FuboTV's valuation looks ridiculous after its merger with Hulu Live TV: about $6.2B in pro-forma revenue, more than 6.2M subscribers with a live sports bundle and positive adjusted EBITDA, yet it trades at roughly 0.05-0.10x sales, the cheapest in its sector. Charts are catching up, with a clean daily breakout above moving averages and a weekly bottoming pattern at generational lows. Next targets are $12, then $15-22. x.com 

Disney's improved fundamentals against a compressed P/E make the shares a coiled spring. Revenue is climbing 5-10% yearly, net income rose from $2 billion to $12 billion, and margins expanded while the stock has not reached a new all-time high in six years. That is a six-year discount with sixfold better fundamentals. x.com 

Fubo's thesis is broken: the merger has not delivered as hoped, management has not shown the leadership or transparency needed, and the path to sustainable cash flow does not look strong enough to justify holding. Too many questions remain unanswered with too little execution to keep giving the stock time just because it is down; Uber and Netflix offer higher conviction. 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's stock has gone nowhere since 2015 even as the business grew substantially. Revenue doubled, its cruise fleet doubled from four to eight ships, Disney+ and Hulu became a streaming powerhouse, parks hit record revenue and attendance, and it broke the record for highest-grossing animated film three times. 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

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 

Disney is very likely to break below its 200-period moving average, opening a path to $40, with the fourth quarter of 2021 marking the peak. Streaming cancellations are skyrocketing, and people who can't afford groceries won't go to Disney parks either. x.com 

Netflix is solidifying its dominance as the secular winner of the streaming wars, using global scale to dismantle linear TV. With 325M+ subscribers, strong content drives a loop of more subscribers and revenue, while the ad tier expands its market with high-margin revenue. Projected 2026-2028 growth of 21% in operating income and 24% in EPS justifies a premium. High Conviction Overweight, $120 December 2026 target, about 30x 2027 EPS of $4.01. Risks: rising content spend, EU regulation. x.com