Скачать или смотреть A Love Triangle Story: NFLX Warner Bros. Acquisition

The biggest catalyst in my Netflix bull case? The massive Warner Bros. acquisition!
Netflix's $82.7B deal (Dec 5) grabs Warner studios, HBO, HBO Max, and epic IP like Harry Potter, DC, Game of Thrones.
If it closes (Q3 2026), it supercharges the content moat, adds prestige HBO, and combines for over 420M subs worldwide.
Paramount Skydance's hostile counter-bid (amended with Larry Ellison's guarantee) adds drama and volatility... but Warner's board keeps backing Netflix as the superior partner for growth and theatricals.
Antitrust is the big hurdle, but success makes Netflix the undisputed entertainment leader – deeper IP, better retention, huge synergies ahead!
That's why NFLX is my largest holding. Bullish long-term! 🚀

Gameplay Footage: Marvel Rivals playing as Iron Man.

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