I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Core Viewpoint - ABC's suspension of "Jimmy Kimmel Live!" due to the host's comments about conservative activist Charlie Kirk has led to significant backlash, including calls for boycotts of ABC and its parent company, Disney [1][4][15]. Group 1: Backlash and Boycotts - Social media users and influencers are actively promoting boycotts against ABC and Disney, with hashtags like BoycottDisney and BoycottABCNetwork trending on platforms such as X and Bluesky [1]. - Political commentator JoJoFromJerz urged her followers to boycott everything affiliated with ABC and Disney, leveraging her 1 million followers to amplify the message [2]. - Activist Wajahat Ali called for a "collective boycott" until Kimmel is reinstated, suggesting that the financial impact on corporations would compel them to reconsider their decisions [4]. Group 2: ABC's Decision and Reactions - ABC suspended "Jimmy Kimmel Live!" after Kimmel's remarks about Kirk, which included accusations against the "MAGA gang" for exploiting Kirk's death for political gain, leading to outrage from conservative leaders [8][9]. - Sinclair, which owns numerous ABC affiliates, stated that Kimmel's show would not return until he personally apologizes to Kirk's widow and donates to the family and Turning Point USA [8]. - FCC Chairman Brendan Carr publicly pressured ABC to take action, warning that local affiliates could face regulatory scrutiny if the show continued to air [9][12]. Group 3: Kimmel's Response and Industry Impact - Kimmel reportedly expressed extreme frustration over the suspension and is exploring legal options to break from ABC [15]. - Former President Trump praised ABC's decision, calling it "Great News for America" and criticizing Kimmel as talentless [15][16].

Copyright protections expire after 95 years in the U.S., which meant that Steamboat Willie , the Disney cartoon classic that marked the first appearance of Mickey Mouse (and Minnie Mouse) became public domain on Jan. 1, 2024. Since then, plenty of companies have had some fun with that 1928 version of the world's most famous rodent. John Oliver's Last Week Tonight includes an actor wearing a Steamboat Willie Mickey costume in its opening credits each week and there has even been a horror film based on the ...

I don’t care about Jimmy Kimmel or MSM.When it comes to Disney and the other networks that make children’s media, hopefully they’ll start taking all the weird things out so our children can enjoy children’s content. ...

Group 1 - The Walt Disney Company has indefinitely pulled "Jimmy Kimmel Live!" from its ABC network following comments made by the host linking the alleged killer of conservative activist Charlie Kirk to Trump's MAGA movement [1] - This incident has drawn comparisons to CBS's earlier cancellation of "The Late Show With Stephen Colbert" and raises concerns about free speech in the current media environment under Trump's influence [1][5] - Trump's scrutiny of media companies has intensified during his second term, characterized by high-profile defamation lawsuits and regulatory interference from the Federal Communications Commission [5] Group 2 - Kimmel's comments during his monologue criticized the MAGA movement for attempting to distance themselves from the actions of the alleged murderer [2] - Kimmel humorously remarked on Trump's response to Kirk's death, suggesting that the president's focus on a construction project was inappropriate for someone grieving a friend [3][4] - Anna Gomez, a Democratic FCC commissioner, expressed concerns about the government's use of power to suppress lawful expression and criticized the administration's actions regarding media companies [6]

Group 1 - Democratic leaders in the U.S. House have called for the resignation of the chair of the Federal Communications Commission (FCC) [1] - The call for resignation follows the chair's pressure on Walt Disney and ABC affiliates to stop airing "Jimmy Kimmel Live!" [1]

Group 1 - The ongoing partisan divide in the United States is intensifying, with increasing concerns about the influence of "gatekeepers" in various institutions, including the Federal Communications Commission (FCC) [1][2] - The rise of the internet and social media has transformed identity politics into a broader "culture war," affecting the business landscape and media discourse [2] - Recent controversies have involved major corporations like Cracker Barrel and ABC, with ABC's decision to pull "Jimmy Kimmel Live!" off the air following controversial remarks, highlighting the intersection of media and political discourse [3][4] Group 2 - FCC Chairman Brendan Carr has indicated that the agency may take action against TV broadcasters to ensure they operate in the public interest, emphasizing the need to avoid partisan bias in programming [4] - The FCC's role in regulating broadcasters is distinct from that of cable channels and streaming services, which do not have the same public interest obligations [4]

