LYV
5 tracked calls · 5 long · 0 short · last 90d: 4L/0S
first called by TBPN 3mo ago
LONG1mo ago
“Sold-out stadiums”Citrini
Live Nation's sold-out stadium season and DOJ settlement resolution remove the antitrust discount while demand metrics set new records
LYVLONG@ $177.32
$177.00-0.18%
since call Jun 26
peak +2.8%
LONG1mo ago
“Extreme AI is creating extreme analog. I think it's a barbell.”SuspendedCap
AI saturation makes in-person events scarce and premium, lifting the world's largest live entertainment platform
LYVLONG@ $166.63
$177.00+6.22%
since call Jun 22
peak +9.0%
LONG1mo ago
“the other related trade to this is Live Nation, World Cup as well. Like, they're about to print Q2, bro... Live Nation is another one. It's worth $37 billion…”ThreadGuy
Live Nation owns events, ticketing, talent and athletes; about to print Q2 into World Cup and festival season.
LYVLONG@ $162.18
$177.00+9.14%
since call Jun 8
peak +13.6%
LONG2mo ago
“The money is, you know, really moved to live. … You release a record so you can go on tour and sell tickets.”TBPN
Money in music has structurally moved to live; the dominant promoter-ticketer compounds as stadium demand and CapEx climb.
LYVLONG@ $166.15
$177.00+6.53%
since call May 12
peak +11.3%
LONG3mo ago
“extreme AI, I think, is creating extreme analog … I could not be more interested in physical retail, in event-driven businesses, in concerts and venues.”TBPN
As AI floods the digital world, scarce live experiences gain pricing power and the dominant live-events owner re-rates.
LYVLONG@ $158.44
$177.00+11.72%
since call Apr 24
peak +18.3%