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SKYD

Skydance CorporationSmall cap (market cap < $50B)Strongly aligned bearish
Close 7.29 (2026-10-15)28 days -31.3%1Y -58.1%28 d mentions 3

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

BullishNeutralNo stanceBearish
Bullish
0
Neutral
0
No stance
0
Bearish
2
Accounts BullNeuBearNone
@GerberKawasakiViews ›0011
@carlquintanillaViews ›0010

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

Bull case
  • none
Bear case
  • 2Fundamentals
  • @carlquintanilla: A broader pattern of less-predictable new issue performance this year means investors need to consider more carefully than in the past that such bonds may lag other high-grade securities. Cited by @business regarding $SKYD and $LQD from a Bloomberg article.
  • @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

Strongly aligned bearish. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Carl Quintanilla @carlquintanillaViews ›
Bearish First call
Fundamentals · A broader pattern of less-predictable new issue performance this year means investors need to consider more carefully than in the past that such bonds may lag other high-grade securities. Cited by @business regarding $SKYD and $LQD from a Bloomberg article.
2026-10-15 00:36 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 1
    @carlquintanilla: A broader pattern of less-predictable new issue performance this year means investors need to consider more carefully than in the past that such bonds may lag other high-grade securities. Cited by @business regarding $SKYD and $LQD from a Bloomberg article. (Bearish)
  • 10/3–10/9 · 2 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

SKYD Small cap Bearish2026-10-15 00:36 HKTOriginal post ↗

A broader pattern of less-predictable new issue performance this year means investors need to consider more carefully than in the past that such bonds may lag other high-grade securities. Cited by @business regarding $SKYD and $LQD from a Bloomberg article.

See original

“.. ‘’A broader pattern of less-predictable new issue performance this year,’’ .. As such, investors need to consider ‘more carefully than in the past’ such bonds potentially lagging other high-grade securities ..” @business $SKYD $LQD https://www.bloomberg.com/news/articles/2026-10-13/skydance-selloff-fuels-worst-new-bond-performance-since-pandemic

Image 1 ↗

Reasoning: Fundamentals

SKYD Small cap 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

No-stance mentions (1)
SKYD Small cap No stance2026-10-09 22:00 HKTOriginal post ↗

I've let my kids know they will not be getting 17 billion to try out the entertainment business.

Reasoning: Not tagged by analyst Specific

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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