assets mentioned**
[Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Sherwin-Williams Co (SHW)](/topic/$shw) [Lowes Companies Inc (LOW)](/topic/$low) [RPM International, Inc. (RPM)](/topic/$rpm) [Home Depot, Inc. (HD)](/topic/$hd) [Masco, Corp. (MAS)](/topic/$mas) [PPG Industries, Inc. (PPG)](/topic/$ppg) [Royal Caribbean Cruises Ltd (RCL)](/topic/royal-caribbean) [Albertsons Companies, Inc. (ACI)](/topic/$aci) [Ralph Lauren Corp (RL)](/topic/$rl) [Paramount Global (PARA)](/topic/$para) [Apple, Inc. (AAPL)](/topic/$aapl) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts [#](/creator/twitter::1681793080054235137/posts)
---
Top posts by engagements in the last XX hours

"Barrons had a compelling write-up on $SHW as a long earlier this week. Portrait can play a useful devil's advocate helping you sanity check bull and bear perspectives to avoid getting blindsided by a surprise risk $LOW $RPM $HD $PPG $MAS"  
[X Link](https://x.com/portraitanalyst/status/1932996385852273100) [@portraitanalyst](/creator/x/portraitanalyst) 2025-06-12T03:00Z XXX followers, XXX engagements


"Some interesting datapoints from Royal Caribbean $RCL earnings today"  
[X Link](https://x.com/portraitanalyst/status/1972707519949836643) [@portraitanalyst](/creator/x/portraitanalyst) 2025-09-29T16:58Z XXX followers, XXX engagements


"@SixSigmaCapital $ACI comes up on our "early turnarounds" screen. New CEO implementing a multi-year transformation with early signs of it working (beat top & bottom last quarter) and margins well below historical peak (lots of room +revisions)"  
[X Link](https://x.com/portraitanalyst/status/1976304769556938956) [@portraitanalyst](/creator/x/portraitanalyst) 2025-10-09T15:12Z XXX followers, XXX engagements


"The review reflects the same structural reality driving every legacy media play: linear TV is in secular decline while streaming remains brutally competitive and capital-intensive. The question: can anyone outside of Big Tech reach the scale to survive"  
[X Link](https://x.com/portraitanalyst/status/1980751438495003053) [@portraitanalyst](/creator/x/portraitanalyst) 2025-10-21T21:41Z XXX followers, XX engagements


"The valuation puzzle: $WBDs high-growth studio + streaming assets deserve a far richer multiple than its declining cable networks. Whether through sale or separation the goal is the same detach the future from the past and let investors re-rate the growth engine"  
[X Link](https://x.com/portraitanalyst/status/1980751444287324209) [@portraitanalyst](/creator/x/portraitanalyst) 2025-10-21T21:41Z XXX followers, XX engagements


"$RL signaling that it can continue to push forward on margins calling for +100bps / +150bps of incremental expansion (over the current XX% target). Recent margin momentum has been solid but we'll need to hear more details to underwrite the next wave of margin progress"  
[X Link](https://x.com/portraitanalyst/status/1967954307896185181) [@portraitanalyst](/creator/x/portraitanalyst) 2025-09-16T14:10Z XXX followers, XXX engagements


"This weeks Portrait Weekly Framing looks at $WBD and why Warner Bros. Discoverys exploration of a sale could mark the next major inflection in media consolidation. The headline: inbound bids a pivot from separation to potential sale and what this means for the streaming landscape"  
[X Link](https://x.com/portraitanalyst/status/1980751434955256160) [@portraitanalyst](/creator/x/portraitanalyst) 2025-10-21T21:41Z XXX followers, XXX engagements


"$WBD confirmed its reviewing all options after receiving multiple unsolicited offers a sharp turn from its plan to split into a Studio & Streaming unit (Warner Bros. HBO Max) and a Linear Networks unit (CNN TNT Discovery). Shares jumped nearly XX% on the news markets like optionality"  
[X Link](https://x.com/portraitanalyst/status/1980751436934746618) [@portraitanalyst](/creator/x/portraitanalyst) 2025-10-21T21:41Z XXX followers, XX engagements


"Operational headwinds are clear. Max has seen five straight months of download declines. Debt from the 2022 merger still looms large. Even with premium IP Harry Potter DC HBO $WBD is squeezed between eroding cash flow and high content costs"  
[X Link](https://x.com/portraitanalyst/status/1980751439681957917) [@portraitanalyst](/creator/x/portraitanalyst) 2025-10-21T21:41Z XXX followers, XXX engagements


"Paramount-Skydance ($PARA) already tested the waters with a $20/share offer rejected as too low. But credible inbound interest from multiple buyers forced the board to widen its scope. That single bid now serves as the floor for what could become an open auction"  
[X Link](https://x.com/portraitanalyst/status/1980751441317798013) [@portraitanalyst](/creator/x/portraitanalyst) 2025-10-21T21:41Z XXX followers, XX engagements


"The buyer universe spans the old guard and the new giants: $PARA-Skydance: logical synergy but leverage and regulatory risk. $CMCSA: may pursue a post-spin NBCU deal. $AAPL & $AMZN: tech platforms with global scale and cash to buy Hollywood outright. Private equity (Apollo KKR) lurks as financial partners"  
[X Link](https://x.com/portraitanalyst/status/1980751442798604788) [@portraitanalyst](/creator/x/portraitanalyst) 2025-10-21T21:41Z XXX followers, XX engagements


"The implications reach far beyond $WBD: Scale wins. Streaming economics now favor only the largest global players. De-conglomeration continues. Expect others (including $CMCSA) to follow with splits. Tech ascendant. If Apple or Amazon move it signals techs full takeover of Hollywood"  
[X Link](https://x.com/portraitanalyst/status/1980751445574996350) [@portraitanalyst](/creator/x/portraitanalyst) 2025-10-21T21:41Z XXX followers, XXX 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.]

