$CMCSA — FinTwit mentions on Surfaced

$CMCSA — FinTwit mentions on Surfaced

Recent mentions

39 mentions

@kawzinvestsMay 25, 2026 · 9:44 PM

$HLIT (~$1.65B) controls more than 95% of the software that every major US cable company needs to upgrade their network for the AI era. Every time you stream, video call, or ask an AI app a question, that data runs through a cable line owned by Comcast, Charter, or Cox. Upstream traffic is now growing 21.7% a year and the old cable standard cannot keep up. The fix is called DOCSIS 4.0. It takes cable from 1 Gbps to 10 Gbps with much faster upload speeds. Every Tier-1 operator is being forced to upgrade or lose subscribers to fiber. There is only one company that sells the software to run those upgraded networks at scale. HLIT. Comcast, Charter, Cox, and Altice all run its cOS platform. 150 customers and 45.7M cable modems live on it today. Charter alone has committed $5.5B to this upgrade through 2027. Every single node they deploy requires an HLIT license. Q1 revenue grew 43% YoY and beat the top of guidance by 16%. Backlog hit $582M, up 87% YoY and 1.2x full year revenue guidance. The biggest cable upgrade cycle in history is already booked. The chips and the lasers get all the attention. The toll booth between AI demand and your living room is hiding in plain sight. Full deep dive in the comments. $HLIT $CMCSA $CHTR $CALX

@tsoh_investingApr 23, 2026 · 12:35 PM

Comcast Linear TV (MVPD) Customers $CMCSA https://t.co/7Jey9yY5aU

@vulturetradesMar 30, 2026 · 5:07 PM

$CMCSA 55% at 0.17 Lfg https://t.co/qMestbxV0l

@vulturetradesMar 30, 2026 · 3:41 PM

$CMCSA 45% wow 0.11 > 0.16 https://t.co/s7D1orVvEK

@vulturetradesMar 30, 2026 · 3:36 PM

$CMCSA over $29.00 is gone

@vulturetradesMar 30, 2026 · 3:35 PM

$CMCSA up 35% here at 0.15

@vulturetradesMar 30, 2026 · 3:26 PM

$CMCSA potential 5x

@vulturetradesMar 30, 2026 · 3:25 PM

$CMCSA 29.5 Call 4/2 at 0.11 🚨

@pelositrackerMar 18, 2026 · 4:58 PM

Two years ago, @QuiverQuant launched the Trump Donor Portfolio on Autopilot It tracked which companies' employees donated the most to Trump's Campaign & since launch, the thesis worked: Trump Donors: +41.8% S&P 500: +17.4% Here's the full positions & how you can trade alongside 1. Micron $MU - up 125% 2. Caterpillar $CAT - up 35% 3. Lockheed Martin $LMT - up 32% 4. Google $GOOGL - up 22% 5. Next Era Energy $NEE - up 9% 6. Union Pacific $UNP - up 8% 7. Altria Group $MO - up 22% 8. Comcast $CMCSA - down 2% 9. Apple $AAPL - down 3% 10. Amazon $AMZ - down 4% 11. T Mobile $TMUS - down 6% 12. Palantir $PLTR - up 269% 13. Meta $META - down 15% 14. Booz Allen $BAH - down 22% 15. Microsoft $MSFT - down 24% The inception of the portfolio was on 11/4/24 To date, 2,262 Americans have Autopiloted $5M+ alongside the portfolio See follow on tweet to learn more

@vulturetradesFeb 11, 2026 · 5:56 PM

$CMCSA IS UP 50% here

@vulturetradesFeb 11, 2026 · 3:04 PM

$CMCSA 33 Call 2/13 at 0.12 🚨 (avg here)

@vulturetradesFeb 11, 2026 · 2:58 PM

$CMCSA adding heavy

@vulturetradesFeb 11, 2026 · 2:57 PM

$CMCSA set up looks amazing 🦅

@vulturetradesFeb 11, 2026 · 2:56 PM

$CMCSA 33 Call 2/13 at 0.15 🚨

@ragingventuresFeb 3, 2026 · 9:06 PM

$CMCSA has shown some signs of life, particularly after adding back the value of the $VSNT spin. I am peeling off some of these long-dated calls but am not touching the large common stock position I accumulated in H2 '25. I also recently purchased $CHTR.

@tsoh_investingJan 29, 2026 · 3:12 PM

Comcast U.S. Pay-TV Customers $CMCSA https://t.co/y2csApFvV2

@vulturetradesJan 15, 2026 · 3:51 PM

$CMCSA $28.50 break will be massive

@vulturetradesJan 15, 2026 · 3:50 PM

High Confidence ⚡️ $CMCSA 29 Call 1/16 at 0.09 🚨

@vulturetradesJan 15, 2026 · 3:49 PM

$CMCSA 29 Call 1/16 at 0.09 🚨

@valuedontlieJan 14, 2026 · 12:21 PM

2) $VSNT hammered post-spin from $CMCSA... consensus view is a BK melting ice cube, but plenty of cash will get deployed before (or if) that happens https://t.co/chnRiLOhR4

