$DIS 0.59 Developing

Notable posts

• @wallstengine neutral 266 eng

  $AMC reported its highest U.S. attendance, admissions revenue and food & beverage revenue weekend of 2026, driven by $DIS Pixar’s Toy Story 5. U.S. food & beverage revenue was the highest for any weekend in more than a year.

  view on X →
• @wallstengine neutral 251 eng

  Disney $DIS is expanding its content licensing deal with Netflix $NFLX, sending both library titles and current-season shows to the platform on a nonexclusive basis. Titles include: • All five Ice Age films • Percy Jackson S1-2 • Will Trent S1-4 • Shifting Gears S1-2 • Tracker S1-3 internationally • Soul, Elio and Raya and the Last Dragon • Felicity, Revenge and Army Wives Disney is also using some of the Netflix windows as promotion ahead of new Disney+ seasons and theatrical releases. The titles currently on Disney+ and Hulu will remain there.

  view on X →
• @antibearthesis neutral 110 eng

  $AMZN, $GOOGL, $DIS & $AAPL all started in a garage. I think about this often. https://t.co/GqJmjrUP4S

  view on X →
• @WOLF_Financial neutral 105 eng

  HERE ARE AMERICA'S 🇺🇸 50 LARGEST COMPANIES BY REVENUE IN 2026 RETAIL: 👑 Amazon $AMZN: $717B Walmart $WMT: $713B Costco $COST: $275B Home Depot $HD: $165B Walgreens: $148B Kroger $KR: $148B Target $TGT: $105B Lowe's $LOW: $86B HEALTH CARE: UnitedHealth $UNH: $448B McKesson $MCK: $403B CVS Health $CVS: $402B Cencora $COR: $321B Cigna $CI: $275B Cardinal Health $CAH: $223B Elevance Health $ELV: $199B Centene $CNC: $195B Humana $HUM: $130B Johnson & Johnson $JNJ: $94B TECHNOLOGY: Apple $AAPL: $416B Alphabet $GOOGL: $403B Microsoft $MSFT: $282B Meta $META: $201B NVIDIA $NVDA: $216B Dell $DELL: $114B FINANCIALS: Berkshire Hathaway $BRK: $371B JPMorgan Chase $JPM: $182B Fannie Mae: $153B StoneX $SNEX: $132B Freddie Mac: $122B Bank of America $BAC: $113B State Farm: $123B Progressive $PGR: $88B AUTOMOTIVE: ExxonMobil $XOM: $332B Ford $F: $187B GM $GM: $185B Tesla $TSLA: $95B ENERGY: Chevron $CVX: $189B Marathon $MPC: $133B Phillips 66 $PSX: $132B Valero $VLO: $123B Energy Transfer $ET: $86B MEDIA & TELECOM: Verizon $VZ: $138B AT&T $T: $126B Comcast $CMCSA: $124B Walt Disney $DIS: $94B INDUSTRIALS & LOGISTICS: PepsiCo $PEP: $94B Boeing $BA: $90B UPS $UPS: $89B RTX $RTX: $89B FedEx $FDX: $88B

  view on X →
• @amitisinvesting mixed 103 eng

  Some thoughts on 13F season disclosures that we got… First, the top 10 names that were bought in Q2 across the largest funds: $MSFT, $META, $V, $AMZN, $BRK.B, $SPGI, $GOOG, $DIS, $COF, $TMO It is obvious that the blue chip companies and Mag 7 names continue to be preferred by larger investors over the semiconductor names. Four of the top 10 stocks bought were Mag 7s. While the semiconductor names are getting a bid, they are getting it from the David Teppers, Brad Gerstners, and Chase Colemans of the world. The larger funds that aren’t as aggressive are just buying discounts on some of the highest quality businesses like Visa, Amazon, Meta, and Microsoft. $UBER got some big buys. Ackman added to his position by 14%, Tepper added to his by 21%, and Terry Smith bought 8M shares. $GOOGL was the most heavily sold Mag 7. While it was in the top 10 most bought stocks, that was because of concentration vs number of funds. 26 larger funds reduced their position while only 4 added to it, but the ones who added did so heavily. Berkshire increased their stake by 45%. $SPCX had some heavy buyers but it seems like many of these funds had existing xAI positions, like Nvidia and AMD, and they didn’t sell in Q2 but they didn’t freshly buy on the open market. $MU and $SNDK were not super present across disclosures. Tepper sold 40% of his position. Brad Gerstner added 209K shares. $TSM, $AMZN, and $NVDA continued to be very strong large caps that either got a decent amount of buying or holds across portfolios with few sells. Peter Thiel disclosed a $418M portfolio with 72% of the names allocated to energy which might end up being the next bottleneck that gets significant buyers. His positions: $AMZN, $VIST, $VST, $AEP, $DTE, $FE, $CMS, and $XE. Overall, it seems like the bias has been around buying large caps with sustainable earnings growth over smaller growth stocks. Financials are not really showing up either, neither is healthcare, but the market is broadening to them. Tech continues to dominate. The S&P is at all time highs so obviously there is significant buying over selling but the question now is, at what point do many of these funds allocate outside of tech or do they continue to double down on the discount that blue chips and Mag 7s are seeing vs the semi names that had a hard July but still trade at much higher multiples vs the rest of the market. To be honest, $UBER is the most compelling to me from these disclosures. It has been stuck for literally 2 years, the FCF is growing massively, and the big guys are buying in heavily. Are there any names disclosed that you are starting to get interested in?

  view on X →
• @wallstengine neutral 77 eng

  DISNEY $DIS IS RAISING STREAMING PRICES New monthly pricing: Disney+ ad-free: $21.49, up $2.50 (+13%) Disney+ & Hulu ad-free bundle: $21.99, up $2 Disney+ or Hulu with ads: $12.49, up $0.50 Disney+ & Hulu with ads bundle: $12.99, unchanged So basically, you can get both Disney+ and Hulu with ads for just $0.50 more than either standalone plan.

  view on X →
• @faststocknewss neutral 60 eng

  TOY STORY 5 OPENS TO $160M DOMESTIC, FRANCHISE RECORD Disney $DIS and Pixar's fifth installment topped the franchise's prior opening record, Toy Story 4's $120.9M in 2019, per Rentrak. • Domestic opening: $160M • International: $152M • Global three-day: $312M Second-biggest animated opening ever, behind Incredibles 2's $182.7M in 2018. IMAX $IMAX reported $11.5M domestic and $18.4M global. The Toy Story series has now grossed over $3B worldwide since 1995, with two films above $1B each.

  view on X →
• @faststocknewss neutral 48 eng

  DISNEY $DIS SIGNS GLOBAL POKEMON DISTRIBUTION DEAL FOR DISNEY+ Disney+ announced a global distribution agreement with The Pokemon Company International. Terms were not disclosed. The deal includes a new stop-motion series, "Pokemon Tales: The Misadventures of Sirfetch'd & Pichu," debuting on Disney XD and Disney+ in 2027. Pokemon animated content previously ran on Disney XD in the US under a multi-year deal signed in 2016. The Pokemon Company International is jointly owned by Nintendo, Game Freak and Creatures.

  view on X →