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Media Stocks Midyear Assessment

Strictly Business

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The Unwinding of the Pay TV Business

I still think there's inevitability to the video game business, which we have not mentioned, yet in this conversation and makes so much sense. I don't know though that regulators would be okay with a purchase of a take to interactive or a merger of those big names either. With the whole generative AI stuff with mixed reality headsets, there's a lot of opportunity within gaming as well.

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