Offshore
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App Economy Insights
Netflix acquires Warner Bros.
Studios + Streaming (HBO).
$72B deal financed with $59B of debt.
$2-to-3B of annual cost savings by year 3.
IP roster they just unlocked:
⚡️ Harry Potter
🦇 DC Universe
🐉 Game of Thrones
💍 Lord of the Rings (film rights)
☕️ Friends
⚛️ The Big Bang Theory
🐰 Looney Tunes
💊 The Matrix
🦍 Monsterverse (Godzilla x Kong)
📺 Succession, The White Lotus, Euphoria
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Netflix acquires Warner Bros.
Studios + Streaming (HBO).
$72B deal financed with $59B of debt.
$2-to-3B of annual cost savings by year 3.
IP roster they just unlocked:
⚡️ Harry Potter
🦇 DC Universe
🐉 Game of Thrones
💍 Lord of the Rings (film rights)
☕️ Friends
⚛️ The Big Bang Theory
🐰 Looney Tunes
💊 The Matrix
🦍 Monsterverse (Godzilla x Kong)
📺 Succession, The White Lotus, Euphoria
tweet
Offshore
Photo
App Economy Insights
Netflix bought HBO so that HBO could finally become Netflix.
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Netflix bought HBO so that HBO could finally become Netflix.
Today, Netflix announced our acquisition of Warner Bros. Together, we’ll define the next century of storytelling, creating an extraordinary entertainment offering for audiences everywhere. https://t.co/rXPFMNIs1A https://t.co/0pdsMUEob8 tweet
Offshore
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EndGame Macro
Inside The U.S. National Security Strategy
When you sit with the 2025 National Security Strategy, what stands out isn’t the confident tone, it’s the urgency underneath it. The whole thing reads like a country bracing for a decade that won’t look anything like the last one. There’s a steady, almost nervous drumbeat…economic strength, industrial capacity, and technological control aren’t luxuries anymore; they’re the foundations of national survival. And whenever a government starts calling domestic production, supply chains, and social cohesion security issues, it’s signaling that it expects pressure coming from every angle.
The Economic Layer They Don’t Want to Out
The strategy keeps returning to reindustrialization, energy dominance, critical minerals, and secure supply chains. That’s an admission. Countries don’t obsess over making everything at home unless the old global system is cracking. The U.S. is preparing for a world where you can’t rely on foreign suppliers, friendly shipping lanes, or stable partners to keep the economy running. The subtext is clear that economic fragility is now a strategic vulnerability.
What’s more interesting is how tightly they connect economic stability to social stability. Jobs, manufacturing, migration, morale, all framed as part of the same front. When a strategy merges internal health and external power into one continuous battlefield, it’s because the home front no longer feels naturally stable.
A Military Posture Shift in Disguise
The document makes a big show of deterrence, but the subtle shift is the U.S. quietly handing more responsibility to allies. Not because it wants to but because it has to. The Pentagon knows it can’t sustain dominance across Europe, the Middle East, and the Pacific while simultaneously preparing for tech driven conflict. So the NSS dresses necessity up as partnership, but the signal is obvious that this is the beginning of a more distributed security architecture.
There’s also a faint but unmistakable revival of a Monroe Doctrine mindset in the Western Hemisphere. When a national strategy starts talking about hemispheric influence again, it means Washington expects real competition in its own backyard.
The Digital Architecture Is the Tell
The section on AI, cyber operations, and real time attribution is the quiet centerpiece of the entire strategy. The government is building a unified digital security system, one that sits across financial rails, information networks, identity systems, and critical infrastructure. And while it’s framed as defense against foreign threats, these tools are inherently dual use. In a crisis, the same mechanisms designed to catch foreign adversaries can be turned inward, sometimes by design, sometimes by inertia.
That’s how every modern security state evolves where the tools grow faster than the boundaries around them.
What Really Feels Out of Place
The cultural and civic language is the strangest part. National security documents don’t usually talk about civilizational confidence, demographic renewal, or rebuilding national purpose. That only appears when a government sees domestic fragmentation as a strategic risk. Once that door opens, the line between protecting the nation and managing the population gets thinner than people realize.
