YouTube is about to steal something big from Disney

The House of Mouse may seem like the unshakable king of media to many (yes, even despite the debacle around its "woke" take on Snow White), but despite how long it's been in the game, a new competitor has arrived to steal the crown.

In a recent note, MoffettNathanson principal analyst Michael Nathanson revealed who Disney  (DIS)  is losing its long-standing lead to - and it's quite the bombshell.