The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

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DIS

The Walt Disney CompanyPartly aligned
Close 111.06 (2026-10-15)28 days +5.4%1Y -0.6%28 d mentions 2

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
0
Neutral
1
No stance
0
Bearish
1
Accounts BullNeuBearNone
@GerberKawasakiViews ›0010
@DiMartinoBoothViews ›0100

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • none
Bear case
  • 1Fundamentals
  • @GerberKawasaki: Sadly between Comcast, Disney and paramount, the entertainment industry is about to see a lot of layoffs. Will never be the same again... the kids don't relate to most of the content anymore. YouTube and gaming is much bigger than Hollywood... $dis $skyd $cmcsa

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Danielle DiMartino Booth @DiMartinoBoothViews ›
Neutral First call
Macro · (Reposted by @DiMartinoBooth) @AnnaEconomist's team launches the Bloomberg Price Project at month end. It flags video streaming prices rising in tomorrow's CPI, e.g. Disney+ raised prices for new customers effective Sept 23, which may also affect October.
2026-10-14 10:11 HKT Original post ↗
Bearish First call
Fundamentals · Long term · Sadly between Comcast, Disney and paramount, the entertainment industry is about to see a lot of layoffs. Will never be the same again... the kids don't relate to most of the content anymore. YouTube and gaming is much bigger than Hollywood... $dis $skyd $cmcsa
2026-10-09 22:03 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 1 posts · Bull 0 / Bear 0
    @DiMartinoBooth: (Reposted by @DiMartinoBooth) @AnnaEconomist's team launches the Bloomberg Price Project at month end. It flags video streaming prices rising in tomorrow's CPI, e.g. Disney+ raised prices for new customers effective Sept 23, which may also affect October. (Neutral)
  • 10/3–10/9 · 1 posts · Bull 0 / Bear 1
    @GerberKawasaki: Sadly between Comcast, Disney and paramount, the entertainment industry is about to see a lot of layoffs. Will never be the same again... the kids don't relate to most of the content anymore. YouTube and gaming is much bigger than Hollywood... $dis $skyd $cmcsa (Bearish)
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

DIS Neutral↻ Repost of @AnnaEconomist2026-10-14 10:11 HKTOriginal post ↗

(Reposted by @DiMartinoBooth) @AnnaEconomist's team launches the Bloomberg Price Project at month end. It flags video streaming prices rising in tomorrow's CPI, e.g. Disney+ raised prices for new customers effective Sept 23, which may also affect October.

See original

My team is launching the Bloomberg Price Project @TheTerminal at the end of this month. If you like ECAN, you will likely like this :) More on that later. In the meantime, BPP is flagging video streaming services rising in tomorrow’s CPI report, ie Disney+ recently raised prices across subscription tiers for new customers, effective Sept. 23. This also could affect the October index. Full preview @tdurie95 here: https://blinks.bloomberg.com/news/stories/TMUZJ0T96OSG

Image 1 ↗ Image 2 ↗

Reasoning: Macro

DIS Bearish2026-10-09 22:03 HKTOriginal post ↗

Sadly between Comcast, Disney and paramount, the entertainment industry is about to see a lot of layoffs. Will never be the same again... the kids don't relate to most of the content anymore. YouTube and gaming is much bigger than Hollywood... $dis $skyd $cmcsa

Reasoning: Fundamentals · Long term

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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