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![dan_tmt Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1258377124353847296.png) Dan [@dan_tmt](/creator/twitter/dan_tmt) on x 2196 followers
Created: 2025-06-06 15:10:37 UTC

Long $CABO @ ~$137 

Melting ice cube and falling knife, but too hard to resist.

CEO leaving. Cheap cable asset. Liquidity issues = Seems like a prime takeover target. 

One of the primary motivations for $CHTR buying Cox is for more subs to sell wireless. $CABO is even better as they don't offer any MVNO deal now. BEAD delays are also a positive.

XX% SI for some accelerant if sale rumors begin to surface.

Dividend cut helped lead to this stock depression, but IMO, is better for new investors. They have liquidity concerns and div cut will help them.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1931005816049389925/c:line.svg)

**Related Topics**
[cabo](/topic/cabo)
[subs](/topic/subs)
[acquisition](/topic/acquisition)
[$cabo](/topic/$cabo)
[$chtr](/topic/$chtr)
[stocks communication services](/topic/stocks-communication-services)

[Post Link](https://x.com/dan_tmt/status/1931005816049389925)

[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.]

dan_tmt Avatar Dan @dan_tmt on x 2196 followers Created: 2025-06-06 15:10:37 UTC

Long $CABO @ ~$137

Melting ice cube and falling knife, but too hard to resist.

CEO leaving. Cheap cable asset. Liquidity issues = Seems like a prime takeover target.

One of the primary motivations for $CHTR buying Cox is for more subs to sell wireless. $CABO is even better as they don't offer any MVNO deal now. BEAD delays are also a positive.

XX% SI for some accelerant if sale rumors begin to surface.

Dividend cut helped lead to this stock depression, but IMO, is better for new investors. They have liquidity concerns and div cut will help them.

XXXXX engagements

Engagements Line Chart

Related Topics cabo subs acquisition $cabo $chtr stocks communication services

Post Link

post/tweet::1931005816049389925
/post/tweet::1931005816049389925