Who mentions $DIS most on Surfaced?

@tsoh_investing (Alex Morris (TSOH Investment Research)) mentions $DIS most — 16 mentions in the past 12 months.

When was $DIS first mentioned on Surfaced?

The earliest tracked mention of $DIS in the Surfaced archive was on Aug 6, 2025.

How many voices track $DIS?

16 FinTwit voices have mentioned $DIS 44 times in the past 12 months.

What kind of voices mention $DIS most?

$DIS is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$DIS

Walt Disney

$DIS

Walt Disney

Past 12mo:44mentions16voices

All voices11 calls since Aug 2025show all

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About this stock

Walt Disney ($DIS) generated 42 mentions from 16 distinct FinTwit voices over the 12-month period from August 2025 through June 2026, with @tsoh_investing (Alex Morris) accounting for 16 of those mentions. The stock appears most frequently in long research discussions among the tracked voices. Secondary contributors include @amitisinvesting (4 mentions), @ftr_investors (3 mentions), @stocksavvyshay (3 mentions), and @tradableastro (3 mentions). The most recent mentions occurred in June 2026, with $DIS referenced in comparative market capitalization discussions and noted as part of broader institutional investment activity.

AI-generated from tracked posts · updated Jul 11, 2026

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@alphaticaioJul 9, 2026 · 11:08 PM

News just came across on $DIS Walt Disney discussing enabling free-tier content on Disney+ - Business Insider, citing people familiar with the matter ($96.17, 0.00)

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@investmentguru_May 6, 2026 · 10:54 AM

$DIS shares rose 8% premarket after Q2 revenue grew 7% to $25.2B, adjusted EPS beat at $1.57, and the company guided for ~16% full-year adjusted EPS growth with at least $8B in buybacks.

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@alphaticaioMar 25, 2026 · 12:59 AM

In 2017, Netflix generated 21 cents for every dollar Disney made. Today it's 48 cents. Nearly half. NFLX: $11.7B → $45.2B (+286%) DIS: $55.1B → $94.4B (+71%) Netflix did one thing. Disney tried to do everything. Netflix bet the entire company on streaming. No theme parks. No cruise ships. No merchandise. No ESPN. Just content and a subscription button. Disney spent $71 billion acquiring Fox, launched Disney+, burned billions on streaming losses, restructured three times, and brought Bob Iger back from retirement. The result? Netflix now generates more operating profit from streaming alone than Disney generates from its entire entertainment division. The stock tells the rest of the story: Total returns since 2003: NFLX: +35,951% DIS: +362% $10,000 in Netflix turned into $3.6 million. $10,000 in Disney turned into $46,000. Focus compounds. Complexity dilutes. $NFLX $DIS

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@stocksavvyshayMar 24, 2026 · 8:40 PM

OpenAI is reportedly ending its $DIS partnership less than three months after announcing it. https://t.co/8PGBtVZD2U

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@tradableastroFeb 15, 2026 · 9:07 PM

$DIS more attractive than people might think Support is support until proven otherwise! https://t.co/k5dItoCapZ

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@kaizen_investorFeb 2, 2026 · 11:52 AM

$DIS with a strong double beat in Q4. The stock is +4% after these strong earnings 🟢 Disney’s latest results show a company successfully pivoting its business model, though not without growing pains. The big win is in streaming (SVOD), where profits are surging as more people subscribe and stay engaged. At the box office, hits like Zootopia 2 and Avatar prove Disney has regained its creative spark, driving fans back to theaters. Theme parks remain a powerhouse, despite global economic shifts, families are spending more per visit on cruises and attractions. However, it’s not all magic. The Sports (ESPN) division is struggling with the high cost of broadcasting rights, and overall profits were dampened by heavy investments in new technology. With a massive $7 billion stock buyback planned, $DIS is betting big on its own long-term recovery.

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@unusual_whalesDec 16, 2025 · 11:57 AM

New details of OpenAI and Disney, $DIS, deal has been released. Bloomberg reports it is entirely in stock warrants rather than a cash licensing fee. OpenAI will offer Disney the option to purchase shares in the high-flying startup beyond its previously announced $1 billion stake.

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@ftr_investorsDec 11, 2025 · 5:43 PM

$DIS Disney and OpenAI signed a 3-year deal allowing Sora to generate fan-made videos using 200+ Disney, Marvel, Pixar & Star Wars characters. Disney will also invest $1B in OpenAI and use its tech across the company 🤖🏰 Is this the AI partnership Disney needed? ✨ https://t.co/evqnHQLF3c

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@benitozDec 11, 2025 · 2:08 PM

Disney dropping $1B on OpenAI and opening up its IP to Sora is insane: Mickey isn’t just a character anymore, he’s a platform. Every kid with a laptop becomes a mini-Pixar. The real question: does this make $DIS a content stock or an AI stock now? 🎥🤖📈 https://t.co/Jp4rgWxDtD

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@tsoh_investingAug 11, 2025 · 2:05 PM

Today's TSOH Investment Research Disney: A New Era $DIS https://t.co/95i4YkygHy

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@tsoh_investingAug 6, 2025 · 12:21 PM

Disney+ Global subscribers up ~5% YoY to ~127.7 million $DIS https://t.co/vFdYBlhdjb

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