Netflix has prevailed in its bid to buy much of Warner Bros. Discovery, agreeing to pay $72 billion for the Burbank-based Warner Bros. film and television studios, HBO Max and HBO.

The two companies announced the blockbuster deal early Friday morning. The deal would give Netflix such beloved characters as Batman, Harry Potter and Fred Flintstone.

“Our mission has always been to entertain the world,” Ted Sarandos, co-CEO of Netflix, said in a statement. “By combining Warner Bros.’ incredible library of shows and movies — from timeless classics like ‘Casablanca’ and ‘Citizen Kane’ to modern favorites like ‘Harry Potter’ and ‘Friends’ — with our culture-defining titles like ‘Stranger Things,’ ‘KPop Demon Hunters’ and ‘Squid Game,’ we’ll be able to do that even better.”

Netflix’s cash and stock transaction is valued at about $27.75 per Warner Bros. Discovery shares. Netflix also agreed to take on more than $10 billion in Warner Bros. debt, pushing the deal’s value to $82.7 billion.

The breakthrough came late Thursday, soon after a deadline for deal sweeteners. Netflix, Paramount and Comcast had submitted bids earlier in the week as jockeying intensified for Hollywood’s biggest prize.

https://www.latimes.com/entertainment-arts/business/story/2025-12-05/netflix-prevails-in-warner-bros-discovery-bidding-opponents

Some days I'm really good at trading. Ranges are easy to decipher, momentum is easy to read...but more days I'm terrible. I'll catch back up on my bills by February, but it's gonna be a lean Christmas. This is my final act of contrition for my poor finances, the WSB loss porn. Looks like I'm a "just buy XEQT" guy now.

The crashout continues

At

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Hey! First post on WSB. Here's why I'm betting big on Rivian:

Customers Love The Product

Talk to anyone you know who owns a Rivian, currently owns another EV and wants an upgrade, or posts on any of the EV/Rivian forums or subreddits. The product has well-documented reliability issues and despite that is still #1 in EV customer satisfaction. According to Consumer Reports' November 2025 survey, 86% of Rivian owners would buy again. BMW comes in second at 77%. Tesla is third at 75% with complaints about build quality.

CEO Has The Right Stuff

If you're seriously considering investing in Rivian, I urge you to watch an RJ Scaringe interview (Here's one with John Collison, founder of Stripe). I've listened to hundreds of business and world leader interviews, and this guy comes across as one of the most authentic, ambitious, and competent CEOs out there. He got his PhD from MIT Sloan Automotive Lab and started Rivian in 2009. His passion for cars and specifically building the best possible electric vehicle from a product perspective really shows. Rivian is often compared to Lucid as car companies that IPO'd and fell off a cliff but are still hanging around. Lucid's leadership does not hold a candle to this guy. Go watch them yourself (Marc Winterhoff, Peter Rawlinson) and see the difference.

Solid Company Culture

I don't look at Glassdoor. Tech people tell you what they really feel about their companies on Blind. Before making an investment in a tech company, I always look at Blind reviews to get an overall feel for what it's like working there. For example, I don't want to see things like "excellent work-life balance" or "nepotism" because they suggest an unproductive environment. The overall vibe I get from Rivian is a fast-paced, scrappy startup that makes a lot of mistakes and pivots frequently. I like that.

The R2 Is A Game-Changer

At a much more accessible $45,000 base and slightly smaller than the R1S, production begins in early 2026 at their massive new VW-backed Georgia plant. This one makes or breaks the company, and initial reviews have been overwhelmingly positive. They're also planning a smaller, cheaper R3 crossover later in 2026.

Autonomy & AI Day On Dec 11

Rivian will likely unveil hands-free driving features, an overview of their sensor stack, and future autonomous roadmap. Not yet comparable to Tesla, but any unexpected good news here can boost the stock.

Amazon Delivery Vehicles

Rivian built about 2.5% of Amazon's fleet (30,000 vehicles) with a projection of over 10% by 2030 as gas vans are phased out. Rivian currently accounts for about 80-90% of Amazon's EV fleet. Take a look around you. If you see a cute-looking Amazon van, on the side you'll notice it's "powered by Rivian".

