D-BOX Technologies should benefit from recovering cinema attendance: per Unusual Whales, AMC Entertainment saw its highest May attendance since 2019. x.com 

AMC is the biggest laggard among Robinhood ecosystem plays but still has a solid narrative that can eventually move alongside the Robinhood and GameStop story. The copycat tokens that weighed on it recently have died out. x.com 

AMC Entertainment has burned its retail shareholders for years on end, yet people keep playing the game. The latest example, per @Ryan__Rigg: AMC priced a $200 million registered direct offering of 95.25 million new shares, mainly to redeem its $125.5 million of 6.125% senior subordinated notes due 2027. x.com 

Netflix's control of its own content keeps growth avenues open even as quality and popularity ebb and flow. Production is costly, but being able to make more is hugely underrated. YouTube pays creators more than double what Netflix spends; its content is not free. Ads need time to gain traction, with live sports where they should prove their worth. Solid earnings outweigh weak short-term guidance; Netflix should become one of Wall Street's hottest stocks again, with targets well into the $150s. … Show more

Netflix's problems are solvable while it prints money, making the stock a bargain at this price with a huge moat and great franchise. Its strategy should include more movies in theaters, sports only at a reasonable cost, a fixed ad business, and buying Take-Two to own a game studio and IP; GTA6 is a huge opportunity to connect with younger viewers and run ads in-game. x.com  x.com 

Reading International looks like the least crazy speculative bet it has ever been, with all the talk of movie theaters selling out. x.com 

Disney looks like a dead stock walking as it raises streaming prices again on a service with little to no new content and many more commercials. Subscribers seem unlikely to keep paying, which is probably why management stopped reporting subscriber numbers. x.com 

Disney is a dog with fleas. Absurdly high theme-park prices face demand elasticity as a weakening consumer in a K-shaped economy pulls back. Its movie lineup is dated, with live-action Moana joining Snow White as box-office bombs; its balance sheet carries heavy debt from poorly conceived acquisitions that could curb park spending; and AI threatens several businesses. There is a price for everything: below $90, reward versus risk turns favorable. x.com  x.com 

Consumer-facing stocks remain vulnerable as even middle and upper-middle income shoppers pull back. Dave & Buster's fell 15% on ongoing "entertainment weakness", dragging the sector including Texas Roadhouse. Dollar General said at a Goldman conference that customers across income cohorts are somewhat distressed, with middle to upper-middle shoppers acting like lower-income ones. Diesel near $7 and gasoline near $4.50 add about $700M a day in fuel costs versus a year ago. x.com  x.com  x.com  x.com  … Show more

Red Robin's turnaround is unproven, with the stock back at IPO prices from over 20 years ago after its growth story collapsed. Reports cite bad executive decisions and a refusal to correct course, though it now shows signs of a turnaround. Technically, its prior long-term support line could flip to resistance; the bigger signal is whether margins and foot traffic, both in collapse, can re-accelerate. x.com