NFLX

Jojo4Straight

Not sure what data you’re looking at, but NFLX’s last 5 quarters all had double-digit growth, while DIS, WBD, and PSKY were all single-digit or even negative.

WinstonSalemSmith

The key point is that NFLX is not purchasing the broadcasters, as you mentioned. The Ellison gang is undervaluing them with its $30 bid, therefore they must raise their offer. I do not believe the US admin blocks mergers like Khan did. Instead they just want a cut.

FrostySoftPressure

Don’t care about the market, I just want NFLX $105 EOW, everything else can drop.

Fit_Attitude_2781

I wonder what the hypothesis is here. The current situation with WB seems like a loose - loose. Either they "win" the bidding and buy its nice part for a price the market already deemed too high or they loose the bid which generally creates negative buzz and also doesn't benefit the stock. And those are the better possible outcomes, the worse are they try to go ahead with the merger and get blocked by the FTC which will be under a lot of pressure from Trump who wants Paramount Skydance to buy the company, whicht would be a desaster as they also agreed to pay 6 billion dollar if the deal falls trough for any reason, or they up their bid to beat out Paramount which will see the stock plummet even further. Frankly I don't see how NFLX would get any positive action before Q2 or Q3 next year.

Mrgluer

The problem is quantity for streaming. Not quality. The problem for theaters is quality. Not quantity. Streaming is supposed to give consumers that illusion of choice and abundance when they sign up. Nobody wants a streaming service that gives like 2 banger shows that you can binge watch in a week. They sub while the show is running and then dip. Theaters have a limited amount of screens. They need absolute bangers and it doesn't matter if they hold them in theaters for a while. Seats sell out in advance and to get everybody who wants to watch a REALLY good movie to be able to see it will generate good revenue for a while. Dune 2 for example was selling out at theaters around me for weeks. However, quality + quantity, end game. If you can churn banger after banger ON STREAMING. Everybody will sign up to you and only you. HBO's studios know how to make good cinema. HBO is an ultra premium product in terms of cinema. Netflix is mostly just slop imo, but seems worth it because out of all the slop you will want to watch something. They also have the optimal slop delivery system. Everything around the UX for NFLX is actually amazing and a marvel of engineering. For my little free trial of Paramount it was legitmately mediocre compared to Apple TV, disney and netflix. Has decent quality but nothing break through. Doubt they have a CDN as strong as Netflix which is part of the select companies that literal sperm of Asians and Indians has the desire to impregnate with Comp Sci majors. NFLX has the money to be able to throw around like this, they are going solo. Paramount has to bring in literal petro states, the president and enough debt to make WSB to look like Warren Buffet's senpai to be able to get this deal done. I think the biggest thing is quantity of quality now. People are getting crunched on money, you need to make your value seem better than yesterday to survive. People won't cancel everything, thats why you dont see rev declines just yet, but people will start selectively canceling what they dont want or cant afford sooner or later. If NFLX can integrate HBO into NFLX at a discount AND then continue to then throw absolute wads of cash at HBO for a couple of years, they will become the next Disney. They will own culture. Paramount cant do that even if they had it. On top of that, all the political risk that comes with the ownership of the company. However, given 47's lack of giving a single fuck about how he looks to the public, itll probably go to Paramount because "You know my great friend Larry, sometimes I just call him Ellison, who has a wonderful kid, great guy, beautiful, like have you seen the kid? He said Donald, and you know I could see the guy, very rich, you know how rich he is? He helped fund $500 billion dollars, thats a whole lot of money, I know, but Larry he said, Donald I really think you should look at what my son is doing Donald. He has this beautiful deal that hes trying to make Donald. He read your book Donald, he said it was a great book. I Know it is Larry I wrote it, but anyway he made a deal because he wants harry potter. I said what does he know about magic Larry! He said Donald I read your book too this deal is going to work for the american people and so I said Larry you know what larry your right larry. So today I president Trump am approving the paramount deal to acquire WB, I also told larry, hey we are friends right? Larry said Yes donald we are great friends donald I'll even give the United States a 5% equity if you approve it and I said oh larry youre great guy. Really great guy. Without me we wouldnt have gotten 5%. So today Im announcing this adminstrations 5% stake in making america great again and bringing movies back to america!"

