$FOXA 0.49 Noisy

Notable posts

• @Venu_7_ neutral 143 eng

  Top Hedge Fund Buys from the latest 13F filings 👀 Renaissance Technologies - $CRWD $META $NVDA $GOOGL $AMZN Tiger Global - $CBRS $AMD $INTC $STX $V Coatue - $MU $SPCX $INTC $CBRS $AMD Stan Druckenmiller -$INSM Calls $GOOGL $AMZN $FOXA $TSLA Calls $META Calls David Tepper - $BA $AMZN $TSM $AAL $SPCX $CRWV Berkshire Hathaway - $GOOGL $GOOG $DAL $LEN $M $DHI Bill Ackman - $NFLX $V $MA $SPGI $ALC $ICE D1 Capital -$SPCX $JCI $META $SHW $NU Whale Rock - $AMD $ALAB $SNOW $TWLO $INTC Baillie Gifford - SPCX MU AMD KLAC AVGO Saudi PIF - SPCX now 65% of the portfolio A few themes really stand out: - SPCX showing up across multiple major funds - Mega-cap AI exposure remains strong through GOOGL AMZN META - Semis continue seeing institutional interest: AMD INTC TSM - Memory remains a divided trade, with funds taking opposite sides - AVGO showing up heavily on the sell side Space. Semis. AI. Memory. Very interesting to see where some of the biggest funds are positioning.

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• @wallstengine bullish 44 eng

  Rothschild Redburn Upgrades $FOXA to Buy from Neutral, Raises PT to $71 from $48 Analyst comments: "We estimate Fox is currently trading at just 9.0x pro forma 2028 EPS and 7.7x pro forma 2029 EPS, while we see the company delivering a 2026-2030 EPS CAGR of 23%, including synergies. In terms of FCF multiples, at the current price, the combined entity is trading at just 6.9x CY28 FCFPS and 6.1x CY29 FCFPS. That is a little misleading, as neither company pays meaningful tax at present. What this does mean is that the rate of net debt paydown is extremely fast. The company has guided to 2.8x pro forma net debt to EBITDA, assuming the deal closes at the end of June 2027. Our estimates came out slightly below that at 2.6x. Nevertheless, we estimate the company will delever to 2.2x by the end of CY27, 1.3x by the end of CY28, and 0.5x by the end of CY29. To be conservative, and on the basis that the company will ultimately become a full taxpayer, we have opted to value the combined entity on a multiple of EPS. We have previously valued Fox using an SOTP analysis, but the FanDuel option is now worth less, and we think most investors look past the tax-shield benefits. We also want to bake the impact of an early NFL renewal into our price target, as this seems a likely outcome. We have assumed Fox renews with the NFL after the 2027-28 season, meaning our CY28 estimates incorporate the new costs. Given the underlying growth rate, we believe a target multiple of 12x 2028 calendar EPS is by no means aggressive. This requires pro forma Fox to continue trading at an approximate 10% discount to Disney. Our target multiple delivers a 12-month price target of $71, previously $48, approximately 30% above current levels, and we upgrade Fox to Buy from Neutral." Analyst: Hamilton Faber

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• @faststocknewss neutral 41 eng

  DRUCKENMILLER'S DUQUESNE Q2 13F: AMAZON UP 1083%, NEW ALPHABET AND FOX STAKES Largest holdings: - Natera $NTRA: $864.9M - Taiwan Semiconductor $TSM: $281.6M - STMicroelectronics $STM: $232.4M - Invesco S&P 500 Equal Weight ETF $RSP calls: $174.7M - Insmed $INSM: $151.9M - iShares MSCI Brazil ETF $EWZ calls: $145.9M - YPF $YPF: $142.7M - Amazon $AMZN: $129.1M, shares +1083% New positions: - Alphabet $GOOGL: $120.2M - Fox Corp Class A $FOXA: $115.0M - CDW $CDW: $104.6M - Bitdeer $BTDR: $64.7M - Delta Air Lines $DAL: $56.5M - Fluor $FLR: $51.5M - D.R. Horton $DHI: $48.7M - Advanced Micro Devices $AMD: $42.3M - Palo Alto Networks $PANW: $39.8M - Hut 8 $HUT: $36.3M - Fox Corp Class B $FOX: $29.6M - Cavco Industries $CVCO: $24.3M - Hyperliquid Strategies $PURR: $23.2M - Rambus $RMBS: $23.0M - Rhythm Pharmaceuticals $RYTM: $22.6M New calls: - Insmed: $143.9M - Tesla $TSLA: $53.0M - Meta Platforms $META: $28.2M Added: - iShares Russell 2000 ETF $IWM calls: +318% - United Airlines $UAL: +203% - PureCycle Technologies $PCT: +178% - Seagate $STX: +141% - Daktronics $DAKT: +100% - Cleveland-Cliffs $CLF: +82% - ADMA Biologics $ADMA: +80% - CRH $CRH: +47% Exited: - Broadcom $AVGO: $60.7M - Option Care Health $OPCH: $50.3M - Figure Technology $FIGR: $39.1M - Restaurant Brands $QSR: $33.6M - Lattice Semiconductor $LSCC: $30.0M - Humana $HUM: $23.8M - Twilio $TWLO: $22.9M - Jabil $JBL: $21.8M - iShares GSCI Commodity ETF $GSG: $20.7M - Bloom Energy $BE: $18.5M - Intel $INTC: $18.2M Trimmed: - Alcoa $AA: -88% - Roku $ROKU: -75% - Teva $TEVA: -74% - Arm Holdings $ARM: -74% - Woodward $WWD: -68%

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• @faststocknewss neutral 14 eng

  NETFLIX, DISNEY, YOUTUBE EYE US WORLD CUP RIGHTS WORTH UP TO $2B Netflix $NFLX, Disney $DIS and Alphabet's $GOOGL YouTube are all interested in challenging Fox $FOXA for the US broadcast rights to the 2030 and 2034 World Cup, per CNBC. Media executives are budgeting $1.5B-$2B for each tournament across languages. FIFA has signaled it is likely to sell English- and Spanish-language US rights together rather than separately, which would likely push the price higher. For 2026, Fox paid $485M for English-language rights and NBCUniversal's Telemundo paid $600M for Spanish-language, per reports. Amazon $AMZN and Apple $AAPL could also enter the mix, and discussions between FIFA and media companies are expected to begin within the next three months. FIFA has already awarded Netflix the Women's World Cup in 2027 and 2031.

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• @faststocknewss neutral 8 eng

  AWS PARTNERS WITH WARNER BROS. DISCOVERY, NAMED FOX'S PREFERRED AI CLOUD Amazon's $AMZN AWS partnered with Warner Bros. Discovery $WBD on an agentic AI advertising platform, per the company. WBD will launch unified media planning in Q3 and order management in Q4 on AWS. Separately, Fox Corporation $FOXA named AWS its preferred AI cloud provider.

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