$NFLX
Netflix
first mention in our archive Jul 7, 2025 · latest 1w ago
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5 STOCKS TO BUY ON THE NEXT ROTATION The market rotates. Smart money repositions. Here are five names that become must-own on the next meaningful pullback. $META — AI Monetization Just Getting Started → Llama models powering ad targeting at a scale no competitor can match → Threads + WhatsApp monetization still in early innings → Ray-Ban AI glasses quietly becoming the sleeper wearable play of 2025 → $60B+ buyback machine with a balance sheet that prints cash every quarter → Every dip has been a gift. Next rotation = next entry. $MSFT — The Enterprise AI Monopoly → Copilot embedded across Office, Azure, Teams & GitHub — 1.3B users → Azure OpenAI services growing faster than the cloud business itself → Enterprise contracts are sticky — churn is near zero → The only company that can sell AI to every Fortune 500 simultaneously → Pullbacks in $MSFT are historically short-lived. Load accordingly. $NFLX — Profitable Streaming King with Pricing Power → Ad-supported tier scaling fast — a new revenue engine activating → Live sports rights (NFL, WWE) expanding the total addressable audience → Password sharing crackdown already converted tens of millions of free riders → Margin expansion story is just beginning — operating leverage kicking in → When growth stocks rotate out, $NFLX is the first to bounce back $SOFI — The Fintech Nobody Talks About Enough → Full-stack digital bank with a banking license = true competitive moat → Student loan refinancing + personal loans + investing + crypto — all in one app → Member growth compounding quarter over quarter with rising ARPU → Rate cut cycle is the ultimate catalyst — cheaper cost of capital = margin expansion → Massively underowned by institutions. Rotation into financials = $SOFI rockets. $NOW — The Enterprise Workflow Engine → ServiceNow is quietly becoming the AI automation layer for global enterprises → AI agents embedded directly into IT, HR & finance workflows → Net Revenue Retention above 120% — customers expand, never leave → Every enterprise AI budget eventually flows through $NOW → Premium valuation justified by best-in-class execution. Dips are rare. Own them. → Market pulls back → growth sells off indiscriminately → These five get dragged down with the tape → That’s your window — not a warning, an opportunity → Strong fundamentals + temporary selling pressure = asymmetric entry Not financial advice.
BREAKING: Texas is suing streaming giant Netflix , $NFLX, for allegedly spying on children and collecting users’ data without their knowledge or consent.
What’s your excuse? Buy a new laptop: $1,000 → “No problem” Spend $100 on coffee → “No problem” $NFLX: $20/month → “No problem” Invest $500/month → “Too expensive” It’s not about money. It’s about priorities. The same people who “can’t afford” to invest in $IREN at $44… Will pay full price at $100. The same people who “can’t afford” $RKLB at $80… Are watching it from the sidelines at $200. Life is a question of priorities. Choose wisely. -BP Note: This is NOT financial advice.
Here’s a full breakdown on our monthly economy and what we use: For context we are 2 adults and 3 kids. Tax around 38-50% depending on income. Top 1% national income. Monthly household economy breakdown (2 adults, 3 kids): • Housingdebt, interest: $1,872 • Water/electricity: $562 • Insurance: $624 • Cars: $343 • Daycare: $608 • Food: $1,248 • Other household items: $390 Total expenses ≈ $5,647 This leaves $4,836 Roughly 50% of total income goes to expenses. I covers 80% of household costs plus all extra savings for house and kids. Amounts remain for each to spend or add to savings/investments each month. Personal breakdown: • Income after tax $6,396 • (+$1,716 in pension) • Expenses: $3,432 • Monthly savings/investment: $1,576 • Left: $1,388 What’s left is used to cover; gas, subscriptions like $NFLX, weekly trips, take-away. As of now I’m building up a cash-position. My goal is 30% of total my portfolio. I’m at 6% as of now. The cash-position will be used as back-up/DCA into LT/ST-portfolio. LT-Portfolio: $IREN $NBIS $CIFR $ONDS $AMPX $PNG.V $RKLB $HIMS $OUST $AAOI ST-Portoflio: $SIVE -BP
TSOH Weekly Roundup (04/24/26) Companies discussed include $BRK.B, $IMAX, $KNSL, $MKL, and $NFLX https://t.co/aRuoEJQ42f https://t.co/h1IOYGXMM1
$NFLX Netflix announces $25 billion share buyback
Today's TSOH Investment Research Netflix: The Pace of Change $NFLX Thank you to @FrancoOlivera for his feedback https://t.co/pCr6qiYKfI https://t.co/5kuiihQ5I9
Netflix update tomorrow morning at TSOH Investment Research $NFLX As always, includes 100% transparency / prior disclosure of any changes https://t.co/ENOPO6efn3
$NFLX Fundamentals are strong. The selloff is sentiment/guidance-driven, not a business problem. Classic “beat and retreat” — buy the rumor, sell the news in a nervous macro environment.