Micheal_Hancho

Okay, bullish scenario for NFLX: **Step 1:** 🥭 intervenes and puts pressure on WBD to take deal from Paramount **Step 2:** WBD accepts deal from Paramount b/c 🥭 threatens to put DC and Harry Potter on the terrorist watch list **Step 3:** WBD has to pay NFLX 2.8 billion dollars for backing out of the deal. Apparently NFLX buying WBD was bearish as fuck anyways, and now its not happening anymore **Step 4:** There is no step 4

Bright_Interaction73

Too many regards buying $NFLX calls but then I see a lot of regards saying it's going to $80. Thus, $NFLX trades flat till the calls expire and thej skyrockets fucking all retards here

Micheal_Hancho

LARRY ELLISON CALLED TRUMP AFTER NETFLIX DEAL WAS ANNOUNCED, SAID TRANSACTION WOULD HURT COMPETITION: WSJ Fuck, looks like I'll be dollar cost averaging into my NFLX calls 😑

Spins13

I would take the 2.8B and let the guys go bankrupt honestly. WBD is barely worth 30B and it only made sense for NFLX

Old_Cartoonist3930

NFLX EVERYONE PUMP ITS LETS PUMP NFLX TO $100 overnight session

TransportationKey455

!banbet NFLX 102 2w

Amateratzu

NFLX gets $3B if they lose? That's a fucking win for investors

Old_Cartoonist3930

Everyone buy NFLX overnight right now. We need more buyers. I just got in I want to hold to 105-115

Old_Cartoonist3930

LETS GO NETFLIX STARTING to pump. EVERYONE BUY NFLX

StrictGuide2475

NFLX to 100 when? 

hopswaterbarley

Huh???? There is a deal. If NFLX pulls out or government won’t approve the deal then NFLX pays WB $5.8 billion. If Paramount comes over the top with a hostile bid that WB shareholders approve then NFLX is off the hook. NFLX could ask for damages from this interference but it wasn’t in the contract to my knowledge so although it would be reasonable it would be unlikely.

Always-sortof

The size of the deal has increased. NFLX might now have to pay over $30 per share (>$108 B) instead of the $27 they were going to pay.

Glam34

NFLX gonna put Warner on facebook marketplace as soon as deal is done. "Dude down the road offered 78 billi, i know what i got"

SlfImpr

I used this covered call strategy to lower my cost basis to $88.5 (margin of safety): Bought 100 shares of $NFLX at $95.71 and sold 125 Jan27 covered call for $7.21. With this strategy: * My effective $NFLX cost basis = $95.71 - $7.21 = $88.5/share * My upside cap on gains = $125 + $7.21 = $132.21 (if NFLIX rises above $125 by Jan 27) In other words, I paid $88.5/share for $NFLX today, but my upside is capped to $132.21 (if NFLIX rises above $125 by Jan 27)

SlfImpr

I also bought today because $NFLX reached the long-term buy line again since the April dip https://preview.redd.it/muuhqqurg36g1.png?width=2542&format=png&auto=webp&s=cdc424bf330db6736d2c920476d96c2f81c5f1d6

Fatsaudi

While everyone is waiting on $PSKY <> $NFLX <> $WBD $PSKY short + gamma squeeze set gives opportunity to drive $PSKY like a meme stock. Large institutional won’t sell before news -call options are cheap - and over 50% of float in Ellison and Redbird hands. I don’t see a better play for WSB

Separate_Fold5168

So why was it down again today when it looks like Trump is gonna hand WBD to Elison and Kushner instead of NFLX? I already nibbled at the dip, but if it continues into the $80s this week I'm taking a full position.

Much_Candle_942

That was a nice V from the depths of late November. What still looks good at current levels?  Got some spare cash, and I'm in mood for shopping 🛒 but don't see any good deals out there. PS - already have plenty of NFLX, Thank you!

Such_Coin

NFLX: "we're gonna buy WB" NFLX Stock tanks PSKY: "actually we're gonna spend a lot more money to buy WB" PSKY stock moons NFLX tanks more

Such_Coin

I'll trade you some NFLX 105c's for a foot rub.

Crazy_Donkies

NFLX will counter.  They have to.

ComfortablePiglet842

MM are tryna scare you out from under NFLX that sucker is gonna moonshot in the next couple weeks when you least expect it

Old_Cartoonist3930

Buy NFLX STOCK OVERNIGHT SESSION WE ARE GOING TO PUMP IT

Big-Sand5360

Thats the plan 😅 ... if NFLX drops under $80... I might have to sell out other positions im up and move into NFLX more 💪👍

Big-Sand5360

At least until mid-2026 / end-2026 NFLX is a great company and I watch Netflix all the time. I plan to Sell CC to build up CASH ... so maybe never have to sell my NFLX shares

Old_Cartoonist3930

Maybe if we all bought NFLX it would go up. Everyone buy it now overnight session

pain474

Are you new? It can easily happen. Look at NFLX, META, etc. in 2022.

