Reddit Posts
Who should replace Tesla as the newest member of the “Mag 7?”
Vince McMahon, WWE founder, resigns amid sex trafficking allegations | $NFLX
Closed my INTC puts, rolled into 600 NFLX $600 calls expiring next week
So who made absolute BANK on Netflix today?
IS THIS LEGAL?? BROKER WITHOLDING FUNDS/POSITION.
NFLX beat has made me bearish on theatre stocks and SBUX looks like it wants to die.
12k Netflix YOLO (not a recommendation play like my previous TRV play)
$NFLX 487.5 Calls anyone? That IV says otherwise 😷
Offsetting Previous Losses While Continuing to Invest for the Future
Seeking Advice on Reallocating Tech Stock Profits to IRA: Long-Term Gains vs. Retirement Planning
Watching Leave the world behind... Puts on TSLA Calls on NFLX
Should have bought $NFLX the last time I used the Netflix App
Netflix (NFLX) Acquires Kim Kardashian's Comedy The Fifth Wheel
What US taxes are US non residents required to pay for owning or selling stocks of US companies?
Sound Investment Symphony: Why $SPOT is Tuned for a Bullish Crescendo in 2023
Funds were waiting for earnings to justify EOY rally. Taking bullish hedges.
Net-Flixxxxx! The same business with half the features.
Does this call put me in position to make gains if AMZN has good earnings ?
Dumb shit ! $NFLX can’t even watch anymore
NFLX vs. TSLA pre-market after earnings yesterday.
Did you upgrade Netflix like all the professionals? I upgraded the stock from hold to buy and raise price target from $200 to $500.
Go suck a giant wendys dumpster dick NFLX.
Future Multi-Baggers? What stocks do you think will have exceptional growth? And Why?
10/18/2023 - Put credit spread with highest return sorted by %OTM (delta < 0.3 and DTE < 21)
I wanted to try to invest in 10 completely random stocks to see if this beats the market in 1 year, so I asked ChatGTP...
WSJ - Hollywood Writers Reach Agreement With Studios, Streamers to End Strike
If I wanted to short $NFLX through EOY, are buying puts my best bet?
Reminiscing on my first NFLX purchase
PARA has gotten clobbered in the last 2 years. $40 -> $15
Hollywood studios, writers near agreement to end strike, hope to finalize deal Thursday
Hollywood studios, writers near agreement to end strike, hope to finalize deal ThursdayI
Writers Strike Ending, Nothingburger or Buy the Rumor?
Help finding spiked up/down stocks
If you think SAG will get what they're asking for, Short NFLX
Netflix Stock Forecast: Can (NASDAQ: NFLX) Touch Sky Soon?
For the older traders (15+ years ago) what was trading like?
Time to short NFLX? So many of their docuseries feel like a page out of Practical Radical.
What stocks typically make $25+ moves during earnings?
Netflix trying to push it's subscribers to an ad-based model is a bad sign
NFLX is probably a great move between now and next earnings.
Mentions
I have taken a gigantic position in NFLX calls, $160 strike, January 2027 expiry. You have been warned. Watch.
NFLX and AMD tag teaming my gains with their money destroying fusion
I'm buying at this level for sure. The issue with the WB deal is the amount of debt they are buying when NFLX has almost no debt of its own this would be an additional expense as well as the fact they will be buying assets from WB that they have no track record of operating before so there is uncertainty they will be able to integrate quickly and efficiently. I personally think these uncertainties represent a buying opportunity even if it continues to go down in price. They have pricing power and content superiority in the streaming world. If earning don't see a price pop for my shares I'm buying LEAPs. Maybe around $70-$75 calls for 2028.
Yeah buddy, go ahead & short NFLX to $20 🤣
i am a certified gambler. can't even remember when was the last time i actually bought shares. i would say i don't think NFLX will see a sudden upwards momentum. It will go down and still has way more to go prob. they will shakeout retail and then after few months it will start going up. Thats just how my experience was with other stocks like NVO, META that went big down no bunch of no news.