@valuedontlieDec 29, 2025 · 6:42 PM

ChatGPT favorite investment idea for 2026 is $CMCSA https://t.co/eaQdyHbAzc

@valuedontlieDec 28, 2025 · 3:30 PM

$VSNT notes (spin-off from $CMCSA) 1) spin coming Jan 2026, 1 share of VSNT for every 25 CMCSA = ~145m s/o 2) linear cable networks (MSNBC, CNBC, Golf, USA Networks, etc.) -- sales declining 5% annually from 2016-2026E 3) initial 2026 guide = $6.275bn sales (3-7% decline) & $1.925bn EBITDA (7-14% decline) -- high chance of "melting ice cube" status 4) management targeting 50% revs from non-pay-TV sources by 2030 (vs. 17% today) -- via acquisitions + organic product launches 5) cash generation -- minimal capex/WC, targeting $1-1.2bn FCF in 2026 ($7.60/sh) 6) clean balance sheet -- $2.25bn net debt = <1.2x leverage (tons of capacity for M&A) 7) starting valuation -- initial share price $47 = $6.8bn market cap ($9bn EV) = 4.7x EBITDA / 6.2x FCF (low end of comp range) 8) my FV est. = $36-60/sh based on 4-5x EBITDA (assumptions in my write-up) Sort of interesting here but not a slam dunk. Management mum on M&A plans, but not interested in horizontal deals (i.e. buying more linear networks). Optionality for mega-deal / merger still on the table here. (As a reference, $STRZ ($12) trades at 4x EBITDA with ~70% of revenue from non-linear sources)

@valuedontlieDec 10, 2025 · 2:18 PM

$VSNT cable network spin 2025E EBITDA $2.15bn (-10%) 2026E EBITDA $1.85-2bn (-7-14%) Net debt $2.25bn At 4-5x = $7.4-10bn EV or $5.15-7.75bn equity value 3.6bn CMCSA shares = $1.40-2.15 per share $CMCSA at $27 so this is a ~15x spin ratio of a rapidly declining biz Hmm...

@valuedontlieDec 6, 2025 · 6:29 PM

Thinking of buying $CMCSA $CNK in the wake of the WBD transaction…

@ragingventuresDec 5, 2025 · 2:32 PM

$WBD worked out quite nicely over the past two or so years, although I was a little too quick to hedge out a lot of my position in the high teens. Focused on $CMCSA now, been buying long dated out of the money 2027 calls

@ragingventuresNov 21, 2025 · 3:59 AM

John Malone on CNBC today essentially argued for why $CMCSA and $CHTR should cut back on buybacks and capex while ramping shareholder dividends — specifically noting that $VZ trades at a better multiple due to its dividend policy. (Long $CMCSA and long-dated OTM $CMCSA calls)

@tsoh_investingNov 10, 2025 · 2:28 PM

Today's TSOH Investment Research "A Transformational Moment" $CMCSA $CHTR Thank you to @FrancoOlivera for his feedback! https://t.co/TsBk4h5Nqv https://t.co/awbqJ6SHSd

@tsoh_investingNov 9, 2025 · 4:16 PM

$CMCSA and $CHTR update tomorrow AM at TSOH Investment Research https://t.co/Lm1Sfu1cWA

@tsoh_investingOct 31, 2025 · 1:04 PM

$CMCSA $CHTR https://t.co/QT35kLsPfO

@ragingventuresOct 30, 2025 · 1:53 PM

None of this is new news or surprising at $CMCSA, and no one wanted to be long the stock in front of it. I think we're close to getting washed out here and I wouldn't be surprised if the stock actually reverses higher now that the "bad news" is officially out.

@ragingventuresOct 30, 2025 · 12:53 AM

OK, I’m embarrassed, but I bought a bunch of $CMCSA today sub $29. Let’s get that window open and the stock buybacks on full gear!

@ragingventuresOct 28, 2025 · 1:15 AM

A $CMCSA bid for $WBD could unlock value at Comcast by forcing a NBC/Peacock spin. These media assets deserve a big premium to $CMCSA’s ~5.5x EBITDA multiple, and synergies should pay for the $WBD deal premium. Not sure how Roberts appeases Trump though; MSNBC is so slanted.

@tsoh_investingOct 21, 2025 · 3:49 PM

Comcast co-CEO Mike Cavanagh (from May 2021): "Hear me loud and clear: we like the hand we have, and M&A is not an answer." $CMCSA https://t.co/WzdjTas9Yu

@valuedontlieOct 10, 2025 · 1:12 PM

$CMCSA Versant spin docs filed (timing is yearend 2025). It will almost certainly get a "melting ice cube" multiple. 1) Revenue declining at 5% 2) EBITDA declining 8% 3) Subs declining 8% 4) $2.25bn net debt EBITDA was $4.4bn in 2019 and now ~$2.7bn. At 5x = $13.5bn EV less $2.25bn = $11.3bn equity value. On 3.7bn CMCSA shares out = ~$3/share so maybe 10% of current CMCSA share price... Maybe a good chance this gets puked into the spin... Looks like all capital allocation options will be on the table, wonder where they'll take this thing over the next 3-5 years... Hmm...

@tsoh_investingOct 9, 2025 · 5:37 PM

Over the past five years (FY20 - FY24), $CMCSA repurchased ~$37 billion of stock at an average cost of ~$42 per share (used ~60% of its FCF)

@valuedontlieSep 22, 2025 · 6:15 PM

Some cheap bigger caps trading at 4-6% dividend yields: $MO $TGT $TAP $HRL $KEY $CVX $HPQ $SWK $KVUE $AMCR $CMCSA

@tsoh_investingSep 7, 2025 · 3:38 PM

Interesting comment this week from $CMCSA CFO Jason Armstrong: "I think what has been a little bit of a surprise has been the durability of fixed wireless (FWA)... They've talked about this being a fallow capacity model; maybe that's true, maybe that's shifting a little bit."

@tsoh_investingJul 7, 2025 · 2:36 PM

"While a merger between $PARA, $CMCSA, and $WBD could in theory help narrow the scale gap with $NFLX, the real challenge lies in geographic redundancy and a lack of global diversification."

@tsoh_investingJun 30, 2025 · 6:39 PM

Today's TSOH: "An Open Letter to Comcast CEO Brian Roberts" $CMCSA https://t.co/V9Cytj8N4g