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[@corleonecapital](/creator/twitter/corleonecapital)
"Netflix is getting the most value absolutely. About $10B in *steady* free cash flow growing revenue XX% What is Sony entertainment doing Proof is in the pudding imho The licensors have a decent business. Look at Warner music. They are a great long term business with less growth potential than Spotify bc one is a platform that can sell high margin ads and steady sticky subs the other depends on that platform for revenue Platform is long imho. Cant think of any pure content plays doing better than giant platforms"  
[X Link](https://x.com/corleonecapital/status/1980753900249465165) [@corleonecapital](/creator/x/corleonecapital) 2025-10-21T21:51Z XXX followers, XX engagements


"Contra these nuts $GOOGL"  
[X Link](https://x.com/corleonecapital/status/1980757118715130148) [@corleonecapital](/creator/x/corleonecapital) 2025-10-21T22:04Z XXX followers, XXX engagements


"The sneaky reason $NFLX wants $WBD Can you imagine a Harry Potter series going on for X years along with an open world game based on Happy Potter The TAM increases overnight if they can do differentiated cloud gaming Its a win win win for $NFLX"  
[X Link](https://x.com/corleonecapital/status/1980967080884130090) [@corleonecapital](/creator/x/corleonecapital) 2025-10-22T11:58Z XXX followers, 1768 engagements


"Totally respect your take. Valid points. But (of course) the key question is one of leverage Almost everyone who buys a SMB does it with leverage most of the time with a PG loan In that scenario failure is existential unless one is wealthy already I venture to say more divorces have been caused over husbands taking PG loans against their wifes desires than millionaires created buying SMBs Total speculation but money stress is the #1 cause of divorce so theres that Anyway on the flip side the opportunity cost is owning stocks Im not recommending to buy the following stocks but Meta is growing"  
[X Link](https://x.com/corleonecapital/status/1980999936331166024) [@corleonecapital](/creator/x/corleonecapital) 2025-10-22T14:09Z XXX followers, 1082 engagements


"Consequentially Id be worried if I were $EXPE or $BKNG in that the value they add to the consumer is everything displayed in one place thats it I used to work for a major hotel. When ppl book through 3rd party sites they can get charged more and customer service issues must go through them like literally the front desk will turn ppl down for some issues they book through 3rd party If Gemini and ChatGPT can replicate choice when we want it but also narrow down when we want it there will be no need for third party sites that simply display choice imho"  
[X Link](https://x.com/corleonecapital/status/1975631666979774615) [@corleonecapital](/creator/x/corleonecapital) 2025-10-07T18:37Z XXX followers, XXX engagements


"What is an AI company As of now the training and inference is done on Nvidia GPU for every frontier model except Gemini Anthropic and Amazon yes but thats not the same Amazon is nowhere near Google and TPU OpenAI will prolly do well long term but until they either rely on their own chips for training and inference or get Nvidia to lower their prices by a ton theyre gonna have trouble keeping up with Google"  
[X Link](https://x.com/corleonecapital/status/1979277684099236282) [@corleonecapital](/creator/x/corleonecapital) 2025-10-17T20:05Z XXX followers, XX engagements


"Copyright is about output not input Violation occurs when: X. Access to protected art; + X. Output is substantially similar to that art Adobes strategy hinges on no access in training so no violation Okay cant AI just avoid substantially similar output 😂"  
[X Link](https://x.com/corleonecapital/status/1980278688865198163) [@corleonecapital](/creator/x/corleonecapital) 2025-10-20T14:23Z XXX followers, XXX engagements


"If $ADBE gives margin to daddy (Google/OpenAI) turns into a wrapper lowers sub cost makes UIs clean and gets it through their head that their monopoly days are numbered I think theyll be fine"  
[X Link](https://x.com/corleonecapital/status/1980282463885648124) [@corleonecapital](/creator/x/corleonecapital) 2025-10-20T14:38Z XXX followers, XX engagements


