LOT
Lotus Technology Inc.
stock NASDAQ ADR

Where are you getting 2,000 hours annually from?
At a very conservative 25 mph average speed, that’s still 25x2,000=50,000 miles per year that they’d be driven. That is a LOT of miles for a luxury SUV, particularly Jaguar. That is significant maintenance.

People in my life are not on Reddit and care about politics A LOT. They all boycott Amazon, for instance. (I'm French so politics there are different, but I'd say people in general, inside and outside the US, care more and more about politics, not less.)

If you take in silver as payment worth $50,000 and by the time you sold it you got $60,000 for it, I assure you the government will expect its share. So your options are either never sell the silver (and so basically never generate any revenue from those sales), or cheat the IRS, or spend a LOT of time an energy tracking all these transactions closelt enough to (a) know what all those numbers are and (b) satisfy the IRS that your systems for tracking that are good enough to actually know those numbers. Thats not overthinking, thats just the reality of the situation.

looks like a hedge for a LOT of shorted stock ...

You need a LOT of money to live off theta gang options. Anyone else tells you otherwise is fucking lying or got lucky off buying calls not selling puts.

How can you run out of something that is never used up?
There is 250,000 tonnes of it sitting in jewelry boxes, safes, around necks, fingers and in electronics and (apparently) a LOT of it at the bottom of some lake or ocean ;-)
Remember: This isn't oil, or food or water we are talking about...

ANOTHER NFLX BROTHER TO JOIN THE LOT!

To the OP's credit, they own a LOT more than just Paypal and Venmo. If you are looking for an app that moves money, there is a good chance Paypal owns or is partial owner. With solid global coverage.

Bruh this is a LOT of action all at once, right before earnings...! It's been a LONG TIME since I've felt this kind of anticipation.

First of all this is predictable more or less. I said earlier this year we would hit 200 but wouldn’t stay there and Lo and behold here we are.
It’s just what happens with a high growth stock. People get scared, pull out, go in, etc.
The reason the scares are easy is because there is A LOT of money riding on the certainty that the growth continues at an INSANE pace.
It’s just natural that the volatility will be high then versus a more predictable growth engine like Microsoft. Earnings go up or announcements, stock goes up. Not for NVDA.
Nvidia is also a company entering new markets which adds to the speculative growth and volatility.
Comes with the insane gains associated with it.

Brutal read but yeah, this happens way more than people admit.

I ran into similar chaos last year :)) ended up working with [www.dagfamilyoffice.com](http://www.dagfamilyoffice.com) who helped sort out a cleaner setup and showed me how to stay ahead of it going forward. Would’ve saved A LOT if I’d done it sooner.

Brutal read but yeah, this happens way more than people admit.
I ran into similar chaos last year :)) ended up working with [www.dagfamilyoffice.com](http://www.dagfamilyoffice.com) who helped sort out a cleaner setup and showed me how to stay ahead of it going forward. Would’ve saved A LOT if I’d done it sooner.

These are both reasonable statements. Tesla valuation is based on them winning BY A LOT which it looks like will not happen. They can be the “winner” by having a the largest market share, yet still not live up to their valuation

