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- This Hollywood Power Play Could Rewrite the Streaming Script
This Hollywood Power Play Could Rewrite the Streaming Script
Noah Zelvis
November 25, 2025
In partnership with
A fresh offer for a major entertainment library just landed. One bidder wants the whole house while others go for select assets.
Scale, franchises, and a tighter streaming model are the prize, and headlines will drive the story into year end.
Rosé Can Have More Sugar Than Donuts?
No wonder 38% of adults prefer health-conscious beverages.
Meanwhile, companies like AMASS Brands are raking in sales by tapping into this trend, creating a huge opportunity for investors.
AMASS has made over $80M to date, including $33M in 2023 alone, thanks to products like their top-selling zero-sugar Summer Water rosé (it’s tariff-free, too). That’s just one of their portfolio’s 15+ diverse brands, already distributed across 40,000+ retail locations, including Whole Foods, Erewhon, and more.
It’s only the beginning. That’s why they just reserved the Nasdaq ticker $AMSS. Celebs like Adam Levine and Derek Jeter have already invested. And you now have the chance to join them before AMASS grows their retail footprint 3X by 2028.
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Amazon | AMZN
Price: $229.67
Big swing into public-sector AI. A plan to invest up to $50B in new U.S. data-center capacity puts more horsepower behind federal workloads, with access to in-house chips and partner models.
Groundbreaking starts in 2026 and scale is the headline.
The bigger subplot is mix. Cloud for agencies can be sticky with multi-year commitments, while ads and one-to-three hour delivery keep consumer cash flows humming.
If the AI cycle cools for a quarter, government demand can smooth the ride.
Why this matters for you: Treat this as confirmation that AI infra is still a spend priority. Watch capex guidance, committed backlog with agencies, and any color on margins from premium services like accelerated delivery and ads.
If backlog and free cash flow move up together, the story stays durable. Add on red days, trim into euphoric squeezes.
Copart | CPRT
Price: $39.05
A tidy EPS beat with a small revenue miss. Service revenue and vehicle sales inched higher, costs were kept in check, and cash on hand stepped up.
Execution looks steady even as volumes wobble.
New yards and international lanes give them more throughput, and better salvage pricing helps when total-loss rates stay elevated.
With a fortress balance sheet, they can keep building capacity while peers hesitate.
Why this matters for you: This name works best when accident volumes and total-loss rates hold up. Track unit throughput, international growth, and operating margin.
If they keep grinding on cost discipline while expanding yards, pullbacks can be entry points. A weaker used-car market can actually help by nudging more write-offs their way.
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Carnival | CCL
Price: $25.72
Shares slid after cautious industry chatter. Capacity growth in the Caribbean is a headwind and macro nerves are back on deck, even if longer-term demand looks okay.
The good news is mix. A broader footprint and more European sourcing can cushion North America softness, and fleet upgrades keep onboard spend healthy.
Fuel and FX are the swing factors into wave season.
Why this matters for you: Cruises are yield management and pricing power. Track net yields, booking curves, and fuel costs.
If promotions creep up and pricing softens into wave season, sit tight.
If pricing holds and Europe mix offsets Caribbean congestion, the recovery can re-rate. Balance sheet glidepath matters too.
Watch net debt to EBITDA and interest expense as ships fill.
Western Digital | WDC
Price: $155.41
Governance and housekeeping at the annual meeting. Shareholders approved more ESPP shares, re-elected directors, and kept the auditors.
The stock’s had a monster run this year as storage cycles improved, so investors want smooth execution more than headlines.
AI servers keep pulling high-capacity drives and enterprise SSDs, and any supply discipline in NAND can protect pricing into calendar Q1.
Why this matters for you: Tie your view to bit demand and margins. Watch pricing in NAND and enterprise drives, supply cuts, and any commentary on AI-driven storage needs.
If gross margin and cash generation keep trending up, dips can be buyable even after a big move.
Also track capex discipline and any update on product mix shifting to the highest-return lanes.
Paramount Skydance | PSKY
Price: $15.64
Front-row seat to a studio arms race. Early bids for a major rival’s crown jewels are on the table.
One approach is go big and buy the whole house, others want just the studio and streaming pieces.
Scale, franchises, and distribution are the prize, but financing and timing drive the path.
Board talk around premium vs all-in offers and who brings the cleanest funding could swing the outcome fast.
Regulatory noise will be there, but history suggests deals can still clear with carve-outs.
Why this matters for you: This is an event path. Watch bid structure, funding sources, and any asset swaps or spin ideas.
If a deal skews toward high-quality libraries with clear synergy and clean balance sheet math, the multiple can expand. If talks drag or leverage looks heavy, expect chop.
Use defined levels and be willing to step aside if the risk reward tilts the wrong way.
Trivia: How many original U.S. colonies are referenced on the design of the $1 bill? (e.g., stars, stripes, steps) |
Stat of the Day: 70%
Odds of a December rate cut jumped above 70% after a single dovish speech, up from about 40% a week ago. Call it a market hooked on easy money.
With inflation still elevated over the last five years, fast easing hopes can whipsaw risk. Size positions with that in mind and make sure your winners earn their keep with real cash flow.
Final Take
Event risk in media, steady blocking and tackling in auctions, governance calm in storage, caution lights on cruises, and a fresh AI capex card in cloud.
Keep leaning toward operators with clean balance sheets and visible cash engines. Let catalysts pay you.
Stay picky on leverage, especially if everyone starts front-running a holiday cut.
Best Regards,
—Noah Zelvis
Everyday Alpha