Good questions — and there are a couple of important clarifications first, because part of the confusion is coming from the narrative. First: Netflix is not buying Warner Bros. Netflix is not acquiring WB / Warner Bros. Discovery. What has happened over time are: • licensing deals (Netflix licenses WB content) • distribution partnerships • occasional rumors/speculation that never materialized Markets would react very differently to an actual acquisition. So the recent price weakness isn’t “the market selling the WB deal.” ⸻ So why is NFLX pulling back? From a CCR-style, market-behavior perspective, this isn’t about Netflix suddenly becoming a bad business. It’s about expectations resetting after a long, strong run. Here are the real drivers: 1. Netflix ran far ahead of fundamentals NFLX had a massive rally leading into this pullback. When a stock reprices higher quickly: • even good news can stop pushing it up • “less good” news gets punished • profit-taking becomes rational, not bearish This is classic post-expansion digestion, not a broken thesis. 2. Subscriber growth matters less than monetization now Netflix has largely transitioned from: “How many subscribers?” to “How much profit per subscriber?” That means the market now reacts more to: • ARPU growth • ad-tier performance • margin expansion • content spend efficiency If any of those come in slightly below expectations, the stock can slide even while the business is healthy. 3. “Monopoly” ≠ pricing power without limits Netflix is dominant, yes — but it’s not unchallenged: • Disney+, Prime Video, YouTube, regional platforms still matter • consumers are price-sensitive • churn rises when prices move too fast The market knows Netflix can’t just raise prices endlessly without consequences, so dominance doesn’t mean straight-line upside. 4. Stocks don’t move on “good companies,” they move on change Netflix being: • the leader in streaming • strong in originals • dominant in anime …is already fully known and priced in. What moves the stock now is: • changes in growth trajectory • changes in margins • changes in engagement trends Not the headline narrative. ⸻ From a CCR-style perspective: what matters here You said you’re buying “bit by bit,” which is actually smart if you’re clear on your timeframe. If you’re thinking long-term (years): • This looks more like a valuation reset, not a thesis break • Incremental buying beats trying to pick the exact bottom • NFLX still throws off real cash and has operating leverage If you’re thinking short-to-medium term: • Expect volatility • NFLX is a crowded institutional name — it doesn’t drift quietly • Pullbacks can overshoot before stabilizing A key CCR question to ask yourself: “Would I still want to own this if it chops sideways for 6–12 months?” If yes, scaling in makes sense. If no, you may want to slow entries and wait for price to prove support. ⸻ Bottom line • Netflix isn’t going down because of a WB acquisition — that isn’t happening • The pullback is about expectations, not survival • Market leadership doesn’t prevent corrections • Scaling in beats all-in, especially after a big run If you want, tell me: • your intended holding period • whether this is a core position or a satellite bet
NFLX is looking kinda dumpy from the chart im looking at, might a slight pull up but wouldnt have to much hope for a crazy pop this coming week.
NFLX / SPOT due to the rerevolution of piracy. UBER / LYFT due to self driving normalization.
NFLX, WBD acquisition won’t be cleared up until late 2026 and at its current rate of decline it will be -$30 bucks by then.
One of Netflix's pro-consumer arguments for this acquisition is that WB content will be more readily & cheaply available to consumers because of Netflix's cheap subscription fees. Compared to how expensive Theatres are, NFLX/WB will be available to offer more competitive rates to consumers.
All I'm saying is... NVO and INTC were my last two turnaround plays and they worked out fine. The important thing is to buy the big dips and of course, be patient. Position: long NFLX @ $91.36.
Can see NFLX being $110-140 by EOY tbh and then looking at a slow creep to $150 in 2027 as it’s PE catches up to itself
Yeah I think NFLX stock will be in limbo for a while with this WBD deal. Forward guidance will be more important than earnings though.
That makes sense. So it is justified. I still hope NFLX manages to surprise us and beat estimated EPS just so we get some upward momentum.
