NFLX

EEcav

I think you just exploded the head of the robot that runs NFLX.

vermilli21

Imagine holding MSFT and NFLX at the same time 💀💀💀💀💀

jeromewatdoink

NFLX 20.5 forward PE UBER 20 forward PE META 17.5 forward PE

TheFreshOne

The two I'm in are both down... ASTS and NFLX.

Sufficient_Habit5091

Dear NFLX, Please do not listen to Reddit and the internet on how to run your company. Be disciplined as you always have been.

Sufficient_Habit5091

Dear NFLX, Please do not listen to Reddit and internet on how to run your company.

Thoughtful_Tortoise

NFLX earnings next week, I'd imagine. There's usually a run-up beforehand, then a dump.

ArticleTerrible7621

MSFT and NFLX about to dump aren’t they

RevolutionaryPhoto24

Starting a position in MRLN for long term speculation. Beginning to wonder if the unappealing NFLX is simply too cheap to ignore. Will manage MU, TSLA, ASTS trades tmw/after meetings.

szokdogg

I hate NFLX.

Legendary-Lemon

Bruh.. NFLX and MSFT can’t catch a break. wtf

Samjabr

[https://www.bloomberg.com/news/newsletters/2026-07-05/netflix-viewers-are-abandoning-shows-after-one-season](https://www.bloomberg.com/news/newsletters/2026-07-05/netflix-viewers-are-abandoning-shows-after-one-season) Kinda like NFLX does...

LumpyShock9656

NFLX once again in the toilet

Ghostehz

NFLX and MSFT dumping, todays gonna be green af

ThirdAltAccounts

$NFLX is down 41% (FORTY ONE FUCKING PERCENT) in the past 12 months but that doesn’t seem to bother them enough to make changes and listen to the consumers Fuck us I gues

Automatic-L0ss

So everyone just going to sleep on NFLX. Ok

CartoonLamp

NFLX rediscovering what deceades of television studios already knew

Me-Regarded

Let's see, I have a little NFLX, let's go there

angerispower

I wonder if the same is happening to NFLX's competitors.

LivelyPants

You’re all sleeping on NFLX

GPUssydestroyer

NFLX is so cooked like they really have just given up

GPUssydestroyer

Have you been on NFLX lately? I just renewed mine this weekend after months off and it’s all foreign slop. Like 80-90% is foreign slop w English dubs or subs. I already cancelled 

GeneralZello

NFLX, TTD, FIG, Z, SPRO. Netflix has earnings soon and SPRO just got FDA approval, they will probably get bought out soon!

oldwhitch

I personally stay away from crypto stocks but I do like buying the NFLX dip. Had a really strong last trading session too

Sad_Principle_2531

MSTR CRCL NFLX. All going to bounce big by end of year IMO

Pin-Last

NOW got swept up in the sasspocalypse, made a mint when it spiked 75% in Q2. Just bought a big NFLX position last week! Love it!! (SNPS is edging toward a buy point btw) Will take a look at Brookfield👍🏼 It’s not quite there atm, but I wasn’t kidding about ITB (home builder) derivatives. DM if you want to talk strategies to play huge swings in an essential sector with demographics & fundamentals behind it. My leveraged ETF just doubled before beginning a new dip.

Pin-Last

Yup, I can hardly believe how much NFLX I have rn. If ORCL holds 130 again, my small position is going to GROW 

Hopeful-Park1676

MSFT GOOG NFLX Google is the reason I am still profitable!

dtlabsa

NFLX MSFT GAP I had a very bad June.

Ok-Reach-2580

Right now its NFLX, AMZN, ORCL. Just dumped META which was my top holding this week when it was 623.

theJimmybob

$NFLX some how down 17.18% YTD ... $85+ next week? Whoops, I mean... $85+ next week!

Buuuddd

Netflix's valuation vs Blockbuster didn't make sense if you just looked at the bottom lines in early 2007. But Netflix had massive growth coming. You would have made a fortune on NFLX then even if you bought it at a much higher PE ratio than what it had back then.

Base-Case2169

Thanks, I make it a habit to harvest gains if I get 100% + intraday.. NFLX moved fast on account of all the selling across Semis etc. I decided to tighten the strikes to $80C to hold until next week.. The setup looks good!

Base-Case2169

I'm long NFLX as of yesterday. 📈

Base-Case2169

Saw a setup in these on Friday and took a position in both. NFLX $77 & $83 both sold intraday ~ +100% holding $80 Weekly calls. Also MSFT $400C looks strong going into next week.. Looking for some follow through on the move. 📈

StophJS

I'd personally love to see a law passed for some sort of AI watermark. Lobbying from streaming services will ensure it's never more than a little disclaimer. I disagree with your other points but we will see. I don't think people will even know characters are AI. And I deginitely don't think it can be used as a point of leverage to get NFLX to bring down their prices or anything like that.