"Think its gonna be a combo. Even when agents can do it all themselves ppl get dopamine hits from browsing and buying certain things Agentic may look more like: Me: I want to travel to Spain. Bot: series of questions offers X choices more if requested Me: select We shouldnt underestimate dopamine derived from spending money imho particularly on discretionary high ticket items like travel TV set car concert etc"  
[X Link](https://x.com/corleonecapital/status/1980307867736711325) [@corleonecapital](/creator/x/corleonecapital) 2025-10-20T16:19Z XXX followers, XXX engagements


"@CapitalJurassic Its like they cant see how Meta competing against TikTok and Google competing against a start up is a different thing than little Adobe going up against absolute monsters from the Mag X with enough cash flow talent and data to shrink margins to whatever they please"  
[X Link](https://x.com/corleonecapital/status/1980329705976033643) [@corleonecapital](/creator/x/corleonecapital) 2025-10-20T17:46Z XXX followers, XX engagements


"@CapitalJurassic Google announcing precision editing is now bundled in AI Pro all for $XX be be catastrophic and existential for Adobes business model Might not even effect Google stock"  
[X Link](https://x.com/corleonecapital/status/1980330078191153577) [@corleonecapital](/creator/x/corleonecapital) 2025-10-20T17:47Z XXX followers, XXX engagements


"Once tried to edit a video on $ADBE Gave up after XX minutes of fiddling Can anyone name a consumer biz like that which stood the test of time"  
[X Link](https://x.com/corleonecapital/status/1980332398769508740) [@corleonecapital](/creator/x/corleonecapital) 2025-10-20T17:56Z XXX followers, XX engagements


"Google execs when $ADBE brings up whats best for creators:"  
[X Link](https://x.com/corleonecapital/status/1980359454265864225) [@corleonecapital](/creator/x/corleonecapital) 2025-10-20T19:44Z XXX followers, XXX engagements


"Ppl are ignoring this bi-weekly chart Gemini momentum slowing Guess Gemini X will tell the tale $GOOGL"  
[X Link](https://x.com/corleonecapital/status/1980365580034273645) [@corleonecapital](/creator/x/corleonecapital) 2025-10-20T20:08Z XXX followers, XXX engagements


"Maybe. Maybe not. What we do know is theyve had a monopoly on professional and high end editing for decades and have reaped monopoly margins and that their prices are high and learning curve steep Add a growing market and I view their dominance as illusory unless they make major changes"  
[X Link](https://x.com/corleonecapital/status/1980581324185305109) [@corleonecapital](/creator/x/corleonecapital) 2025-10-21T10:25Z XXX followers, XX engagements


"@hambinocapital If Google adds precision editing tools to AI Pro ($20 gooogle one sub) would be existential to Adobes business ideal As an Adobe shareholder Id be as worried about the business model as o am market share"  
[X Link](https://x.com/corleonecapital/status/1980581655686574472) [@corleonecapital](/creator/x/corleonecapital) 2025-10-21T10:27Z XXX followers, XX engagements


"@hambinocapital Are you sure that workflow will remain in the future What creates value in that workflow Meta said they see a world soon where brands give them a budget and they do the rest Thats not a good Sanrio for Adobe. Thats automation. Thats a slash in margins"  
[X Link](https://x.com/corleonecapital/status/1980582149058359381) [@corleonecapital](/creator/x/corleonecapital) 2025-10-21T10:29Z XXX followers, XX engagements


"@hambinocapital My question would be can AI automate most mod the value in that workflow Can above capture that value Can OpenAI and Google match or exceed it for less margin Do they have an incentive to do it Do creators have an incentive to stick with Adobe (non pros)"  
[X Link](https://x.com/corleonecapital/status/1980582683630870871) [@corleonecapital](/creator/x/corleonecapital) 2025-10-21T10:31Z XXX followers, XX engagements