Their PE is still high, at 37.88. If you check their earnings history: [https://stockschecker.com/earnings?tab=Tab4&ticker=NFLX](https://stockschecker.com/earnings?tab=Tab4&ticker=NFLX), you can see that EPS is falling relative to revenue. Growth is slowing down. Furthermore, they currently have many competitors. Yes, it could probably leap forward if it struck a deal with Warner Bros, but I don't think that would change the game in the industry.
A wise person once said, to invest in products that became a commonly used verb (e.g. "google something"). I believe NFLX will be back to $120s in 2026.
I bought NFLX in 2024 and the last month has more or less wiped up all my gains. I’m still long Netflix tho: financials are good, long term the company has strong brand value and this deal opens up box office revenue for them and classic IP to work with instead of needing to make something of their own stick. Also their international penetration destroys all other non-YouTube video on demand platforms.
Totally depends on your expectations and time horizon. If NFLX succeeds in getting Warner Bros Discovery it gives them what in my opinion they have sorely lacked for years, good content. But it will take a while to integrate it, market it, and turn a profit. If you’re comfortable with a 3 year time horizon, you should do fine.
NFLX is on my watch list as soon as I see the chart stabilize and show evidence that the fall is over. My FMV is $105-110. When I see a trend change developing I’ll look for put selling opportunities to start. Sometimes market movements make no sense. If it’s gonna fall then it’s gonna fall, regardless of what the company is doing. Be patient and let the stock come to you. NFLX is in a good position when this trend changes and will be undervalued. In the meantime there are many others to choose from. That’s why it’s called a “watch list”!!
YT is highly valued than compared to NFLX I don't think they need to match, imo they cannot compete with YT but consolidating they will be second in line, but in different category.
NFLX was an expensive stock pricing in a bunch of growth. Making an acquisition is seen as an admission that the company thinks their organic growth opportunities are limited, leading to multiple compression.
Tbh depending on the quantum of your portfolio, his picks are rather decent. Of course always exercise your own judgement. When it comes to NFLX GOOG and ASML, I tend to agree with his thesis so I have those 3 in my portfolio.
Is the NFLX rout almost done, fellas? So tempting to get in.
You should sell a decent amount of your shares and buy back when it corrects to around $80-85 and use the profits on yourself (if you wanna splurge) or grab some free shares of VOO/GOOG/NFLX/AMZN
NFLX earnings all in, hella bullish. It'll bring me to Valhalla
NFLX opening a theme park like Disney with their IP’s.
I subscribed to Motley Fool for a few years. Got lucky as they recommended AAPL, NFLX, NVDA, GOOG pre-2008 crash. Also a lot of stuff that didn’t work so well. Chasing options, day trading - that never worked for me. Long -term low-expense indexing did, and does, the heavy lifting for me.
NFLX could swallow AMC whole without even blinking if they so desired. They're not interested in getting into the business of owning movie theaters... but the Netflix House strategy seems lame... I digress, but, they should get into real estate for all their reality tv shows and own the locations then use them for each season
I don't fully agree with this. I've always been a buy and hold investor, and I absolutely attribute that stubbornness to my success (I never cut my winning positions, for example, even when stocks like NFLX TSLA and NVDA ran so hard that those three were 90% of my portfolio) but at the same time, I went back through the entire trading history for the past 15 years recently, and I was shocked to see how many positions I exited from pretty early, positions I don't remember ever holding because I held them so briefly, and if I had continued holding those positions until now, 95% of them would have gone nearly to zero and I'd have lost a TON (and missed out on the upside I got in the companies where I reinvested those losing positions) so intelligence is still hugely important.
