amit
2025.12.05 15:56

$Netflix(NFLX.US) deal seems really good for them…

they would be getting timeless, evergreen content

Game of Thrones, Friends, Batman movies…

Question is if the regulators allow it, if they don’t, there’s a $6B breakup fee

hard to imagine $Netflix(NFLX.US) got into this and agreed to that fee without thinking they could get the job done

potential 2026 long?

Source: amit

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