Happy_Discussion_536

Hopefully yea. I think NFLX would be more than fine if it falls through. Management is just superior. They get streaming. That said if it works that would be insanely good for them.

AntoniaFauci

This is the time of year I try to decide which stock or stocks to prioritize in the new year. I do more investing than trading, which means longer term holds and keeps me out of big multi-baggers, but also consistently beating indexes. Most here will recall how much I was pounding the table on UBER and LYFT at this time last year, calling for ~80-100% gains which has been achieved. Still trying to formulate what the priority will be for 2026, but NFLX is shaping up as a good candidate. Netflix has won streaming, and is now poised to cruise on that dominance and cash flow. One criteria of the priority pick is finding something underpriced. Although it may still go down, Netflix could meet that. Two months ago, NFLX’s ER revealed breathtaking strength in the business, a fact that was obscured by an one-off oddball tax charge in Brazil which they chose to absorb all at once and at that time. And that business strength is obvious. They are dominating. The power of their advertising business is just beginning. They’ve roped in the TV wrestling crowd who are price insensitive addicts. They’ve opened a crack in the sports sponsorship boondoggle by using the much more profitable “sports entertainment event” tactic. On quantitative and qualitative measure, Netflix could have and perhaps should have vaulted to $150 on that ER. Instead, it has plummeted straight down 30%. The WBD thing is a mess, certainly, but what Wall Street and pundits don’t yet understand is that the end result of this saga is Win or Win for NFLX. They prevail and sew up a monopoly? Long term win. Yes, some rough times as the numbers get skewed paying for it, but once those are washed through some shaky quarters, the effects of being a bigger monopoly will pay off later. And if they lose the bidding war? That’s also a win. They’ll still be the 800 lb gorilla, the stock won’t have to be artificially stalled to digest the $80 billion or whatever the cost is, plus they’ll have saddled their competitor with debt that their competitor’s operation is less equipped to handle. I already started accumulating close to $100 so today’s $95 was a gift and one I’ll keep buying as it drops. I’m looking for $150 even it it takes a year or more.

ThetaForLife

Can we ban shares positions on here? Only acceptable share strategy is naked short of shares. For example shorting PLTR or NVDA naked. Buying NFLX shares aint no YOLO move.

PartySpiders

Nothing about Netflix revenue suggests they have plateaued. https://www.macrotrends.net/stocks/charts/NFLX/netflix/revenue Is it good for Netflix to own more of the market? Obviously. Would Netflix be damn fine without HBO? Yes they would.

bdh2067

Of course he is. The ellisons and trumps are buddies (since Larry & gang) handed him millions. But don’t worry - being buddies means nothing to mango If Ted gives him a gold statue of mango golfing, NFLX will still prevail

Dependent-Goose8240

Because far-OTM option contracts are the ones that pay the most when an unlikely scenario comes to fruition. Assume NFLX gains +30% by Dec19 ($125 a share) A 9DTE contract at-the-money is 2.80 right now. It would be worth 29 at expiry, i.e. would see a x10.3 fold gain (1130% gain). A 9dte contract far OTM (120 strike) is 0.08 right now. It would be worth 5 at expiry, i.e. would see a 62.5x fold gain (6350% Gain). Of course the closer to ATM your contract, the more resilient to price action against your thesis. That's why Op can lose a shit ton of money REAL fast if price action goes against him tomorrow.

Astronaut100

You’ll (probably) be fine. NFLX has the best management team in the entertainment industry. They’ve been running circles around their clueless competitors.

A_Dragon

Eventually can be a long time, and if you don’t want to sell you’re going to have a chunk of your account just sitting there collecting dust. Why lock up your cash when it could be put to better use? Buying NFLX while it’s on the decline is stupid. I’ll just buy it when it’s back on its way up, have the same or better average than you, and I’ll have been using the cash that would have been locked up increasing my P/L in between. Pretending like you know what you’re talking about by saying “it will go back up eventually” is missing the point.