I completely disagree with all the "do your own research" people here. You will never have the time or expertise to compete with someone who does this for a living or has a whole team behind them. Find an investing recommendation service with an excellent, published, public track record, and copy them, OR invest in ETF's. Period. The vast majority of DIY'ers are losing money or barely profiting. I myself have made insane returns over the last 20 years, (to the point that if I reported my results here I'd probably be banned because my returns are "impossible") and I have never done anything except use the recommendations of experts and then apply my own "gut" feelings and personal common sense to those recommendations to choose the ones that I believed in. The Motley Fool is a great example and this is the service that I primarily used from 2005-2015 or so. Their track record during that time period was simply astonishingly good and I profited enormously from it (I got NFLX, AMZN, DIS, TSLA, NVDA for example all before 2010). Sadly David Gardner, the brother who was really the genius behind the picks, quit and it's never been quite the same. However I do think they are still outperforming the market by a decent margin and their basic "stock advisor" newsletter is cheap. I wouldn't write it off. In any case I would spend a lot of time researching the varous stock picking services out there and find ones that are legitimate with proven long-term track records where you can verify their returns. If you are making your picks from a service that averages a 70% win rate and good average return, in theory you can get better than 70% if you are good at picking from those picks. But your odds are way higher of picking a winner when you're getting good preselection and you can read in-depth reports written by someone who does have the time to really dig in and knows what they are doing.
I’m thinking if NFLX doesn’t hold $89, it’ll touch $80 before it recovers.
You can hold it will eventual bounce back. The real cost is opportunity cost of seeing other stocks go up 40% in one week while your NFLX just sit there collecting -2%
I’m in with June 2026 calls strike $100 I think next week will be a big week for $ NFLX
I am sure one of us regarded works at NFLX. If said regarded, confirms they passed this up to their manager, I’ll full send my kids education fund into NFLX. If all goes south, I’ll make them work at AMC once they’re old enough to work to make my money back.
I spent 8 months to grind from -85% to +1% and full ported NFLX last month. Currently -40%, can’t make this shit up 🤦
Your grammar sucks but wow you may actually be on to something. I’ve been building my $NFLX position for a while and plan to for all of 2026. Good call OP
I am bagholding NFLX bought this crap at $1200 Nothing new release is gonna reach the heights of Squid game S3 and Kpop demon hunters (this is where the stock hit ATH btw) They need to pump good original content that can get a good growth in new customers. Customer base in US is already established Stranger things finale sucked ass lets be real its hardly doing anything for nflx The WBD merger is f**cking crap nearly half the enterprise value is all debt. WBD IP really isn't going to help NFLX. NFLX shines with OG content. Hoping to exit my position soon.
What did NFLX ever do to you?
NFLX 6 month chart is disgusting 🤮
I don't see the way forward for NFLX, there are so many names in the game now. I saw the writing on the wall when they stopped reporting subscription numbers to shareholders
Grabbed some NFLX at $88.88 cause I’m a glutton for punishment.
What’s the correlation between buying $NFLX calls and liking to eat crayons?
I apologize when I say taking another shot, I mean I’m thinking of buying either Intel 50 strike a month or 2 out… or DKNG 2 months out or NFLX 3-6 months out. Maybe spread the money between all 3… so alittle less wacky than I did last few days.
Anyone else bag holding NFLX. I keep averaging down over the last month but thinking I might take the L and move on.
Imagine not loading the boat on NFLX here, lol
Unless NFLX announces they pulling out of this deal it’s gonna just keep floundering, I’ll hold for 1 more week but the fact it hasn’t bounced with this much market strength is concerning.
Totally. Not a bad approach. I think NFLX at it's current levels are what Buffet is talking about with 'It's Better To Buy A Wonderful Company At Fair Price Than A Fair Company At A Wonderful Price'. My whole approach is mainly just GARP investing, which growth at responsible price. NFLX is pretty good price at these levels. However with DDOG, the PEG is a bit high, which is why personally I wouldn't buy it. Not saying don't, it's your money, but for a GARPy investor, the fundamentals don't point to the good price.
My NFLX $100 leaps are already down 40% how fucked am I with this ER
I believe since we have the advantage of having an infinite timeframe basically (don’t have to show results to anyone end of the year) investing in a capital light business such as NFLX at this valuation is a good deal for me ( asset light, good management, cool product). It won’t be explosive but it can beat the index from here imo.
NFLX just slowly bleeding to death https://preview.redd.it/q1wxvqi3sdcg1.jpeg?width=1170&format=pjpg&auto=webp&s=0ae551d0cd044aef9f74eff3390fbb6e2a757cbb
NFLX is gonna still head down after earnings or is this the bottom yet what do you regarded thinks?
