Turnaround Investor

Path to about 3B Q2 domestic looks realistic: Mario about 500M Michael about 450M Mandalorian and Grogu about 300M Toy Story 5 Q2 portion about 300M Supergirl about 250M Masters of the Universe about 225M Mortal Kombat II about 180M PHM holdover about 175M Depth slate about 700M+ At 3B quarterly domestic box office, the operating leverage becomes very clear. Revenue scales faster than costs. Under this demand environment, AMC is positioned to generate meaningful profitability. No single film needs to carry the quarter. Depth and cadence drive consistency. $AMC Over Noise 🎬📈

PHM looking like the first real signal shift of 2026. If this lands in the 600–850M range, the market starts recalibrating the entire post-strike demand curve. Then the pipeline stacks fast: Mario, Michael, summer slate. Narratives move slow… until they don’t. Operating leverage cuts both ways. $AMC Over Noise. 🎬📈

$AMC I’m tracking 600-750 million global for PHM Project Hail Mail is the F1 of 2026 Right before MARIO AND MICHAEL I’m tracking Mario at a 1.5B-1.6B worldwide & Michael at 300-500 million If we get to 2.85 or above for Q2, it will be deadly for shorts Let the good times roll

@MakeAMCStronger Momentum is building fast. $1.56B with 9 days left puts Q1 on pace for one of the strongest post-strike quarters. Estimates keep moving higher because demand keeps showing up. Narratives lag data. $AMC over Noise.

#AMC $AMC - I can see $1.8 to $2 billion for Q1, 2026 domestic box office. We have 9 more days to go. #ProjectHailMary #Dhurandhar2‌ #Hoppers, #ReadyorNot2 and other current movies doing great. #Theywillkillyou and #ForbiddenFruits coming. Let’s see how it goes. 💚💚💚

Bears keep saying “delisting” like it happens overnight. Below $1 typically starts a compliance process with time to regain requirements, not an immediate removal. Fear moves fast. Rules move slow. $AMC over Noise.

@nakedjockman This may be useful, historically some of the highest-performing AMC locations tend to include: AMC Burbank 16 AMC Lincoln Square 13 (NYC) AMC Empire 25 (Times Square) AMC Dine-In Disney Springs AMC The Grove (LA) AMC Century City (LA) 🍿$AMC I want to visit Empire 25 🚀

@AMCOverNoise Burbank always leads. Interested in seeing Citywalk and The Grove also.

AMC Lincoln Square 13 in New York is reportedly the highest-grossing site for Project Hail Mary, with $180.7k grossed so far.

@OwningTheFloat Respect to @OwningTheFloat , stepping in when sentiment is washed out takes conviction. Project Hail Mary looks strong, Mario historically overdelivers, and Michael feels underestimated, funny how bears always get loud right before the slate improves 🍿 $AMC

It’s been a few years but #AMC is back in the portfolio… I’m not looking for a Short Squeeze but a few 100 percentage points in 2026! Who knew? $AMC

I max out $AMC A-List, watch premium formats, spend heavily on concessions, buy merchandise, and NEVER redeem rewards. Those points sit as deferred revenue liabilities, some eventually expire (“breakage”), converting into high-margin revenue over time. I even provide feedback on the AI soda machines and share customer insights with management. Bears model terminal decline. I see improving unit economics every visit. Operating leverage doesn’t need consensus.

@Sojka4President The “$20 popcorn” line is lazy at this point. With Popcorn Pass I pay about $5 for a large 🍿 and water is free at my $AMC. Full self-serve soda and butter too. If the thesis relies on exaggeration, it’s probably weak.

The unrelated $AMC shorts are panicking lol

Beneath this mask there is more than flesh. Beneath this mask there is an idea… and ideas are bulletproof. You better hope that when your guns are empty I am no longer standing, because if I am, you will all be dead before you have reloaded. $AMC

@JurassicApe 🍿

The $80M #ProjectHailMary U.S. opening is breaking records for #AmazonMGMStudios. The shift is real. 🚀👨‍🚀 #AMCTheatres #IMAX

@retail_zonee69 Management hasn’t proposed a reverse split. The 2023 split was tied to the APE conversion, two equity classes, massive share issuance, and the need to consolidate back into a single common structure. That situation no longer exists.

@AMCOverNoise The more they say Reverse Split the more im convince there is absolute no rs in sight

They called it dead at $3. They called it over at $2. It’s $1 now, and they still think they’re right. That’s the tell. $AMC

@BuchtaSpar98692 The point is improving operations. If EBITDA keeps expanding, the interest burden becomes manageable. You’re focused on one quarter. I’m focused on the trend. Q2-Q4 will show PROFITS. $AMC

@AMCOverNoise Positive Ebitda is important. But that’s NOT the same as PROFIT. They have enormous interest expenses That comes out after ebitda calc. They will show a large loss and hemorrhage money again in Q1 They paid the debt consent fee in shares .. just to save cash -

$AMC Find me a company under a 600M market cap that is not going bankrupt and has a path to nearly 5B in revenue FY26. I will wait. It does not exist. Yet people keep pretending AMC is just another stock. The silence tells you everything.

Sub $1 and everyone’s suddenly loud. That’s usually when the turn starts. $AMC

@StonksBatman 🍿

They took their shots. They told their stories. Now they get to watch. $AMC @AMCTheatres

@Beefly0123 LFG!

$AMC to $5 and that’s the bottom line… ’Cause Stone Cold said so. 🍺 Pressure builds, shorts fold, apes hold. Glass breaks, price rips. And that’s the bottom line. 🚀💎🙌

Execution > narratives. The box office recovery isn’t coming, it’s here. The flywheel is already turning. Let the results do the talking. @CEOAdam