Netflix Run Rate Revenues $NFLX https://t.co/gqv15kGHLV
BREAKING: Reed Hastings, Netflix’s, $NFLX, chair, will step down from the company he co-founded in 1997.
The day after $NFLX declined to raise its offer, $PSKY reached an intraday high of ~$14.0 per share. Their stock price has fallen by ~25% since then.
Thank you to @AndrewRangeley for having me back on YAVP! We discussed $NFLX, $WBD, $PSKY, $DIS, and more https://t.co/UKiphQePVu
$NFLX ran +26% this week following the terminated Warner Bros merger with Netflix… Paramount as a result paid $NFLX, $2.8B in breakup fees, which is more than its Q4 net profit in total. Holding its trendline support, it is clear $NFLX will squeeze. $130+ Incoming by July. Don’t miss it…
52 week low for $NFLX
If $NFLX released a real account of the monarchy, "The Crown" today would be CSAM
@NetflixKR $NFLX @dylan522p on the season 3 wen?? Nickname: "That SemiAnalysis Guy" https://t.co/VIGOBxWHT9
These 10 picks are the current best risk to reward opportunities available: ~ $ONDS at $10 ~ $EOSE at $14 ~ $IREN at $53 ~ $AMZN at $239 ~ $NFLX at $83 ~ $NBIS at $85 ~ $ZETA at $18 ~ $OKLO at $79 ~ $OSS at $9 ~ $LUNR at $18 Take advantage of pullbacks before these picks run… https://t.co/9NRyGYGzyk
Today's TSOH Investment Research "Netflix: Waning Optimism" $NFLX https://t.co/Ox6Py3yLTz https://t.co/1qAVqS2ltt
$NFLX 10-K: "We offer a variety of membership plans, the price of which varies by country and the features of the plan. As of 12/31/2025, pricing on paid plans ranged from the U.S. dollar equivalent of $1 to $37 per month."
Netflix TTM EBIT Margins $NFLX https://t.co/IBs9cwfQhn
Drawdowns Oracle $ORCL -50% Netflix $NFLX -39% Facebook $META -24% Palentir $PLTR -22% Broadcom $AVGO -21% Microsoft $MSFT -20% Apple $AAPL -15% Nvidia $NVDA -15% Google $GOOGL -4% Hello, where did the $4T go?
Netflix Annual Operating Income $NFLX https://t.co/S70grGb7f6
Today's TSOH Investment Research "A Rare Opportunity" $NFLX $WBD $PSKY Thank you to @FrancoOlivera for his help! https://t.co/L4eNpRLkYD https://t.co/91OTJu0JvM
$NFLX update tomorrow morning at TSOH Investment Research https://t.co/9uGzVMxPs4
These morons don’t even understand why I left $NFLX. Now they want to buy my loyalty🤣🤣 https://t.co/iHe9v5wIJK
Peacock TTM Revenues: $5.1 billion (+11% YoY) $NFLX UCAN TTM Revs: $19.1 billion (+14% YoY) https://t.co/pAvKxDbaZn
Today's TSOH Investment Research "Nothing Is A Must-Have" $NFLX update https://t.co/okaEh6Kp75
Today's TSOH Investment Research "Nothing Is A Must-Have" $NFLX https://t.co/okaEh6KWWD
Netflix update tomorrow morning at TSOH Investment Research $NFLX https://t.co/cyDxVbxZ9h
$NFLX run rate International revenues crossed $25 billion in Q3 FY25 https://t.co/4Hc3PHs8vh
Netflix Adjusted EBIT Margins $NFLX https://t.co/a7FhRQ73tU
Netflix Annual FCF $NFLX https://t.co/KiPxiyzq8x
Netflix Run Rate Revenues $NFLX https://t.co/t1w1fyHPdm
@thedarkonexx Think that's right - ended up selling $MU and was short $NFLX Thought process here seems to have started with "Micron is a good business to own", which worked out; not sure how much it mattered.
David Einhorn, Q2 2015 letter: "Our long-term outlook is that sometime in the next few years, $MU (currently valued at $20 billion) will be worth more than $NFLX (currently valued at $40 billion)." Owning either one of them, or both of them, has worked out well https://t.co/f4a8XAtBor
Trailing Three-Year UCAN DTC Revenue CAGR $WBD: +4% p.a. $DIS: +10% p.a. $NFLX: +12% p.a.
Latest from TSOH Investment Research Netflix: "Content, Variety, Quality" $NFLX https://t.co/jj7PmGxHrc
Netflix update Monday morning at TSOH Investment Research $NFLX As always, includes prior disclosure of any proposed portfolio changes https://t.co/81TdW0Y7a0
"While a merger between $PARA, $CMCSA, and $WBD could in theory help narrow the scale gap with $NFLX, the real challenge lies in geographic redundancy and a lack of global diversification."
