taobanker
App Builder
AMC could be developing into a turnaround as moviegoing revives. A slate of big releases this year, including Spider-Man: Brand New Day, Dune, Doomsday, Endgame Encore and Hunger Games, supports a recovery for the beaten-down, sub-$10 stock. x.com
Jan Zuazo Pfingsten
Thematic Investor, Physical Scarcity & AI Infrastructure, Primary-Source Research
IMAX earnings could crush expectations as audiences seek IMAX showings of The Odyssey and, later this year, Dune. Only about 35 IMAX 70mm cinemas exist worldwide, but laser IMAX screens are abundant, leaving plenty of capacity for that demand. It looks like a possible social-arbitrage trade at $39 a share. x.com