TipEmpty8429

Good day for MSTR, BTC, NFLX, MSFT, META ….. oh no

A55BAG

MAGS, IGV and NFLX are are green, rotiation into cash cows starting?

OnceALoser

Buy the dip doesn’t work for me. Got SNAP PYPL NKE ADBE NFLX MSFT on dips. I am sure if I sell these and buy memory stocks, I will tank them too.

TipEmpty8429

MU, MSTR, WEN, NFLX the dream port

TheNicestRedditor

Well NFLX is green so it’ll be a red day for the market

Fun_Training4330

NFLX wouldn't fall so bad if it wasn't so baised. Like they say when you go something you go broke

hftrobo9285

NFLX a good buy at these levels?

greenpride32

I think you're mixing up NFLX and PSKY offers. Only under the NFLX deal would the legacy business spinoff because NFLX wanted no part of that. But under PSKY terms, the entirety of WBD is being absorbed in an all cash deal. You're getting $31 + (q \* .25) and nothing more.

LosingTradesEveryday

When you want to place a "lotto" style trade for earnings...(I'm thinking of doing one for the upcoming earnings for NFLX)...are yall choosing some far OTM long expiring day of earnings calls (like $0.25 or $0.10) and just buying a $hit ton of them? OR are you doing vertical call spreads so the theta doesn't eat up them up as much ?

Ghostehz

lol NFLX literally ends flat every single day

chewks

# LMFAOOOO NFLX GOING RED. Also, if you didn't buy calls today in the morning after what trump said last night, youre a tard lmfao.

Ghostehz

NFLX, MSFT and NVDA are actually shovelware companies

vermilli21

Name a worst stock than MSFT and NFLX

GuwopGOAT

I lost like 5k on NFLX calls never again

FullMetalMuff

NFLX calls even though their product sucks

SuspiciousSpyderman

I sold AMZN and NFLX for NVDA last week, i belong here

empty-bensen

That and NFLX to at least 80 were safe bets

aftherith

Somebody going to retire on CMCSA calls today. They were pennies since all that stock does is go down. Splitting into two companies. I would imagine the NBC Universal side will be a buyout target for someone like NFLX. Not just the movie rights but the theme parks.

Enderlet1104

NFLX to 90 🙏🙏🙏

Me-Regarded

Who knows. I'm short semis again and long AMZN. Few other odds and ends, CRM, NFLX, some nke 🫡 let's see where the chips fall

ThanksDependent1001

MSFT and NFLX finally going up 😂

Coloradospruce33

Trump came to me in a dream last night and said MSFT, NFLX and META finally bottomed

paulaceti

NFLX.., got in just in time for meltdown.., still holding

Inevitable-Poetry447

Last week I bought MSFT, MCD, META, NFLX, GOOGL, and CASY. All are discounts right now

Defiant-Assignment-8

NFLX Calls!

ladbom

Who still watches NFLX

vermilli21

Is the acting in Avatar: The Last Airbender NFLX TV series suppose to be bad?

Ninja_Cooter

NFLX got some hopium optimism yesterday and NKE earnings Tuesday can’t possibly be worse than expected since they got a tariff credit.

Ninja_Cooter

Everyone buying the tech dip next week in addition to the end of the saaspocalypse and the resurrection of NKE and NFLX royally fuks your thesis tho

Slightlybadpicks

Since Oracle, NFLX and CRM didn’t rally when qqq was rallying they won’t fall on Monday when qqq falls, right? Right?!!!

geneticdeadender

Jeremy is buying it. I plan to buy some, but I can't stop pouring money into UWMC. At this price I'm getting 18% dividend. When interest rates drop it will fly. But I think NFLX will turn around. The deal with Paramount put 2 billion in their pocket and NFLX is better off without them. Better days ahead. People are making choices to put gas in the car and cutting back on extras. That won't last forever. Even if Iran keeps the Strait closed it will cause demand destruction and prices will stabilize.  Fun times.

greenpride32

You should probably just stick to index and growth ETF's. You either hold high conviction in your picks because the business is still growing, or you dump them because the business is decling or at some risk. In the long term, growing profits will increase valuation. In the short term, anything can happen including being out of favor while still performing well financially. I'm probably older than you, but I have several stocks for 10 years, and lesser number of stocks for 20 years. That's true buy and hold - not a year or two. I've held AAPL NVDA NFLX (and probably others) through over 50% drop and they fully recovered and more because solid growth is there. But that takes time, perhaps 1 or 2 years. Now let's say you do your DD, you stick with what you believe are winners, and rotate out who you believe will underperform the market, and it still doesn't pan out after a few years. You need to recognize perhaps individual stocks weren't for you - and it's time to just go with the index. Remember now, you don't just need positive investments to be successful, you need to beat SP500. What good are individual picks that did 8% CAGR when the gimme/zero effort SP500 would have done 10.4%?

Coloradospruce33

Wen MSFT, NFLX and META not make me loose sleep?

