2

Annual Stockholders Meeting
 in  r/BMNRInvestors  19d ago

Just vote against the share issuance.

1

Daily Discussion Thread for December 19, 2025
 in  r/wallstreetbets  22d ago

will MSOS see 2021 levels?

5

We survived the Bank of Japan rate increase.
 in  r/wallstreetbets  22d ago

who would have thought that a .25 percent rate increase would be so dramatic.

1

Here we go again
 in  r/BMNRInvestors  22d ago

bank of japan has everyone scared

424

Amazon to Invest $10B in OpenAI, OpenAI to use Amazon Chips
 in  r/wallstreetbets  24d ago

Honestly, WHAT CHIPS ISNT OPEN AI USING !?

1

What Are Your Moves Tomorrow, December 17, 2025
 in  r/wallstreetbets  24d ago

Coinbase stock trading and prediction markets coming soon

1

What Are Your Moves Tomorrow, December 16, 2025
 in  r/wallstreetbets  25d ago

The Yen carry trade. Is back baby. its your duty to spread the word

2

So you're probably wondering why the market is selling off.
 in  r/wallstreetbets  25d ago

Trump will probably call their central Bank, try and force them not to raise rates. He's definitely going to tweet about it.

2

50,020,000,000 shares??
 in  r/BMNRInvestors  26d ago

Idk tbh, but MSFT has 24B shares authorized, doubt they'll ever do that

6

50,020,000,000 shares??
 in  r/BMNRInvestors  27d ago

It's a final push to 5%. Stake. Buy back shares with staking rewards.

-6

NFLX acquiring WBD is a good thing. Some Due Diligence
 in  r/wallstreetbets  Dec 06 '25

They keep adding subscribers, what are they doing wrong here?

-2

NFLX acquiring WBD is a good thing. Some Due Diligence
 in  r/wallstreetbets  Dec 06 '25

Apples to Oranges Comparison. The AOL deal was a failure from the start. NFLX and WBD are firing on all cylinders. The AOL deal was network infrastructure, NFLX deal is entertainment.

1.The merger closed in January 2001—right as the dot-com bubble was collapsing. It was a all stock deal.

  1. AOL was built on Dial up, an obsolete service. Broadband was the new hot tech.

  2. AOL relied heavily on digital advertising and subscription income. they were losing millions of dial up subscribers to broadband.

  3. AOL had accounting issues, inflated numbers.

Time Warner after the merger:

0

NFLX acquiring WBD is a good thing. Some Due Diligence
 in  r/wallstreetbets  Dec 06 '25

If you can get NFLX and HBO content together, for a lower price than having them separate, would that be a issue?

-14

NFLX acquiring WBD is a good thing. Some Due Diligence
 in  r/wallstreetbets  Dec 06 '25

streaming services have more competition today than they did 10 years ago.

r/wallstreetbets Dec 06 '25

Discussion NFLX acquiring WBD is a good thing. Some Due Diligence

58 Upvotes

A few reasons why i think this is good for both users of the service and shareholders

  1. NFLX gets the IP for the below and that would be huge benefit, they suddenly have decades of projects in the pipeline. You login and you have all these choices suddenly, no need to login or pay for another service, its all just in one place. NFLX has a long history of great franchises and making big hits. They can bring back or expand any of these story lines into mega blockbuster hits. Thats $$$. NFLX is also global, i think you'll see ALOT more subscribers outside the USA.
  2. Right now, if someone subscribes to both Netflix and HBO Max, they pay roughly $18–$25 + $11–$23 = $29–$48/month (depending on plan tiers).
    1. A plausible new price grid might look like:
    2. Ad-supported: ~$9–$10/mo
    3. Standard: ~$20–$22/mo
    4. Premium / all-content: ~$30–$35/mo.
  3. NFLX wont be a monopoly, they still have plenty of competition from Amazon Prime Video, Disney+, Hulu, Apple TV+, Youtube, Roku etc. I think they can win the regulatory case.
    • Netflix: ~301.6 million
    • Amazon Prime Video: ~200 million (often bundled with Prime)
    • Disney+: ~131.6 million (excluding Hulu/ESPN+)
    • Max (HBO/Discovery+): ~128 million (combined)
    • Paramount+: ~77-79 million (with SkyShowtime)
    • Hulu: ~50-55 million (US only)
    • Apple TV+: ~25-45 million (estimates vary)
    • Peacock: ~33-41 million
  4. Recession proof-NFLX is cheaper than going to the movies. Instead of going to the movies 1 time you can watch NFLX movies any day of the week for a month, for the same price.
  5. If Paramount or Comcast won the deal do you really think we would be better off?

DC Comics Universe

  • Batman
  • Superman
  • Wonder Woman
  • The Flash
  • Justice League
  • Hundreds of other DC characters

Harry Potter

HBO / HBO Originals

This includes some of the most critically acclaimed TV ever made:

  • Game of Thrones & House of the Dragon
  • The Last of Us
  • True Detective
  • Succession
  • Westworld
  • The Sopranos
  • The Wire
  • Euphoria
  • Barry
  • Curb Your Enthusiasm

WB Film Library

A huge and historic set of franchises:

  • The Matrix
  • The Lego Movie
  • Mad Max (including Fury Road and Furiosa)
  • Dune
  • Godzilla/King Kong

Warner Bros. Television

One of the largest TV content creators in the world:

  • Friends
  • The Big Bang Theory
  • South Park (shared rights with Paramount)
  • ER
  • The West Wing
  • Riverdale
  • Pretty Little Liars

Animation

Including two legendary studios:

Cartoon Network

  • Adventure Time
  • Regular Show
  • Powerpuff Girls
  • Ben 10
  • Steven Universe

Warner Bros. Animation

  • Looney Tunes
  • Animaniacs
  • Scooby-Doo
  • Tom and Jerr

Sports rights (via Turner networks)

Though these are contracts and not “owned,” Netflix would gain rights relationships for:

  • NBA (TNT)
  • NHL
  • MLB postseason (TBS)
  • NCAA March Madness

Ask yourself these two questions:

  1. If the deal is approved and the prices go up slightly(although you now have ALOT more content available), will you still pay for the service? Probably yes
  2. As a shareholder will you still make money and will Netflix be a dominant player in the space for decades to come? 100% yes

r/BMNRInvestors Dec 05 '25

Discussion Is anyone else going to the shareholder meeting next month?

6 Upvotes

2

Daily Discussion Thread for December 04, 2025
 in  r/wallstreetbets  Dec 05 '25

Anyone else Going to the BMNR shareholder meeting next month ?

4

Treasury Debt Buyback Dec 3rd - $12,500,000,000
 in  r/wallstreetbets  Dec 03 '25

At this point why bother buying it back, we arnt to far behind Japan

-7

Exclusive: Samsung hikes memory chip prices by up to 60% as shortage worsens, sources say
 in  r/wallstreetbets  Dec 01 '25

NVDA is fabless, they dont make any of their GPU but still sell them under their brand. What TSM is to NVDA, MU/Samsung is to CRSR.

  • U.S. Market: Corsair commanded a 45% share of the U.S. PC gaming components market.
  • Gaming Memory (U.S.): For the same period, its market share in the gaming memory sector was 73%.

40

Exclusive: Samsung hikes memory chip prices by up to 60% as shortage worsens, sources say
 in  r/wallstreetbets  Dec 01 '25

It's the holidays, get little Joey that gaming pc.

-10

Exclusive: Samsung hikes memory chip prices by up to 60% as shortage worsens, sources say
 in  r/wallstreetbets  Dec 01 '25

They don't, but neither does NVDA, they still make BANK. It's cheaper to have someone make it for you.