I'm Carl Kintania. You're listening to CNBC's Tech Check. Our show is live weekdays at 11 a.m. Eastern. Listen in.

Happy Friday. Welcome to Tech Check. I'm John Fort with Carl Kintania and Dio Drobosa. Big, big hour ahead here on Tech Check. On earnings, you've got the CEOs of both DoorDash and SoFi in first on CNBC interviews. Plus, Reddit now has a valuation north of $10 billion, and CEO Steve

Huffman is coming up this hour to talk social media and Wall Street bets. We are also talking

Disney and some Airbnb as a very strong quarter gets overshadowed by doubts over Delta at Airbnb

anyway. You see it stock down there, two and a third percent.

And you'll meet the family who sold off everything they owned to get into Bitcoin back when it was at $900.

Carl?

I love a good trade. We'll talk about that, John. We're going to start, though, with three stocks that all saw huge pandemic tailwinds.

First, of course, is Disney,

blowing past estimates on all fronts for the quarter as its parks, experiences, and product

segment returns to profitability for the first time since the pandemic began. Disney plus, another bright

spot coming in 116 million subs. If you're trying to do the math in your head, that's more than

12 million additions for the quarter, and when including the math in your head, that's more than 12 million

additions for the quarter. And when including ESPN and Hulu, revenue for their DTC segments

was up a whopping 57%. Disney clearly expecting further gains for the streaming service,

forecasting between 230 and 260 million Disney plus subs by 2024. But the biggest question that remains continues to be

the pandemic's impact on the parks, a key revenue driver for the company. And it's one reason,

guys, why Goldman went to 218 this morning, Morgan Stanley at 210D. The title of their report is

back on Space Mountain. And they say while the

COVID variant is a near-term risk, that strong U.S. consumer is expected to last into 2022.

Good old Space Mountain. You think they might update that. It is a big question going forward.

On the Disney Plus front, which is still such a huge part of this story as well.

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