⚠️ Netflix May Lose Another $90? Short NFLX & Long WBD? Netflix has dropped nearly 15% in just two weeks, wiping out billions in market cap — while institutions are quietly turning bullish on Warner Bros. Discovery (WBD) and raising price targets. 📉📈 So what’s actually happening beneath the surface? And is there a real arbitrage opportunity between these two streaming giants? Let’s break it down. 👇 ⸻ 🎬 1. Netflix: Great Business, Tough Setup — Why the Selloff Accelerated Netflix’s fundamentals remain solid — but the stock entered overpriced territory, trading at a premium multiple even as subscriber momentum slowed. The recent drop is driven by: • 📉 Slowing subscriber net adds • 💸 Growing content costs (AI-driven VFX, rising talent expenses) • 📺 Re-acceleration of competition from Disn

$NFLX 20251212 96.0 PUT$ this put got assigned at $96. but will hold & sell covered call to earn premium income. no biggie

Someone educate me. I saw in news that Netflix bought Warner for few billions the reporting was shadowing it's a done thing. So how does this Paramount thingy happen. Did Netflix not buy Warner, and Paramount offer is higher means it is still undecided? 

Interesting fight for WBD by both NFLX and PSKY, especially with its political overtones. This issue will drag on for a long way into 2026, so get the popcorn ready! @KSR  @J1000  @JoeSu  @Luciferpsycho  @teechunhui  @TMC  @Kcyap  @ST Joyful  @BeatriceChau  

I think previous precedent exists to suggest this is worth watching, I predict a rise in Netflix purely on the speculation that once trumps bluster is debunked market confidence will increase in typical bullish intuition.

I have a post on $Netflix(NFLX)$ after it was announced that they have won the bid to buy Warner Bros. Click here ! for the details and help to Repost so more people will know ok, tks! It was supposed to have been out on Mon, 08 Dec 2025 but review team was allegedly so busy, they did not do their job, it until Tuesday. Much have taken place since composing original post on Sunday. For a start, NFLX stock price continued to pullback as investors weren’t keen with the company buying Warner Bros; despite the extensive catalog of intellectual property (IPs) owned by the media giant. On Mon, 08 Dec 2025, NFLX fell (again) by -3.44% to close at $96.79 per share. (see below) In fac

Extra, Extra. Read All About It. It is official. $Netflix(NFLX)$ has emerged victorious with what appears to be the highest & winning bid for $Warner Bros. Discovery(WBD)$. According to Deadline, NFLX will commence exclusive talks to finalize a deal. This caps a tumultuous day that saw $Paramount Skydance Corp(PSKY)$ move aggressively to counter the giant streamer and seal a deal of its own for WBD. According to sources, NFLX offered $27.75 a share for WBD, mostly in cash vs PSKY all-cash of $30 a share. Many believe this fast-moving auction is one that will reshape the entertainment landscape dramatically, locally in the US and globally. The Bidding War. WBD

$Netflix(NFLX)$ $Warner Bros. Discovery(WBD)$ $Paramount Skydance Corp(PSKY)$  📉 The Political Pendulum Has Turned Against $NFLX I have traded antitrust-choked deals for decades. Some die quietly in boardrooms. Some die on live microphones. This one just stepped into the spotlight. Trump publicly called out $NFLX’s $72B all-cash bid as a market share problem with 35%+ combined US streaming dominance. He also made it clear he will be involved in the decision. This is especially notable after Trump recently praised $NFLX co-CEO Ted Sarandos during an Oval Office visit. Meanwhile, son-in-law Jared Kushner is backing $PSKY’s rival bid, shifting political capital

$Paramount Skydance Corp(PSKY)$ launched an all-cash tender offer for $Warner Bros. Discovery(WBD)$ on Monday, proposing to buy all outstanding shares of WBD at USD 30 per share — disrupting the acquisition deal $Netflix(NFLX)$ announced last week.Last Friday, Netflix and WBD announced a binding agreement under which Netflix would acquire WBD’s studio business and HBO Max for USD 72 billion (enterprise value USD 82.7 billion).1. USD 30 vs. USD 27.75 — what’s the difference?Paramount’s proposal is to acquire the entire WBD, including all TV networks such as CNN, TBS, TNT, and others.Its all-cash offer gives WBD an enterprise value of USD 108.4 billion (including

$Netflix(NFLX)$ Streaming's savage showdown just escalated to empire-ending levels – Netflix's bombshell bid to snatch Warner Bros. Discovery at $27.75 per share in a cash-stock cocktail, valued at a whopping $70 billion, sent NFLX plunging 6.2% to $99 pre-market lows on December 7, 2025, before a partial rebound to $104.85 amid arbitrage frenzy and bundle buzz. This 12-18 month mega-merger isn't a mercy grab; it's Netflix's calculated conquest to fuse 280 million subs with HBO Max's 110 million, slashing churn with $15/month bundles and unleashing a content colossus packed with Succession, Dune, and Friends firepower. But as antitrust shadows loom and debt piles skyrocket to $112 billion, will this heist hemorrhage Netflix further into the red, o

