u/AcanthaceaeBoring487

We’re seeing a new pattern:

Massive blockbuster weekends (e.g., $160M Toy Story 5 domestic open) create extreme, compressed traffic spikes.

Mid-week “dwell time” collapses, leaving theaters nearly empty and fixed costs whipsawing.
But the remaining audience is eventizing each visit – trading up to PLF (Dolby/IMAX) and spending more on concessions.

Alt data shows:
+22% per-capita credit card spend
40% of Toy Story 5 tickets sold in PLF formats

Translation: AMC is extracting more revenue per trip and leaning into high-margin premium and concessions to offset structurally lower visit frequency.

Less time in the theater. More spend per visit. High-velocity monetization.

Most of the conversation around Microsoft today is about short‑term momentum, missed breakouts, broken moving averages, and red bars on daily charts. I’m looking at something different.

On the quarterly timeframe, MSFT still sits inside a powerful secular uptrend. The current drawdown looks like a correction within that trend, not a structural break. Quarterly RSI is deeply oversold and just beginning to curl higher, which usually happens late in a down swing, not at the start of one.

The candle is close to inverted hammer at oversold , which means shorts on the last leg and will cover at first sign of momentum.

When I zoom into the weekly chart, the picture gets more interesting. Price is hovering above a well‑defined support band around 360–365, an area that previously launched a strong rally.

At the same time, weekly RSI is putting in a higher low while price retests similar levels. That bullish divergence tells me each push down is doing less damage to underlying momentum. Selling pressure is tiring right where prior buyers stepped in.

For a momentum trader, this may still be “guilty until proven innocent.” For a long‑term investor in compounders, it looks like an early accumulation opportunity.

My approach is simple: begin accumulating in on dips toward the 360s, add only if the weekly structure starts to turn up, and respect a clear invalidation level if support fails decisively.

I don’t know if this is the exact bottom. I do know I’d rather accumulate a durable, cash‑rich franchise near support than chase it after the next breakout headline.