Dam. One day. Thought NFLX?
Why are both calls and puts for NFLX trading for less than the strike to underlying delta
NFLX needs to pivot to becoming an AI + EV company
NFLX is really tempting to me via the valuation. I use the DDOG product at work and it's great. Also really sticky, since once you are on it, there's a lot of setup, especially around alerting and monitoring. My biggest issue is still just valuation, since the PEG is too high my taste. Doesn't mean you shouldn't buy it, just I feel like I'd rather get in at a better price. I still think software could be one of those sectors where investors are really negative on it because of AI and if a few good quarters happen, sentiment could turn. I still think there is pressure in some software names until we get earnings.
Massive NFLX August call buying
I’m drunk europoor and I hate TSM, MSTR and NFLX. Lost a shit load of money with these 🫠
Absolute refusal to take a lesson from some individuals in here calling for Satya to retire/stepdown. DDOG getting rocked looks interesting. Also Interested in adding to NFLX.
A downgrade on NFLX, or any stock, at a bottom is always my buy signal. They are trying to shake out the last of retail pussies to build a position
NFLX and AAPL will be worst the stocks to own this year. No AI talent in company, no innovation. Transitioning to a utility company
NFLX is going to soar after its next earnings watch
DCA me more NFLX calls to be more regarded
Bought LAC. Bought RVMD. Bought NFLX. Bought LULU calls. Lost on COST. Keeping my TGT March calls on.
NFLX down because no Conformity Gate?
Youtube is taking share from NFLX
Fuck it. NFLX leaps it is.
NFLX Trend has been very clearly downward for the past 6 months. WSB: “Calls it is”
Could have traded literally anything else besides NFLX and made money
Loading on some NFLX Leaps....
Can’t believe I let NFLX drag my portfolio down like this lmao
NFLX - sick man of the stock market
UNH and NFLX have the same chart today. You call that a coincidence?
The market is up but my port is down cause I own NVDA, NFLX and MSTR. This blows!
I’m so bullish on NFLX it’s not even funny -_-
Wow NFLX is literally the worst steaming pile of scat in the market and I don’t even own it. I just feel sorry for everyone who’s been suffering since it’s abysmal earnings crash
Buying calls on NFLX after it was already up quite a bit was a debatable move, but buying calls during the current M&A debacle is silly. People here think M&A=price up, but it’s more nuanced than that. There’s tons of regulatory issues that need to be dealt with (in every country), snags that could happen down the line, the issue with paramount still being hostile. It’s a $70b+ acquisition - it’ll take time.
I fucking hate NFLX with passion. I am down a life time of subscription.
Happy to report that I bought the NFLX dip about a 1 year ago. I've officially made $3
NFLX P/E ratio is still high AF and they are bidding billions to buy another company wtf did you guys expect? I'm buying if it hits $75 though. ngl.
Stranger Things may be over but NFLX can't get enough of the 80's
Well shoutout NFLX for taking all my December gains you fucking dumb piece of shit
There are some stocks that are lowkey down bad despite the index soaring the last 10 months. ADBE, NOW, NFLX are all down like 40-60%. ADBE is half the price it was 5 years ago.
Learn stage analysis. NFLX has show to be a stage 4 downtrend since it cut its 200DMA. It now needs to make a low and make a stage 1 accumulation base. It'll be months or even a year before you start seeing it trend up. Could've easily avoided this name with knowledge on how stocks move in stages.
This is what happens when new money (NFLX) tries to buy old money (WBD). Or when a 25 yr stud tries to marry a 60 yr old cougar. Yes she has experience but she is still 60 yr old.
I’m in the same boat. I’m so pissed they should’ve taken the Paramount offer. Still holding out hope though. If shareholders accept the Paramount deal, NFLX is off the hook and might even walk away with some cash.
everything ripping except NFLX lol
NFLX continues to fall
NFLX $50 is the only outcome