My Read
This strategy is preparing for a world defined by fractured supply chains, currency competition, digital governance, and a return to great power pressure. It’s not predicting collapse, it’s predicting turbulence. And everything in the document points toward the same idea that the U.S. expects sustained stress across economic, technological, geopolitical, and social fronts.
The U.S. is building for a decade where power comes from production, energy, and digital control not diplomacy alone. The strategy is a warning wrapped in careful language.
https://t.co/YQEgtumGqB
tweet
Inside The U.S. National Security Strategy
When you sit with the 2025 National Security Strategy, what stands out isn’t the confident tone, it’s the urgency underneath it. The whole thing reads like a country bracing for a decade that won’t look anything like the last one. There’s a steady, almost nervous drumbeat…economic strength, industrial capacity, and technological control aren’t luxuries anymore; they’re the foundations of national survival. And whenever a government starts calling domestic production, supply chains, and social cohesion security issues, it’s signaling that it expects pressure coming from every angle.
The Economic Layer They Don’t Want to Out
The strategy keeps returning to reindustrialization, energy dominance, critical minerals, and secure supply chains. That’s an admission. Countries don’t obsess over making everything at home unless the old global system is cracking. The U.S. is preparing for a world where you can’t rely on foreign suppliers, friendly shipping lanes, or stable partners to keep the economy running. The subtext is clear that economic fragility is now a strategic vulnerability.
What’s more interesting is how tightly they connect economic stability to social stability. Jobs, manufacturing, migration, morale, all framed as part of the same front. When a strategy merges internal health and external power into one continuous battlefield, it’s because the home front no longer feels naturally stable.
A Military Posture Shift in Disguise
The document makes a big show of deterrence, but the subtle shift is the U.S. quietly handing more responsibility to allies. Not because it wants to but because it has to. The Pentagon knows it can’t sustain dominance across Europe, the Middle East, and the Pacific while simultaneously preparing for tech driven conflict. So the NSS dresses necessity up as partnership, but the signal is obvious that this is the beginning of a more distributed security architecture.
There’s also a faint but unmistakable revival of a Monroe Doctrine mindset in the Western Hemisphere. When a national strategy starts talking about hemispheric influence again, it means Washington expects real competition in its own backyard.
The Digital Architecture Is the Tell
The section on AI, cyber operations, and real time attribution is the quiet centerpiece of the entire strategy. The government is building a unified digital security system, one that sits across financial rails, information networks, identity systems, and critical infrastructure. And while it’s framed as defense against foreign threats, these tools are inherently dual use. In a crisis, the same mechanisms designed to catch foreign adversaries can be turned inward, sometimes by design, sometimes by inertia.
That’s how every modern security state evolves where the tools grow faster than the boundaries around them.
What Really Feels Out of Place
The cultural and civic language is the strangest part. National security documents don’t usually talk about civilizational confidence, demographic renewal, or rebuilding national purpose. That only appears when a government sees domestic fragmentation as a strategic risk. Once that door opens, the line between protecting the nation and managing the population gets thinner than people realize.
My Read
This strategy is preparing for a world defined by fractured supply chains, currency competition, digital governance, and a return to great power pressure. It’s not predicting collapse, it’s predicting turbulence. And everything in the document points toward the same idea that the U.S. expects sustained stress across economic, technological, geopolitical, and social fronts.
The U.S. is building for a decade where power comes from production, energy, and digital control not diplomacy alone. The strategy is a warning wrapped in careful language.
https://t.co/YQEgtumGqB
tweet
Offshore
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App Economy Insights
Did you follow the big stories this week?
🥽 $META Meta slashes the Metaverse
📶 $MRVL Marvell bets $3B on Celestial AI
☁️ $CRM Salesforce proves agents are real
See the charts & full breakdown 👇
https://t.co/UqmEmlEdzS
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Did you follow the big stories this week?
🥽 $META Meta slashes the Metaverse
📶 $MRVL Marvell bets $3B on Celestial AI
☁️ $CRM Salesforce proves agents are real
See the charts & full breakdown 👇
https://t.co/UqmEmlEdzS
tweet
Offshore
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Fiscal.ai
Netflix $NFLX is buying Warner Bros Discovery $WBD for a total Enterprise Value of $82.7 billion.