Netflix Need A Few More Episodes Before The Plot Turns Bullish by Shivank Goswami Benzinga Contributor Follow Netflix (NASDAQ:NFLX)  has been at the center of market attention ever since it announced plans to acquire Warner Bros for $72 billion in equity value. What followed has been no less than a roller coaster move: first, reports of possible Justice Department intervention, and now Paramount's counteroffer of $108 billion, which has introduced a new layer of uncertainty into the deal. With all this unfolding, let's examine how Netflix is positioned under the Adhishthana principles and what the framework suggests for the stock going forward. Analysing Netflix Stock's Weekly Charts On the weekly timeframe, Netflix is currently in Phase 15, which places it in the middle of its Guna T

$Netflix(NFLX)$ Strap in, stream warriors – Netflix just plunged 5.9% to $103.96 on December 3, 2025, its steepest single-day slash since August's ad-tier jitters, all thanks to bombshell bids in a $70 billion three-way war for Warner Bros Discovery's crown jewels, including HBO Max. With revised offers flooding in from Netflix (mostly cash for studios and streaming), Paramount Skydance (all-cash for the lot), and Comcast (eyeing parts like HBO Max), this mega-merger mania could reshape the $200 billion streaming empire, bundling Netflix's 280 million subs with HBO's 110 million for cheaper bills and killer content combos. But as shares teeter near $100 amid insider sells and capex fears, is this the ultimate dip to snatch for a $150 rebound, or a

Mega-Merger Shock: Netflix Buys WBD at $27.75 — Is the $100 Crash a Gift or a Trap? 🚨📉 The streaming wars just went nuclear. In a move that completely rewrites the media landscape, Netflix ($NFLX) has announced an agreement to acquire Warner Bros. Discovery ($WBD) for $27.75 per share. The market’s reaction has been violent and immediate: WBD is surging toward the buyout price, while Netflix has been hammered, plummeting as low as $99 in pre-market action before finding a shaky floor. This isn't just a merger; it's a collision of two different business models. The question for every trader today is simple: Is the market overreacting to the dilution risk, or is Netflix catching a falling knife? Here is the deep-dive analysis on the trade of the year. 1️⃣ Why the Market Hated This (The NFLX

From my perspective, the $Netflix(NFLX)$   Netflix–Warner Bros. Discovery $Warner Bros. Discovery(WBD)$  deal is becoming less of a straightforward acquisition story and more of a political and regulatory battleground. Trump openly signaling antitrust concerns—and even hinting at personal involvement—immediately raises the probability of delays, concessions, or an outright block. When a transaction this large enters the political arena, uncertainty skyrockets, and markets tend to price that in quickly. At the same time, Paramount $Paramount(PGRE)$  stepping in with a $30-per-share cash offer for WBD adds anot

🌟🌟🌟The acquisition of$Warner Bros. Discovery(WBD)$  by $Netflix(NFLX)$  is less of a standard corporate transaction and more of a historic, all in bet by Netflix on the future of story telling.  Valued at an enormous USD 82.7 billion (including debt) the deal gives Netflix control over assets that are the very fabric of global entertainment, providing an unprecedented competitive advantage but also a substantial financial burden. Warner Brothers Vast Film Library and Iconic IPs Netflix is not just buying a studio, it is acquiring a century of cinematic history and an arsenal of intellectual property (IP).  This vast library is the

$Warner Bros. Discovery(WBD)$   Key Points Of Global Stock Market News Paramount-WBD Battle: Paramount launched a hostile $30-per-share all-cash tender offer for Warner Bros. Discovery, challenging Netflix’s accepted bid and setting up a high-stakes fight that could prompt counteroffers and legal battles as shareholders weigh value, control, and regulatory risk. U.S.-China Chip Shift: President Trump approved Nvidia’s H200 AI chip sales to “approved” Chinese customers in exchange for a 25% revenue share with the U.S. government, marking a significant shift in tech-trade policy and lifting semiconductor sentiment despite lingering geopolitical tensions. Middle East AI Momentum:

When I first saw the headline that Netflix $Netflix(NFLX)$   would acquire Warner Bros. Discovery at $27.75 per share, my immediate reaction was that this is one of the boldest bets Netflix has ever made. Strategically, it makes sense—WBD brings HBO, DC, CNN, and a massive content library that Netflix has always lacked. But integrations of this size are never smooth, and the market's knee-jerk reaction—a drop below $100 pre-market—shows investors are worried about execution risk, financing pressure, and short-term dilution. From my point of view, Netflix's correction is mostly about fear rather than fundamentals. Yes, the company will likely "bleed" in the short term: higher debt load, restructuring costs, and the challenge of