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REDDIT

Thoughts on the Getty Images/OpenAI deal this morning

roll0verreddit / Jun 22, 2026 · 16:39

**Getty Images jumped 200% this morning on an OpenAI deal. The announcement didn't include a single dollar figure.** No annual minimum. No per-query fee. No revenue share. No training terms. Just a multi-year agreement that puts Getty's licensed content into …

REDDIT

Netflix-Keeping or selling…

kamschwartzreddit / Jun 22, 2026 · 16:27

What’s the general take on Netflix? Really thinking about selling but hear they have bigger plans in the future. Still up over 100% on it, but with the Stranger Things franchise over and the Warner Brothers deal dead in the …

REDDIT

The maestro unmasked!

orishasinc2reddit / Jun 22, 2026 · 16:22

“ Greenspan had been Fed Chairman for just 69 days when the stock market crashed on October 19, 1987 — Black Monday. The Dow Jones fell 22.6% in a single session, the largest single-day percentage decline in history. Greenspan’s response …

REDDIT

Semis vs. Software & MSFT's conundrum

Shapen361reddit / Jun 22, 2026 · 16:17 / MSFT BUY

If I were at a hedge fund, I would make the following trade: long semis, short semis. The idea is that as AI expands, SaaSpocalypse fears come to roost and software companies will face increasing competition from vibecoded alternatives or …

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