Big-Sand5360

NFLX will eventually bounce back.... worst case, I'll just sell CC to build up CASH.

gorram1mhumped

NFLX as of last friday, at $103

Big-Sand5360

I would going to buy NFLX when it was around $110+ ..... thank goodness, I didn't FOMO and focused on META. Could NFLX drop more? YES .... but from my perspective, I already got a good discount from $134 (ATH) -> $96 My 1st Buy batch is $96 My 2nd Buy batch is $85

TomatoSpecialist6879

Expecting a 20% pump in 9 trading days with the Paramount hostile bid in play is retarded, NFLX went down on the bid itself AND the hostile bid, analysts thinks it hurts NFLX more than it benefits them. Also it's the 1st biggest streamer in the market trying to merge with the 2nd best streamer in market while their direct competition have the support of Saudis and 🥭 himself

SlfImpr

Based on this, I bought $NFLX today with a margin of safety using this covered call strategy: Bought 100 shares of $NFLX at $95.71 and sold 125 Jan27 covered call for $7.21. With this strategy: * My effective $NFLX cost basis = $95.71 - $7.21 = $88.5/share * My upside cap on gains = $125 + $7.21 = $132.21 (if NFLIX rises above $125 by Jan 27) In other words, I paid $88.5/share for $NFLX today, but my upside is capped to $132.21 (if NFLIX rises above $125 by Jan 27)

SlfImpr

For anyone that missed earlier, $NFLX reached the long-term buy line again today since the April dip https://preview.redd.it/54l3827li26g1.png?width=2542&format=png&auto=webp&s=0146ea1fe4b86e3a8c1ea1fdbff014f34708deb2

Big-Sand5360

Not yet... if NFLX drop to under $80 ... Buying Calls 💵🚀💪

Big-Sand5360

So you're saying NFLX is going to drop to $45 😅

Little-Demand5834

NFLX jan ‘27 200 calls, thank me later….you really worried about peacock or hbomax lol

Desmater

Bullish NFLX as well. $100+.

Future_Hyena2562

Need some positive NFLX news overnight. Don’t gamble kids

mustachechap

Is this all because of the potential merger, or is there some other reason to be excited about NFLX?

ShadowLiberal

Agreed. Quite frankly this deal sounds pretty atrocious when you consider that what's left of the company after the Netflix deal (which WBD shareholders will still own) will probably trade for at least $2.25. And a small part of Netflix's deal is NFLX shares, so if the share price goes up by the time the deal closes WBD shareholders will get even more then $27.75 a share in value.

ducktape8856

https://www.nytimes.com/2025/12/08/business/media/trump-netflix-paramount-deal.html Do you like democracy? If you like demovracy NFLX MUST win. Kushner is on the other side. So we all know who WILL win.

TheOriginalBIG

so is it good or bad if NFLX wins the bid? I don't even know anymore

pineapplekiwipen

NFLX is a shitshow faster you pull money out of that company the better

Maximum-Sign-5983

NFLX is so cooked

Such_Coin

I am so sad I have NFLX calls rn. I feel like I must have been drunk when I bought them, but I don't drink.

am22fcw

NFLX dropped on the original WBD acquisition news and will probably drop again when 🥭 makes them lose lmao

Nefarious_AI_Agent

NFLX should buyout AMZN too

Such_Coin

Prolly my NFLX calls

Excellent_Ideal

NFLX

am22fcw

I sold NVDA for NFLX this morning you're welcome call holders

EvolvingDior

I just watched an AI slop video about Christmas on either AMZN or NFLX -- don't remember which. Utter garbage.

NBAFAN9000

I'm still up overall but I bought NFLX right before the Q3 earnings soooooo

ComprehensiveKiwi489

If Paramount hypothetically wins the bid for WBD (which obviously isn't a given), do they continue to license the content to NFLX, or do they purposely withhold everything (which would be pretty costly initially), and force people to subscribe to them?

Deeznutzsgotcha

You think Kushner has puts on $NFLX?

JohnnyH97

So… you may want to research your thesis when it comes to WBD and NFLX…

aka0007

NFLX's business model works and is increasingly profitable. WBD, on the other hand barely makes any money. With continued decline in cable and with WBD struggling to gain new streaming subscribers they were headed towards disaster. Netflix will almost certainly revamp their subscription offerings but they will try to do it in a way that retains the WBD streaming revenue (i.e. does not result in a net decline in revenue). With the significantly larger content library, I would expect Netflix to take a hatchet to underperforming productions. The objective being that the combined revenues do not decline (and maybe they go up) but the combined cost for content does. With also cutting out duplicate overhead expenses you have now added on significantly to Netflix's bottom line. On the Studio side, maybe a slight reduction in output, but likely some effort to get films to streaming quicker. Maybe allow early streaming access (i.e. while in theaters) for a small fee per film. Since the studio will not take their cut you have some wiggle room here.