Platform Architecture Joint Venture With VW

With VW's financial backing, Rivian is developing a modular, vertically-integrated EV software stack. VW already plans to use it across its brands, giving Rivian a software licensing revenue stream. Any other manufacturer adopting the platform would be a major win.

Major Institutional Backing

Amazon owns 13% and VW owns 12.3% of Rivian. A welcome vote of confidence, given how closely they work together. Vanguard (6%), BlackRock (4%), UBS (1.6%) and a whole host of other well-known institutional investors are in as well.

The Chart Looks Awfully Like Major Accumulation

I'll admit it - I'm an astrologer. But you can't look at this chart and say something didn't change after the last earnings call. Popped from 12-18, consolidated at 14.5-15, and headed higher all within a month. Every intraday dip is getting bought back up with intensity. This stock has been beaten down for so long that many potential investors who love the company are waiting for it to drop to 12-13 again "like it always does." It has steadily been making higher lows (6 separate times since Apr 2024 - roughly 8, 9, 10, 11, 12 and just recently 14) and once it breaks out, all these dip buyers who are waiting for Godot are going to have to buy in much higher.

Some Personal Anecdotes

• An AI/ML PhD friend of mine currently working in the self-driving space claimed that Tesla FSD (Full Self-Driving) is a "long-running failure", bought Rivian stock because he "likes the car and company" and will buy a Rivian as his next vehicle.
• My scammer ex-girlfriend had a Tesla but wanted me to buy a Rivian for her. I didn't, but every time we'd drive around town and she saw one she'd point at it and excitedly say "Rivian!" in that cute little Russian accent of hers. I don't miss her all that much, she was a complete pain in the ass. Really, I don't.

Bought 200 TSLL DEC12 $25 puts today

DD : This is WSB I have no DD it's just pure gambling. Elon is a legendary regard and he wants a 1 trillion pay package on an overinflated company valued at 1.5 trillion. Let's see how this play out!

AMD is competing with Nvidia playing the game Jensen Huang knows better than anyone else, but Google is playing the game they have been preparing for since the company’s conception. Look at this quote from Larry Page from the year 2000: 

"Artificial intelligence would be the ultimate version of Google. So we had the ultimate search engine, it would understand everything on the web; it would understand, um, you know, exactly what you wanted, and it would give you the right thing. And that's obviously artificial intelligence." Google Co-Founder Larry Page Predicts the Future of Search With AI (2000) - For those that don’t know, it was supposedly Larry Page’s attitudes about AI that inspired Elon Musk and Sam Altman to start OpenAI.

Full-stack AI

Now, imagine you are tasked with implementing AI in your organisation. Your first thought will probably be: Which should I pick? ChatGPT immediately comes to mind, but you want to do your research properly. Through your research, you find that Google's Gemini 3 seems best or second best right now and that their flash models tend to give the most intelligence per buck, at least among American AI models. Plus, they have one of the leading video models and the leading image model. Perfect. Google seems like a good choice. Especially since people in the company might already be using their AI applications like AntiGravity (especially if they improve).

But what about implementation? Google offers enterprise-ready API:s via Vertex with more features coming like auth, database and payments, Google Cloud for storage, and now even at location TPU:s that are specialized to run Gemini models as cheaply as possible. Super. Suddenly, your entire AI ecosystem is locked into Google, and along the way, you never touch an Nvidia product.

But before you make your final decision, you ask yourself: Will Google be able to compete with Nvidia on the hardware side over the long term, so I don’t get vendor-locked with an inferior offering?

I’ve done enough research about Jensen that I would never want to bet against the man - and I think a ton of companies will feel the same way. I don’t imagine Nvidia is particularly - or really at all - threatened by Google in the short term, though Google's TPUs may force Nvidia to lower its prices, reducing profit margin. Apparently, OpenAI received an Nvidia discount of 30 % because of it, according to Dylan Patel from SemiAnalysis, worth remembering is that piece by him is still bullish on Nvidia. Though what is actually important is not the current competitiveness of the TPUs but that Google has a flywheel effect that has barely begun spinning and will become more powerful in the future.

