Иван Литвинов

@derminvests 100%. The strategy is quite clear now, growth is sacrificed for profitability. Let see how World cup plays out. But lets be honest, Fubo is in the cheapest and the most derisked position in its history, so any upside is a bonus, not a necessity imho. tickets to Spain awaiting🤞😄

@Peterpuker22 I mean this was probably just a 1 year bandaid for these teams anyway and sounds like it would be a money loser for them. But man... they need something to go their way. They got nothin

$FUBO. WELP. 🙄 sportsbusinessjournal.com/Articles/2026/…

@derminvests Same here bro, no worries, we’ll recover in FUBO also, maybe not 12-15 pre split as thought before, but enough to cover the basis and a few xs potentially Matter of time, the only issue is that buying it now becomes less attractive when so many things are also on discount

@Peterpuker22 Yea i like to buy the dogs hence how i ended up in fubo LOL

The k shaped stock market is getting pretty wild. Nothing besides ai is investable anymore

@derminvests Btw, look at $FUBO today, folks probably finally caught AI pitch from the ER😂

@Tdot198 We are w18 for the CFO to buy some $FUBO shares 🤣 Jokes aside, if u dont look at the chart, remove the name, look at the report and guidance, u cant make an argument that its not undervalued. At some point we will be rewarded. not today though

$FUBO I see the pumpers still hard at work and the denialists still in denial. ouch. friendly reminder that you can hit the sell button and make money in other stocks

@derminvests Idk man, sometimes with Fubo I feel like the majority around me are blatant idiots, but maybe the only idiot is actually me. The numbers are on our side though, so we ll see if we can get some catalysts after World Cup

@Peterpuker22 We just can't catch a break. I was prepared for a dump today because it ALWAYS dumps on earnings but does it ever stop?

$fubo. I think the major problem is it seems pretty clear Disney wants to push as many fubo subs to Hulu live. The problem is Hulu live isn’t great. Doesn’t have the rsns or nice user interface. And the big problem is the profitability of a Hulu live sub vs fubo sub is bad for us

@derminvests I’m just pissed I’m not going to Spain anytime soon ahahaha 😄

At this point we just gotta wait. My next buy will be when gandler buys so probably never which is also fine with me! Otherwise, I can use losses to tax loss harvest end of year if needed.

@Mharman22 @ChartLearning Same here, feels like I’m blind and not seeing smth obvious, aka the company will cease to exist in 2 years or similar

@ChartLearning Makes no sense…the release guidance and are on track with said guidance which the analysts provided upgraded price targets for…earning call happens and they are meeting what they guided for …sharp sell off lol…makes zero sense

$fubo I don’t really understand the sell off other than managements bad damage they did last quarter must still be lingering. Everything seems to be as it should This is likely a multi year process….again

@derminvests if u believe in bk case, wait for financial confirmation in a few years. Short from 1 to 0, make more money then from 12 to 1.

@derminvests it'd be interesting to see how the short situation unfolds with time. U cant short based on valuations rn, based on bk risk either. At least for a few years unless the business deteriorates drastically. Why shorting now when $fubo is in the best financial position ever🤔

$fubo. Earnings thoughts. It’s gonna be a longer turn around than expected. Making progress on profitability which is good. Sub loss are concerning but expected. We gotta be close to a floor here. We now have guidance and most of profitability is based on wholesale step up.

@derminvests same here, lets see how the market drops us 20 % on the expected result ahahha The subs loss seems terrifying, but if you remember how much content was lost, kind of makes sense 🤷‍♂️

@Peterpuker22 It’s about what I expected. Subscriber loss is major downside. Improving losses is major upside. Ad revenue not yet increasing as much as I’d like to see. I don’t think the market will like the earnings unless they say something good on the call

@derminvests what's ur take on $fubo earnings? before i start with the positive waterfall again :D

@derminvests but i dont think its the case now, as i said earlier its difficult to foresee all the aspects in that merger before it happened. They had some time now, and if this guidance is bs, then they are just incompetent. P.S. dont have this feeling about them now like many here on X

@derminvests well, we'll see that fairly soon with 2026 numbers. If the guidance they presented in april after waiting for half a year and decimating the share value is also a napkin type, i'm cutting the losses

$fubo. Sitting right on the 50 day sma on the daily going into earnings on wed. Would like to see $12.70 hold up going into wed. Please don’t let us down yet again….

@derminvests I was a virgin till 17, and a Casanova at 17:02.😂 Moral of the story, there is a festival coming to our street sooner or later. Preferably with short squeeze, but not critical. Unless, of course, they go bk, but very unrealistic rn.

@derminvests Totally agree, but dont really care if it dips or jumps short term. The valuation is on our side. Smb dropped a very good point that EBIDTA jump from 80 to 300 mill is almost a done deal, since 95 to 99 % wholesale fee. We just wait patiently for them to not fuck up unfuckupable

@derminvests We have a deal ahahah🤝 If it rockets to a 100, we can even afford a full week 😂

@Peterpuker22 DAMN! I hope it rockets then so you can have a crazy spain party. Hell if it goes to 100 on a short squeeze I'll come too.

$fubo. Anyone buying sub $1? I’ve been adding a bit. Because I know I will refuse to buy should it ever surpass $12 haha 😂