LivinInTheLight7117

[CapitalFlow @CapitalFlowApp]

Fox just dropped $22B to own the remote.
$FOXA is acquiring $ROKU. Sports. News. Entertainment. All inside one connected-TV ecosystem.
This isn’t a media deal. It’s a distribution play.
Roku has 90M+ active accounts. Fox gets direct access to every screen, every ad dollar, every viewer.
The streaming wars aren’t about content anymore. They’re about who controls the pipe.

[LivinInTheLight7117 @LivInTheLight77]

$FOXA Yet another huge Call buy here! 3rd one today on Fox..

Expect retracement back to $60 withing the next few weeks from here at 52

$GOOG $MU $SPCX $NVDA

[Accrued Interest @accrued_int]

📺 Roku's share of U.S. CTV viewing hours:
Roku: 44%
Amazon Fire TV: 14%
Samsung: 12%
Google Android TV: 5%

Roku isn't the #1 CTV operating system. It IS the CTV operating system. $ROKU $FOX $FOXA (3/x)

[Accrued Interest @accrued_int]

The most underrated chart in the deck 👇
March 2026 Nielsen Gauge:
Disney (ALL networks + Disney+): 10.5%
Fox + Roku Channel combined: 10.2%

Fox just leapfrogged Disney in total U.S. TV viewership — without paying Disney prices. (4/x) $ROKU $FOX $FOXA

[Accrued Interest @accrued_int]

One thing Wall Street isn't talking about: Fox owns its broadcast O&O stations in the biggest U.S. markets.

By my estimate, Fox can reach ~40% of U.S. households directly through its O&Os — no third-party affiliate needed.

Plug that into Roku and you have a real story 📡 (5/x) $ROKU $FOX $FOXA

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

Initial thoughts…

$ROKU anything below $200 is a steal for M&A - even though the industrial logic behind vertical integration makes a ton of sense…

$FOXA with sports plus tubi and securing distribution is also smart… Anthony Wood has control… so he gets to set the price.

Also, remember $FOXA sold its 5% stake in $ROKU in 2020 for $550M…

[werewolf holdings @WerewolfHolding]

$FOXA Our take....this may be one of the best opportunities for future growth out there....nice positioning....unlike $snap ..... we are a buyer around $47.... @cnbc

[Accrued Interest @accrued_int]

🚨 NEW Deep Dive: Fox + Roku
The market sold Fox down 23% on the $22B deal.
The market is wrong. This is the cleanest piece of capital allocation in legacy media in years.
Why I'm bullish on the combined Fox + Roku 🧵
$ROKU, $FOXA (1/x)

[OptionsFlowBoss @OptionsFlowBoss]

$FOXA

$277K Call Buyer

[LivinInTheLight7117 @LivInTheLight77]

$FOXA 70 TO 51.75 IN 3 DAYS!!!

MOST WATCHED NETWORK IN THE US! 3 rd day of margin calls..sellouts done!

Retrace IMMINENT TO 60-65!

RSI 24. LOAD UP ON $FOXA

$GOOG $NBIS $MU $SNDK $INTC

[Quant Horizon @QuantHorizon]

Fox $FOXA just agreed to buy Roku $ROKU for $22 BILLION.

Yes, the company behind Fox News and Fox Sports is now also buying the gateway to over 100 million streaming households worldwide.

Here's why this is bigger than the headline:

→ Roku reaches 100M+ households globally
→ Combined company becomes the 3rd largest player in U.S. TV by viewing share
→ Fox is merging it with Tubi (which it bought for just $440M back in 2020)
→ Deal structure: $160/share, cash + Fox stock
→ Fox is borrowing $12B just to fund it

But here's the twist nobody expected:

Fox's own stock PLUNGED as much as 18% on the news.

Investors think Fox overpaid, an 11% premium on Friday's closing price.

This isn't just a streaming acquisition. It's a 100-year-old media company trying to own the literal remote control before cable finishes dying.

[Squawk Box @SquawkCNBC]

$ROKU is being acquired by $FOXA in a deal valued around $22 billion, including debt. @RichLightShed outlines what it means for the industry: https://t.co/dLXHjE4AUt

[Squawk Box @SquawkCNBC]

Media consultant @mjw gives his take on the $FOXA & $ROKU deal and how it can benefit Fox's ad-supported business: https://t.co/ZBZc57I25o

[LivinInTheLight7117 @LivInTheLight77]

$FOXA Max Option Pain today at $55

Another BIG Call Option Buy Aug $60 Calls and 2,000 contracts @ 1.39

FOX best tv network in USA just had a 30% haircut the past 5 days for buying $ROKU

Load up on FOXA here!
51.80 back to $65

$SPCX $MU $NBIS $INTC $AAPL

[LivinInTheLight7117 @LivInTheLight77]

Boom

[LivinInTheLight7117 @LivInTheLight77]

$FOXA SOMEONE LOADING July $55 Calls Big Block @ $1.10 She will bounce back to 60 very soon...in the next few weeks

$SPCX deflated and retail holds the bag.

FOXA is a gem and most watched of any network. Only a matter of time here at 51.35. Mark it! 🙏

$MU $META $NBIS

[LivinInTheLight7117 @LivInTheLight77]

Boom

[LivinInTheLight7117 @LivInTheLight77]

$FOXA Another BIG Call Option Buy now the Aug $60 Calls and 2,000 contracts @ 1.39

FOX best tv network in USA just had a 30% haircut the past 5 days for buying $ROKU and they will be accretive to earnings!

Load up on FOXA here!
51.80 back to $65

$SPCX $MU $NBIS $INTC $AAPL

[LivinInTheLight7117 @LivInTheLight77]

$FOXA 70 TO 51.75 IN 3 DAYS!!!

MOST WATCHED NETWORK IN THE US! 3 rd day of margin calls..sellouts done!

Retrace IMMINENT TO 60-65!

RSI 24. LOAD UP ON $FOXA

$GOOG $NBIS $MU $SNDK $INTC

[LivinInTheLight7117 @LivInTheLight77]

$FOXA Third day and margin sellouts at 230 pm est. 70 dollars to 51.65 in just 3 days.. 39% haircut only because they are buying $ROKU and got a great deal.

She will bounce back to 60 very soon...in the next few weeks.

$AAPL $META $NBIS $MU

LOAD $FOXA for Easy 25% Reversal