Okay so this is getting spicy. We officially have a bidding war for Warner Bros Discovery and I genuinely don't know who wins here. Want to hear what you all think.
## Quick background
**Friday (Dec 5):** [Netflix announced a deal to buy WBD's studio and streaming assets](https://www.npr.org/2025/12/05/g-s1-100873/netflix-buys-warner-bros-discovery-studio-streaming) for $72B ($27.75/share). This gets them HBO Max, Harry Potter, Game of Thrones, DC Universe, The Sopranos, etc. Basically [100 years of Warner Bros content](https://www.cnn.com/2025/12/07/business/warner-bros-visual-history) - 6,650 films, 50,000 TV titles.
**Monday (Dec 8):** [Paramount Skydance launches hostile bid](https://www.cnbc.com/2025/12/08/paramount-skydance-hostile-bid-wbd-netflix.html) at $30/share all-cash ($108.4B enterprise value). David Ellison going directly to shareholders, bypassing the WBD board.
The premium Paramount is offering? **$17.6 billion more** than Netflix's deal.
## The money behind each bid
**Netflix ($72B):**
- Cash + stock deal
- $5.8B breakup fee if regulators block it
- Would combine #1 streamer (Netflix) with #3 (HBO Max)
**Paramount Skydance ($108.4B):**
- All cash, $30/share
- Backed by [$40.7B from Larry Ellison](https://www.cnbc.com/2025/12/08/paramount-skydance-hostile-bid-wbd-netflix.html) (David's dad, Oracle co-founder)
- Plus funding from Saudi, Qatar, Abu Dhabi sovereign wealth funds
- And Jared Kushner's Affinity Partners
- [Bank of America, Citi, Apollo committed $54B in debt](https://variety.com/2025/tv/news/paramount-hostile-takeover-bid-warner-bros-discovery-1236603175/)
## The bull case for Netflix winning
1. **Synergies are insane.** They have [200M non-HBO Max subscribers globally](https://fortune.com/2025/12/08/netflix-throne-secured-streaming-wars-warner-bros-paramount-hostile-bid-bofa/) who could be cross-sold HBO content. Revenue synergy is real.
2. **Bank of America literally said "the throne is secured"** on Dec 7. They see Netflix as the streaming endgame.
3. **They already have a signed deal.** WBD board approved it. Paramount has to convince shareholders to reject a bird in hand.
4. **Content integration is cleaner.** Netflix knows streaming. Paramount is still figuring out Paramount+ after the Skydance merger in August.
## The bull case for Paramount winning
1. **$17.6 billion more cash.** Money talks. Shareholders might prefer certainty of all-cash vs Netflix's stock component.
2. **The Trump card (literally).** [Ellison told CNBC](https://www.cnbc.com/2025/12/08/cnbc-transcript-paramount-skydance-chairman-ceo-david-ellison-speaks-with-cnbcs-david-faber-on-squawk-on-the-street-today.html) that Trump "believes in competition" and combining Paramount + WBD creates "a real competitor to Netflix, a real competitor to Amazon."
And here's what nobody's talking about: [Larry Ellison (David's dad) is basically Trump's closest tech ally](https://www.cnn.com/2025/09/26/media/larry-ellison-david-ellison-trump). He hosted a six-figure-per-person Trump fundraiser in 2020, [dines with Trump at Mar-a-Lago regularly](https://fortune.com/2025/01/23/tech-billionaire-larry-ellison-makes-unexpected-comeback-trump-era-oracle-tiktok-ai-data-centers/), and [dropped $450M on real estate 20 minutes from Mar-a-Lago](https://fortune.com/2025/03/21/larry-ellison-oracle-florida-real-estate-manalapan/). When asked about TikTok, Trump literally said ["I'd love for Larry to do it."](https://www.npr.org/2025/10/06/nx-s1-5560216/who-is-larry-ellison-the-billionaire-trump-friend-whos-part-of-the-tiktok-takeover) Oracle got the Stargate AI deal. Some analysts say [Larry is more influential with Trump than Elon](https://slate.com/technology/2025/07/larry-ellison-donald-trump-paramount-skydance-merger.html).
If this WBD deal needs regulatory approval from the Trump admin... who do you think has the edge?
3. **Antitrust concerns for Netflix are real.** Combining #1 and #3 streamers? [Elizabeth Warren already called it "an anti-monopoly nightmare."](https://www.nbcnews.com/business/media/netflix-to-buy-warner-bros-rcna247510) Writers Guild wants it blocked.
4. **Paramount wants the WHOLE thing.** Netflix is only buying studios + streaming. [Paramount bid for the entire company](https://www.cnn.com/2025/12/08/business/paramount-hostile-takeover-bid-wbd) including CNN, TNT Sports, etc.
## What the market is saying
- [WBD up 5% to $27](https://www.benzinga.com/m-a/25/12/49258182/paramount-is-not-going-down-without-a-fight-outbids-netflix-with-108-billion-cash-offer-for-warner-bros) (above Netflix's $27.75 offer, betting on bidding war)
- PSKY up 7%
- NFLX down 3%
Market seems to think either Netflix raises or Paramount wins.
## The regulatory wildcard
Netflix agreed to pay [$5.8B breakup fee if blocked](https://www.cnbc.com/2025/12/05/netflix-warner-bros-deal-regulatory-questions.html). That's how real the antitrust risk is.
If WBD chooses Paramount instead, they owe Netflix a $2.8B breakup fee. Not nothing.
Ellison's argument: Paramount is smaller, less antitrust concern, faster close.
Counter-argument: Paramount just closed the Skydance merger in August. Adding WBD on top? That's a LOT of integration.
## My take (worth nothing)
I genuinely don't know. The Netflix deal makes strategic sense - they get Harry Potter, DC, HBO originals, and crush the streaming wars permanently. But $17.6B is $17.6B and shareholders might want the cash.
The Trump/Ellison relationship is the X factor nobody's pricing correctly imo.
## Vote time - who wins?
1. **Netflix** - board-approved deal holds, synergies too good, Paramount's bid is desperate
2. **Paramount Skydance** - cash is king, regulatory path clearer, Trump admin approves faster
3. **Netflix raises bid** - this becomes a $90B+ deal
4. **Neither** - regulators block everything and WBD stays independent
Drop your vote and reasoning. Especially curious what the media/entertainment folks here think about the content library value.
---
*no position in any of these names, just fascinated by the biggest media deal since... ever?*

People outside of the silver bugs echo chamber are starting to notice where the main game is. That dodgy CME outage temporarily stopped the squeeze but brought a LOT of heat that will accelerate and exacerbate the situation even further.

One MUCH smaller player than MicroStrategy got liquidated on October 10th and it caused $20,000,000,000 to be liquidated from the cryptocurrency markets.
If MSTR busts, possibly causing Tether/stablecoins to become unstable… you can plan on HODLing for a LOT longer…

Go with a broker, in the beginning, that is going to cater to you being a beginner like ThinkMarkets. There are A LOT of sites/brokers that’ll overwhelm and confuse you until you’ve have more experience

I think a LOT of people got blown up end of October

In fairness, Netflix put in a LOT of money on the table. Just that Paramount came back with: "See, my dick is larger". They are both f'd though. The dick swinging contests rarely work.

I’m going to continue to save you a lot of time and headache. There need not always be a *why* behind something in trading, nor should you always seek to figure out the *why*.
Some things *just* *work* better than others. I have more than 20 years of trading experience. I learned different things directly and indirectly from veteran traders, before and after Reddit existed. I picked up a LOT of things (big and small) along the way! If a vet who I trusted told me how *they* did something, I tried it out for myself. If it *worked* FOR ME TOO, I stuck with it and never looked back, never asked *why*. Still, in my book I detail everything that I do, and I include the psychology and philosophy that forms my trading mindset. So for certain critical *whys* and *hows*, I have it documented.
Note: *Why* questions are ALWAYS good! But *why* questions don’t always have a neat answer. For instance, I Don’t necessarily know *why* (or even care to know why) RSI(2) works better for day trading and RSI(14) works better for swing trading (also useful for day trading). I just know that it does. And you could probably read about it somewhere online; but that won’t teach you how to use the tool; nor will it teach how to condition yourself to take prudent trades without hesitation.