Group 1: Media and Entertainment - ABC Network has suspended Jimmy Kimmel Live! indefinitely due to backlash over the host's remarks regarding the killing of Republican activist Charlie Kirk, with Nexstar Media Group stating the remarks were "offensive and insensitive" [3] - Brendan Carr, chairman of the Federal Communications Commission, indicated a strong case to punish Kimmel, ABC, and Disney for the comments made [3] - President Trump expressed approval of the suspension on social media, suggesting that NBC should also consider removing other late-night hosts [4] Group 2: Technology and AI - Huawei Technologies has announced a new AI chip roadmap, planning to release four new Ascend chips by 2028, aiming to challenge Nvidia's dominance in AI infrastructure [5][6] - The first chip, Ascend 950PR, is set to launch early next year, followed by the Ascend 950DT in late 2026, Ascend 960 in late 2027, and Ascend 970 in late 2028 [6] - The announcement comes after China's Cyberspace Administration banned major tech companies from purchasing Nvidia's AI chips, indicating a shift in the competitive landscape [6][7] Group 3: Food and Beverage - Krispy Kreme experienced a volatile trading day, ending with a 1.0% gain after FBI Director Kash Patel referred to it as a "good investment opportunity" during a congressional hearing [8] - The stock saw an increase of up to 8% during the day, with trading volume 50% above normal levels [9] - Patel had previously disclosed purchasing between $15,000 and $50,000 in Krispy Kreme shares, which has contributed to the stock's recent activity [9]

Group 1: Media and Entertainment - ABC Network has suspended "Jimmy Kimmel Live!" indefinitely due to backlash over Kimmel's remarks about the killing of Republican activist Charlie Kirk, with Nexstar Media Group stating the remarks were "offensive and insensitive" [3] - President Trump expressed approval of the suspension on Truth Social, suggesting that NBC should also remove Jimmy Fallon and Seth Meyers from their programming [4] - Sinclair, the largest owner of ABC affiliates, confirmed it will keep Kimmel's program off the air [5] Group 2: Technology and AI - Huawei Technologies announced a new AI chip roadmap, planning to release four Ascend chips by 2028, aiming to challenge Nvidia's dominance in AI infrastructure [5][6] - The first chip, Ascend 950PR, is set to launch early next year, followed by Ascend 950DT in late 2026, Ascend 960 in late 2027, and Ascend 970 in late 2028 [6] - The Cyberspace Administration of China has banned major tech companies from purchasing Nvidia's AI chips, further positioning Huawei's new technology as a competitive alternative [6][7] Group 3: Food and Beverage - Krispy Kreme experienced a volatile trading day, ending with a 1.0% gain after FBI Director Kash Patel referred to it as a "good investment opportunity" during a House Judiciary Committee hearing [8] - The stock saw an increase of up to 8% during the day, with trading volume 50% above normal [9] - Patel had previously disclosed purchasing between $15,000 and $50,000 in Krispy Kreme shares, contributing to the stock's recent activity [9]

Core Insights - Disney is transitioning from its traditional linear networks to focus on streaming, recognizing the permanence of this shift in consumer behavior [1][2][15] - The company's stock performance has lagged behind the S&P 500 over the past decade, with only an 11% increase compared to a 236% return for the index [3] - Disney's parks and cruise businesses are thriving, offsetting declines in its cable segment [2][8] Company Evolution - Disney has a history of innovation, from the release of the first feature-length animated film in 1937 to significant acquisitions like Pixar, Marvel, and Lucasfilm [4] - The company is currently investing heavily in its experiences segment, forecasting $60 billion in capital expenditures over the next decade [8][17] - Disney's strategy includes launching an ESPN streaming app, which will generate revenue but further impact its cable business [8] Market Position - Disney is not a high-margin streaming giant like Netflix but is more diversified and innovative compared to traditional media companies like Comcast [9] - The company is adapting to changes in the entertainment landscape, similar to how Alphabet is embracing AI [6][9] Investment Perspective - Both Disney and Alphabet are seen as balanced buys for long-term investors, appealing to those looking for growth and value [16][17] - Disney's stock is considered a good value at under 20 times forward earnings, despite challenges in the consumer discretionary sector [17]