Desmater

NFLX $100, let's go

PossumImposter2

Is it best to cut the NFLX now or sell covered calls or what?! I can’t stand the bleed

ComprehensiveKiwi489

The TV networks aren't being bought by NFLX - Ellison will get it either way. They aren't even that attractive - HUGE amounts of debt, and rapidly declining viewership.

WingedScapula420

I think Paramount’s offer is pretty shit when you take into account they’re trying to also purchase all the legacy media that Netflix had left out. At the very least this get dragged out for a couple weeks and NFLX bleeds.

Same-Brilliant2014

NFLX best guess live looks dope. I miss live HQ

Kickboy21

If NFLX can go back to $100 this week, that will really rustle my jimmies 😗

SlfImpr

I bought 100 shares of $NFLX at $95.71 and sold 125 Jan27 covered call for $7.21. With this strategy: * My effective $NFLX cost basis = $95.71 - $7.21 = $88.5/share * My upside cap on gains = $125 + $7.21 = $132.21 (if NFLIX rises above $125 by Jan 27) In other words, I paid $88.5/share for $NFLX today, but my upside is capped to $132.21 (if NFLIX rises above $125 by Jan 27)

am22fcw

NFLX will be 110-115 in a few weeks and a lot of y'all will have missed the boat

SlfImpr

For anyone that missed earlier, $NFLX reached the long-term buy line again today since the April dip https://preview.redd.it/stj3c06nh16g1.png?width=2542&format=png&auto=webp&s=2f286144044a6b804ad83cb75c0f155ebba93299

FUWS

I’m hoping NFLX is playing 4D chess and drive up the bids to F over Ellison. Then the whole company can slowly bleed out from the deal from debt and NFLX can keep doing their thing.

MyPolaina4ever

Mofos who scalped NFLX, how did you do or are you still holding?

SlfImpr

$NFLX finally hit the buy price after the April dip https://preview.redd.it/jutyiwy4b16g1.png?width=2542&format=png&auto=webp&s=6607828ee4915907f5c066d4dd8edd51c85b3114

BagholderForLyfe

Just a reminder that N in FAANG is NFLX. Do with this info what you will.

Ill-Independent2394

NFLX 1 month calls if you enjoy making money.

vermilli21

🥭 MAN is gonna say something about NFLX to send this up 10% isn’t he

Maleficent_Ad_3377

If you didn’t back flip into NFLX @ 95, you can’t be helped

MyPolaina4ever

why NFLX pumping? I was ready to die holding

BagholderForLyfe

Imagine if NFLX V'd. Everyone would be so happy.

pineapplekiwipen

who the hell was bidding up NFLX in pre after that news lmao

am22fcw

NFLX dip buyers going to get paid within the next month or two

Tomato-Tomato-Tomato

I’ve been saying this since the beginning actually, you can dig into my comments. I’m a long time NFLX holder. Netflix doesn’t want WBD, they will bid it up, WBD will pay a 2.8B reverse breakup fee, and their competition will be unable to stay solvent. Do not underestimate the netflix leadership, they are extremely clever.

BagHoldersOfAmerica

NFLX looks like a buy right now. Be greedy when others fearful?

NotRllytho

Fuck you NFLX.

punker1996

NFLX Feb calls 95 strike Pull the trigger?

MyPolaina4ever

Who the fuck is porting from NVDA to NFLX, what the fuck again

Shoty6966-_-

Why do I want to buy OTM NFLX calls for 1/23/26

Roxorek

NFLX sideways for 4 hours, daily rsi oversold feels like accumulation

SlfImpr

See my other comment below. I bought $NFLX and sold covered calls so my effective $NFLX cost basis is $88.5

SlfImpr

My effective sell price = $132 Bought 100 shares of $NFLX at $95.71 and 125 Jan27 covered call for $7.21. With this strategy: * My effective $NFLX cost basis = $95.71 - $7.21 = $88.5/share * My upside cap on gains = $125 + $7.21 = $132.21 (if NFLIX rises above $125 by Jan 27) In other words, I paid $88.5/share for $NFLX today, but my upside is capped to $132.21 (if NFLIX rises above $125 by Jan 27)

Samjabr

The fact that PARA is making huge overbids, tells you all you need to know. LEAP calls on NFLX

BrokeDickRizz

NFLX is retarded. They want to turn AI slop into massive motion picture events