That's ~25x Warner Bros CY EBITDA.
Netflix will be taking on $60.7 billion in debt to finance the deal.
Is this a good move for Netflix? https://t.co/ubNMc837kr
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Netflix $NFLX is buying Warner Bros Discovery $WBD for a total Enterprise Value of $82.7 billion.
That's ~25x Warner Bros CY EBITDA.
Netflix will be taking on $60.7 billion in debt to finance the deal.
Is this a good move for Netflix? https://t.co/ubNMc837kr
tweet
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WealthyReadings
I just publised a detailed review of the crypto market and on how to catch the coming bounce on four different assets, with a clear argumentation and buying plan.
Link's in bio.
$BMNR $MSTR $BTC $ETH https://t.co/iXgLKLJo4I
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I just publised a detailed review of the crypto market and on how to catch the coming bounce on four different assets, with a clear argumentation and buying plan.
Link's in bio.
$BMNR $MSTR $BTC $ETH https://t.co/iXgLKLJo4I
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Offshore
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WealthyReadings
$NFLX just bought a major competitor and some of the most watched global licenses around the globe.
On top of already being the most influential and demanded streaming platform with a growing user base and strong cash generation.
And the market is selling. Wild. https://t.co/N3ase7mlCh
tweet
$NFLX just bought a major competitor and some of the most watched global licenses around the globe.
On top of already being the most influential and demanded streaming platform with a growing user base and strong cash generation.
And the market is selling. Wild. https://t.co/N3ase7mlCh
tweet
WealthyReadings
My problem today is that I can find too many great setups in the market.
$TMDX = flawless.
$BTC / $ETH = bottom vibes.
$KWEB & $BABA = textbook retest.
$ALAB & $NBIS = uptrend reclaim.
$SLB & $HAL = ripping new highs.
$LULU & $NKE = breaking out.
& tons of names still below my buy levels.
Can't catch them all.
tweet
My problem today is that I can find too many great setups in the market.
$TMDX = flawless.
$BTC / $ETH = bottom vibes.
$KWEB & $BABA = textbook retest.
$ALAB & $NBIS = uptrend reclaim.
$SLB & $HAL = ripping new highs.
$LULU & $NKE = breaking out.
& tons of names still below my buy levels.
Can't catch them all.
tweet
Offshore
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WealthyReadings
934 views. Six months ago.
Since, $DG is up 44% and $DLTR 45%.
No one cared. Because they aren't the next big thing.
But money isn't always made on the next big thing.
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934 views. Six months ago.
Since, $DG is up 44% and $DLTR 45%.
No one cared. Because they aren't the next big thing.
But money isn't always made on the next big thing.
$DG & $DLTR are consumer discretionary business & received lots of liquidity lately.
Why? Fundamentals are getting better? Not really.
The market anticipates they will as uncertainty & fears a recession grows.
Price action is starting to move, things are starting to shape.
The market is a machine to anticipate. Keep an eye on where liquidity goes. tweet
AkhenOsiris
$U
Wells Fargo Upgrades to Overweight, target to $51 from $42
"We upgrade Unity to O/W on 1) favorable industry backdrop in 2026 and 2) direct exposure to the direct payments migration w/'Unity Commerce'. We raise FY26 grow segment rev growth to +17% y/y from +14% prior on faster industry growth. Unity announced 'Unity Commerce' 10/22 to facilitate the transition from app store to direct payments. We see U as well positioned vs. incumbents Xsolla, Appcharge & Aghanim. Now modeling $55M 2027 Unity Commerce revs, 8% upside vs our prior Create segment revs."
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$U
Wells Fargo Upgrades to Overweight, target to $51 from $42
"We upgrade Unity to O/W on 1) favorable industry backdrop in 2026 and 2) direct exposure to the direct payments migration w/'Unity Commerce'. We raise FY26 grow segment rev growth to +17% y/y from +14% prior on faster industry growth. Unity announced 'Unity Commerce' 10/22 to facilitate the transition from app store to direct payments. We see U as well positioned vs. incumbents Xsolla, Appcharge & Aghanim. Now modeling $55M 2027 Unity Commerce revs, 8% upside vs our prior Create segment revs."
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