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

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

⚠️ 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

$Paramount Skydance Corp(PSKY)$ 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 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

$Netflix(NFLX)$ $Warner Bros. Discovery(WBD)$ $Paramount Skydance Corp(PSKY)$  📉 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

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

$Warner Bros. Discovery(WBD)$   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:

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

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? 

🌟🌟🌟Paramount Skydance $Paramount Skydance Corp(PSKY)$ has launched a hostile bid to buy $Warner Bros. Discovery(WBD)$  with an all cash USD 30 per share offer.    This is even better than Netflix's offer of USD 27.75 which includes USD 23.25 in cash and USD 4.50 in Netflix stock. Why Paramount's Offer Is Better? 1.  Higher price and Certainty:  Paramount's all cash bid of USD 30 per share is a clear , higher valuation than Netflix's cash and stock offer of USD 27.75.  The all cash nature removes the risk associated with potential fluctuations in Netflix's share price before the deal closes . 2.  Lower Regulatory Hurdles: The Netfl

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  

$Warner Bros. Discovery(WBD)$   Paramount Escalates Battle for WBD With Hostile $30 Cash Offer Paramount intensified its bid to acquire Warner Bros. Discovery, launching a hostile all-cash tender offer at $30 per share above Netflix’s previously accepted $27.75 cash-and-stock deal. Backed by $41 billion in equity financing and $54 billion in debt commitments, the offer sets up a high-stakes contest that could prompt a counter-move from Netflix. WBD’s board reaffirmed support for its agreement with Netflix but will review Paramount’s proposal, which some analysts say could gain shareholder traction. A prolonged fight may lead to legal challenges, while questions around regulatory approval and deal synergies add f

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.

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

WBD trades more like a deal-option now. The offer price caps upside, yet hostile bids keep a risk premium alive. If a higher offer appears, the stock can reprice quickly, but any regulatory setback may drag it back to pre-rumour levels. Between strategies, a call spread fits better. It keeps risk defined while giving exposure to a possible bid increase. An iron condor is harder to justify because takeover news can break any range overnight. For Netflix, the dip is tempting only if one believes the antitrust noise will fade. Fundamentals are solid, but political scrutiny can weigh on sentiment. A staggered entry or patience may offer safer risk-reward than buying immediately.

Regulatory pressure has become the central variable in the Netflix–Warner Bros. situation. Trump’s comments highlight that any US$72 billion bid faces a steep antitrust hurdle, because a Netflix–WBD combination would concentrate both content and distribution power. Even if the economics look attractive, the political overhang creates significant execution risk. That limits near-term bullishness for Netflix, since a large deal with uncertain approval typically weighs on sentiment. Paramount’s proposal to acquire Warner Bros. Discovery at US$30 per share is more straightforward. A cash offer places a floor under WBD’s valuation and signals that industry consolidation interest remains strong. The key question is whether WBD’s board views Paramount’s price as credible and whether competing bid

From my view, the $Paramount(PGRE)$ – $Netflix(NFLX)$ battle for $Warner Bros. Discovery(WBD)$ is now driven as much by politics as valuation. Paramount’s USD 30 all-cash bid values the full WBD empire higher, while Netflix’s mixed cash-stock offer faces more regulatory pushback. With WBD trading above USD 27.75, the market is clearly expecting either a higher bid or a longer fight. For trading, Netflix feels like an event-driven name now. With slowing growth and a huge acquisition uncertaint