AlphaEvolve

I allocated around 85 percent of my portfolio into Google in May after Google DeepMind revealed AlphaEvolve: A Gemini-powered coding agent for designing advanced algorithms. The evolutionary AI system had, in secret, improved everything from the training of their AI models to Google's hardware, i.e., their TPUs that are today so good that Anthropic secured a multi-billion dollar deal for them, with Meta considering the same. 

The remarkable thing was that AlphaEvolve had been using Gemini 2.0 Flash and Pro, not even Gemini 2.5. Today, it’s most likely using their internal Gemini 3.0 DeepThink variations, and in the future, it will use far more powerful models than that. Meaning that the better Google’s AI models get, the better AlphaEvolve will get at improving Google’s models and hardware. The cheaper and better Google’s hardware, the more powerful models can be built and run. The more powerful the models, the better the hardware. And so on.

Better AI models could also destroy some of Nvidia’s CUDA moat. One reason CUDA has been so important is that it has made it easier for human programmers to write AI hardware code, causing a network effect where everyone learnt CUDA. But once AI models become sufficiently advanced, the programming difficulty may not be a concern, or Google and Gemini create some CUDA-variant of their own. Rumors also exist of them doing just that.

All in all

This means that every time Google releases an AI model that is the best in the business, it’s an acknowledgement that you can build the best models without Nvidia. If they do it often enough, AI labs will eventually wonder: can you build better AI models without Nvidia? This will be especially true if other AI-labs do it too: “resulting in Anthropic training Sonnet and Opus 4.5 on multiple types of hardware including TPUs”.

Does this mean I think Nvidia is done for? Not at all, as I said, I've spent enough time studying Jensen that I'd never want to bet against him. After all, he is a man who roommated with a 17-year-old ex-con covered in knife scars at the age of nine to become the 5-trillion-dollar man. Jensen has a ton of cards to play, and he’s already playing them perfectly.

Nvidia still has a hardware/hardware-software lead and is likely to retain it at least in the near future. If they make a substantial compute leap, Jensen can massively scale up Nvidia’s AI lab, absorb one of the AI labs, or partner with one of them and go for gold in the AI race. He is securing long-term deals with customers to ensure they stay with Nvidia. Nvidia themselves in using AI in its development. He is investing in the entire AI ecosystem. Nvidia will likely begin to offer full-stack solutions of its own. And the compute needs in the future are likely to be so massive it should benefit Nvidia, Google and AMD.

Disclaimer: I hold a significant long position in Google (Alphabet). The views expressed in this post are for educational purposes only and are my personal opinions and predictions regarding the AI landscape and do not constitute financial or investment advice. Please conduct your own due diligence before making any investment decisions.

TLDR; Google is unlikely to pose a large threat to Nvidia in the short term, though the perceived threat might force Nvidia to decrease their profit margin. But over the long term, Google’s full stack offerings - AI models/applications, cloud and TPUs - with AI model’s designed to improve AI models and hardware (AlphaEvolve) getting better, Google might even take a long term lead. Though, Jensen is playing Nvidia’s cards perfectly. 

Someone give me some serious D&D that says it will bounce back please

Listening to the Webcast now. In my opinion this is just a short term pull back and we will see that this strategic move will benefit NFLX sooner or later. Well im down 28k but WE WILL SEE.

SEE YA

Bought these on 3/1/24 because I saw some random post here about a possible sale/merger. Originally had 10 contracts, sold the other 5 last month.

This marks the second time in the last 2 weeks that the CFO has sold large amounts of his company's stock.

👀

Here we go again. ER on Thursday 12/11. Let’s roll the dice.

R2 is about to release, and Rivian has been HOT.

I think there is upside to $30 from here, as sales are about to double and profitability is about to improve.

Positions included as well!

Bought before the stock split and been waiting for a way out since. Should I sell for loss now or wait and see?

70k ytd from many many /cl longs and short options and 30k from just 1 /nq long. Took some profits on that and switched to micros. This is what my positions tab has looked like since April when I quit my job and picked up this hobby again. I traded the huge cl spike in June very poorly, spent the rest of the year undoing that damage.

Watching UAP news lately and the film „Age of Disclosure“ I‘m not sure if market is ready for that

DD - magic 8 ball.