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[@BigIdeasCapital](/creator/twitter/BigIdeasCapital)
"@WAR527 @EnergyCynic $oxy will still grow production profitably $clr and $fang don't have the inventory depth to grow anymore. Not great for them good for oil prices"  
[X Link](https://x.com/BigIdeasCapital/status/1952702542443614414) [@BigIdeasCapital](/creator/x/BigIdeasCapital) 2025-08-05T12:05Z XXX followers, XXX engagements


"@tradeoilstocks Merge $cve and $su and let's get this party started Target X% production growth with cash going to buybacks"  
[X Link](https://x.com/BigIdeasCapital/status/1976556565978034607) [@BigIdeasCapital](/creator/x/BigIdeasCapital) 2025-10-10T07:53Z XXX followers, XXX engagements


"Unsurprising Comcast is thinking about a bid. Cmcsa bid would be majority stock which allows them to go $XX. Cmcsa stock generates siginifcant cash flow vs. $PSKY stock so $wbd will accept a greater % of stock in the deal. Zas would likely run the combined Universal Warner"  
[X Link](https://x.com/BigIdeasCapital/status/1976564564646105174) [@BigIdeasCapital](/creator/x/BigIdeasCapital) 2025-10-10T08:24Z XXX followers, XXX engagements


"Interestingly the rumor is coming from Paramount sources which to me reads that they are scared and see this happening. You don't spread rumors of competing bids 🤣 It also explains why $psky is suddenly talking to private equity to create a syndicate of buyers"  
[X Link](https://x.com/BigIdeasCapital/status/1976565321893884306) [@BigIdeasCapital](/creator/x/BigIdeasCapital) 2025-10-10T08:27Z XXX followers, XXX engagements


"Andy Grove called this an inflection point where a massive change occurs to an industry Some win some lose He said that it's hard to determine when we are the start of the inflection. This is it. In XX yrs we will look back and people will say it was obvious"  
[X Link](https://x.com/BigIdeasCapital/status/1977299826942660665) [@BigIdeasCapital](/creator/x/BigIdeasCapital) 2025-10-12T09:06Z XXX followers, XXX engagements


"The market hasnt seen it but it's already visible. AI can create massive amounts of general content competing with YouTube $goog It also needs massive amounts of copyrighted material. And it can allow IP to reach massive audiences $wbd @MattBelloni @Lucas_Shaw @TMTAnalystANON"  
[X Link](https://x.com/BigIdeasCapital/status/1977303152316625371) [@BigIdeasCapital](/creator/x/BigIdeasCapital) 2025-10-12T09:19Z XXX followers, XXX engagements


"Scenario where $cmcsa made an all stock bid at $XX for $wbd. Assuming: $XX share price for comcast $XXX fcfps for wbd $XXX fcfps for cmcsa $X bn of synergy Cmcsa shareholders would see XX% free cash flow dilution"  
[X Link](https://x.com/BigIdeasCapital/status/1978125409842532447) [@BigIdeasCapital](/creator/x/BigIdeasCapital) 2025-10-14T15:47Z XXX followers, XXX engagements


"@Lucas_Shaw @MattBelloni would make you believe it's warner with the tapped out library 🤣🤣🤣 Netflix has no IP library. None. Disney is incompetent if they don't make an overture to Zas @TMTAnalystANON @WilliamCohan"  
[X Link](https://x.com/BigIdeasCapital/status/1980005834428919860) [@BigIdeasCapital](/creator/x/BigIdeasCapital) 2025-10-19T20:19Z XXX followers, XX engagements


"@Lucas_Shaw @MattBelloni @TMTAnalystANON @WilliamCohan $nflx has no theatrical presence No franchises other then stranger things They depend on licensing which gets harder on consolidation They have had no success in games. Greg Peters is talking about Bobble. If Peter's said they don't need $wbd i would laugh in his face"  
[X Link](https://x.com/BigIdeasCapital/status/1980007492064076274) [@BigIdeasCapital](/creator/x/BigIdeasCapital) 2025-10-19T20:25Z XXX followers, XXX engagements


"I didn't want $XX from Ellison and i don't want $XX from crapflix because they have ZERO franchises and are desperate for IP In the world of AI $wbd is sitting on a gold mine Screw ellison screw greg peters and screw ted Sarandos $nflx $psky"  
[X Link](https://x.com/BigIdeasCapital/status/1980715065394298900) [@BigIdeasCapital](/creator/x/BigIdeasCapital) 2025-10-21T19:17Z XXX followers, XXX engagements