@portraitanalyst Avatar @portraitanalyst Portrait Analytics

Portrait Analytics posts on X about $wbd, warner bros, $cmcsa, $shw the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX -XX%
  • X Months XXXXXXX +6,649%
  • X Year XXXXXXX +181,011%

Mentions: XX #

Mentions Line Chart

  • X Week X -XX%
  • X Month XX -XX%
  • X Months XXX +192%
  • X Year XXX +8,300%

Followers: XXX #

Followers Line Chart

  • X Week XXX +2%
  • X Month XXX +7.50%
  • X Months XXX +142%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks finance technology brands

Social topic influence $wbd #95, warner bros #665, $cmcsa #163, $shw, $low, $rpm, $hd, $mas, $ppg, royal caribbean

Top assets mentioned Warner Bros Discovery, Inc. (WBD) Comcast Corporation (CMCSA) Sherwin-Williams Co (SHW) Lowes Companies Inc (LOW) RPM International, Inc. (RPM) Home Depot, Inc. (HD) Masco, Corp. (MAS) PPG Industries, Inc. (PPG) Royal Caribbean Cruises Ltd (RCL) Albertsons Companies, Inc. (ACI) Ralph Lauren Corp (RL) Paramount Global (PARA) Apple, Inc. (AAPL) Amazon.com, Inc. (AMZN)

Top Social Posts #


Top posts by engagements in the last XX hours

"Barrons had a compelling write-up on $SHW as a long earlier this week. Portrait can play a useful devil's advocate helping you sanity check bull and bear perspectives to avoid getting blindsided by a surprise risk $LOW $RPM $HD $PPG $MAS"
X Link @portraitanalyst 2025-06-12T03:00Z XXX followers, XXX engagements

"Some interesting datapoints from Royal Caribbean $RCL earnings today"
X Link @portraitanalyst 2025-09-29T16:58Z XXX followers, XXX engagements

"@SixSigmaCapital $ACI comes up on our "early turnarounds" screen. New CEO implementing a multi-year transformation with early signs of it working (beat top & bottom last quarter) and margins well below historical peak (lots of room +revisions)"
X Link @portraitanalyst 2025-10-09T15:12Z XXX followers, XXX engagements

"The review reflects the same structural reality driving every legacy media play: linear TV is in secular decline while streaming remains brutally competitive and capital-intensive. The question: can anyone outside of Big Tech reach the scale to survive"
X Link @portraitanalyst 2025-10-21T21:41Z XXX followers, XX engagements

"The valuation puzzle: $WBDs high-growth studio + streaming assets deserve a far richer multiple than its declining cable networks. Whether through sale or separation the goal is the same detach the future from the past and let investors re-rate the growth engine"
X Link @portraitanalyst 2025-10-21T21:41Z XXX followers, XX engagements

"$RL signaling that it can continue to push forward on margins calling for +100bps / +150bps of incremental expansion (over the current XX% target). Recent margin momentum has been solid but we'll need to hear more details to underwrite the next wave of margin progress"
X Link @portraitanalyst 2025-09-16T14:10Z XXX followers, XXX engagements

"This weeks Portrait Weekly Framing looks at $WBD and why Warner Bros. Discoverys exploration of a sale could mark the next major inflection in media consolidation. The headline: inbound bids a pivot from separation to potential sale and what this means for the streaming landscape"
X Link @portraitanalyst 2025-10-21T21:41Z XXX followers, XXX engagements

"$WBD confirmed its reviewing all options after receiving multiple unsolicited offers a sharp turn from its plan to split into a Studio & Streaming unit (Warner Bros. HBO Max) and a Linear Networks unit (CNN TNT Discovery). Shares jumped nearly XX% on the news markets like optionality"
X Link @portraitanalyst 2025-10-21T21:41Z XXX followers, XX engagements

"Operational headwinds are clear. Max has seen five straight months of download declines. Debt from the 2022 merger still looms large. Even with premium IP Harry Potter DC HBO $WBD is squeezed between eroding cash flow and high content costs"
X Link @portraitanalyst 2025-10-21T21:41Z XXX followers, XXX engagements

"Paramount-Skydance ($PARA) already tested the waters with a $20/share offer rejected as too low. But credible inbound interest from multiple buyers forced the board to widen its scope. That single bid now serves as the floor for what could become an open auction"
X Link @portraitanalyst 2025-10-21T21:41Z XXX followers, XX engagements

"The buyer universe spans the old guard and the new giants: $PARA-Skydance: logical synergy but leverage and regulatory risk. $CMCSA: may pursue a post-spin NBCU deal. $AAPL & $AMZN: tech platforms with global scale and cash to buy Hollywood outright. Private equity (Apollo KKR) lurks as financial partners"
X Link @portraitanalyst 2025-10-21T21:41Z XXX followers, XX engagements

"The implications reach far beyond $WBD: Scale wins. Streaming economics now favor only the largest global players. De-conglomeration continues. Expect others (including $CMCSA) to follow with splits. Tech ascendant. If Apple or Amazon move it signals techs full takeover of Hollywood"
X Link @portraitanalyst 2025-10-21T21:41Z XXX followers, XXX engagements

@portraitanalyst
/creator/twitter::portraitanalyst