"If the S&P XXX outperforms most money managers why pay X% of AUM Because thats the way Wall Street make the most money"  
[X Link](https://x.com/corleonecapital/status/1980669028504072378) [@corleonecapital](/creator/x/corleonecapital) 2025-10-21T16:14Z XXX followers, XX engagements


"$DIS should but wont bc Igers a pussy"  
[X Link](https://x.com/corleonecapital/status/1980685493391225000) [@corleonecapital](/creator/x/corleonecapital) 2025-10-21T17:19Z XXX followers, XXX engagements


"Fuck Wells Fargo but I agree Demand aint slowing down supply is still constrained valuations are reasonable thats not what bubbles look like"  
[X Link](https://x.com/corleonecapital/status/1980691662734299159) [@corleonecapital](/creator/x/corleonecapital) 2025-10-21T17:44Z XXX followers, XXX engagements


"Fox acquisition was an all time fumble by Iger In hindsight issue was libraries are worth less than we all thought platforms are worth more than we all thought Fox had no platform was $70B for mostly stale content Warner has HBO. IMHO thats the crown jewel of the whole thing not the Warner brothers library (although its pretty fucking sweet)"  
[X Link](https://x.com/corleonecapital/status/1980729126295334938) [@corleonecapital](/creator/x/corleonecapital) 2025-10-21T20:13Z XXX followers, XX engagements


"IMHO streaming is the ultimate way to extract value for content but its a slow burn that relies on steady sub growth and price increases A far cry from DVD sales which made it easier to measure ROI for a franchise or title Actually cant believe HBO only has 25M paid subs in the US. Lotssss of room to grow here and overseas"  
[X Link](https://x.com/corleonecapital/status/1980741329677349367) [@corleonecapital](/creator/x/corleonecapital) 2025-10-21T21:01Z XXX followers, XX engagements


"Wife works at Disney World In a strategy meeting they said were not selling middle class were selling affluent and emerging affluent They know but dont care which imho will bite them in the ass as Disney loses its monopoly on the hearts of American children"  
[X Link](https://x.com/corleonecapital/status/1980960231162036350) [@corleonecapital](/creator/x/corleonecapital) 2025-10-22T11:31Z XXX followers, XX engagements


"Wall Street guys are the contra on tech Might be the dumbest smart ppl on earth"  
[X Link](https://x.com/corleonecapital/status/1980962805554491844) [@corleonecapital](/creator/x/corleonecapital) 2025-10-22T11:41Z XXX followers, XX engagements


"Meta grows rev XX% w/ XX PE Google Deepmind grows rev XX% w/ XX PE (and no reliance on Nvidia for core biz) Wall Street:"  
[X Link](https://x.com/corleonecapital/status/1981015304345104811) [@corleonecapital](/creator/x/corleonecapital) 2025-10-22T15:10Z XXX followers, XX engagements


"Training vs Inference $AMZN $NVDA $GOOGL $MSFT"  
[X Link](https://x.com/corleonecapital/status/1980760999960400288) [@corleonecapital](/creator/x/corleonecapital) 2025-10-21T22:19Z XXX followers, XXX engagements


"Why does this chart look like Ursula cupping my ballsack in addition to being unreadable Chart crime of the century"  
[X Link](https://x.com/corleonecapital/status/1981075498240200972) [@corleonecapital](/creator/x/corleonecapital) 2025-10-22T19:09Z XXX followers, XXX engagements


"I still believe this AI has made it so for this brief time in history stock autists can know more than Wall Street about very consequential tech My knowledge is XXX% Gemini I still believe that most of the market does not understand how to value many of the best AI plays"  
[X Link](https://x.com/corleonecapital/status/1981459695710646478) [@corleonecapital](/creator/x/corleonecapital) 2025-10-23T20:36Z XXX followers, XX engagements


"And then I told Jensen go fuck yourself ummm ummmm $NVDA $GOOGL"  
[X Link](https://x.com/corleonecapital/status/1981475456797855956) [@corleonecapital](/creator/x/corleonecapital) 2025-10-23T21:38Z XXX followers, XXX engagements