Medicine_Blogscanner

My AI screener flagged SELL on NFLX, ADBE, AMZN, and INTU at the same time this morning

Medicine_Blogscanner

My AI screener flagged SELL on NFLX, ADBE, AMZN, and INTU at the same time this morning. All four showing RSI in the 36-39 range, Risk/Reward at 1.50, expected move between 2.5-5%. Anyone else seeing weakness in large-cap tech right now? Curious if others are tracking the same setup.

Coloradospruce33

We tread water from here. The run has been incredible. Probably a little juice left to be squeezed but then what? Go up forever? No happening. Probably a good time to scale back and jump into META, MSFT, GOOGL, NFLX, etc

IncomingAxofKindness

Gimme NFLX and AMZN out of this. Maybe NVDA too.

glasshalfdipped

This video is exactly why I’m holding NFLX. 

Electronic-Local9132

I bought NFLX at $13 (after stock-split) and have 780 shares I’m up about 450% I’m wondering if I should take my huge profit and move it into Dividend ETF’s or keep my NFLX shares and maybe get some covered call premiums while the stock price doesn’t fluctuate wildly.. What are your thoughts?

GroundbreakingSir386

NFLX is a great business people who say otherwise are poorly mistaken.

shbk

NFLX volume was huge today. Is it gonna stop sucking dick finally?

prana_fish

Ok, seriously, fucking $NFLX and $ADBE were up bigly. You have to realize this is rebalancing and positioning driven, nothing about AI story collapsing.

letsvalueinvest

Hey, friend, that is a million dolloar question - Is this -47% drawdown a generational entry point or a value trap? I am not sure what it is, but can provide you my own thesis that I wrote today. Hope this helps? The broader tech selloff has served up a massive asymmetric setup that I think warrants a serious look from fundamental value investors: **Netflix ($NFLX)**. The stock has been absolutely hammered down into its 52-week low territory, closing at **$73.81** (against a 52-week high of $134.12). Looking at the long-term charts, this represents a brutal **-47.05% drawdown** from its peak. Outside of the 2022 bloodbath, this is the deepest correction Netflix has experienced over the last 20 years. In my view, the market is pricing in permanent structural decline, leaving the current price highly detached from its underlying cash-generative power. # 1. The Market's Bear Case (Short-Term Noise vs. Capital Discipline) To understand if this is a value trap, we have to look at why the market is panicking: * **The "Failed" M&A Narrative:** Mainstream analysts are punishing the stock because management was unable to close a few recent high-profile acquisitions. However, from a capital allocation perspective, this is a massive green flag. It shows rare management discipline—they are refusing to overpay or chase top-line growth at the expense of destructive ROIC. * **Slowing Core Subscriptions:** Growth has naturally cooled from historic pandemic highs. Short-term momentum money is dumping shares in fear of a permanent ceiling, ignoring the pricing power Netflix still holds globally. # 2. Elite Fundamental Quality Metrics If we look at actual operational efficiency rather than stock price sentiment, Netflix’s fundamentals remain elite: * **Return on Equity (ROE):** 48.50% * **Return on Capital Employed (ROCE):** 30.54% * **Return on Incremental Capital (ROICE):** 43.05% (proving their efficiency in deploying new capital remains fully intact). *Note: It’s also worth mentioning that value-oriented superinvestors like Phil Town have been heavily clustering here, with Town holding it as a massive high-conviction bet at a 36.77% portfolio weight.* # 3. Asymmetric Expected Returns (Conservative Projections) I ran a reverse-valuation model on my dashboard to test what happens if I bake in assumptions that are significantly lower than Wall Street's current consensus. Even with dragged-down growth rates and massive 5-year multiple contraction from its current 34.19x P/E, the math offers a stellar margin of safety: * **Bear Case (12% Growth | Exit Multiple contracted down to 18x):** **6.3% annualized return** * **Base Case (14% Growth | Exit Multiple contracted down to 21x):** **11.6% annualized return** * **Bull Case (16% Growth | Exit Multiple contracted down to 25x):** **17.6% annualized return** When an industry kingpin with a \~48% ROE is priced to yield an 11.6% return on highly compressed multiples and sub-consensus growth, you have a massive structural edge. # 4. The Re-rating Catalyst The pessimism is fully priced in, and the catalyst for a multiple mean-reversion is already landing. Today, Netflix announced a major **Strategic AI Ad Partnership** with Omnicom Media Group. By leveraging their first-party viewer data for targeted programmatic advertising, they are unlocking the massive monetization potential of their ad-supported tier. I’m curious to hear your thoughts on this setup. Is the market right to treat this as a secular slowdown, or is this classic short-term noise punishing a wide-moat compounder? **Interactive Model Link:** You can play with my valuation sliders, toggle the growth rates, and test your own bear/bull assumptions on the live model here:[Lets Value Invest - Netflix Valuation](https://letsvalueinvest.com/share/valuation/ClSwFaNGlNDx)

LumpyShock9656

I hate these algos that pump stocks like MSFT NFLX UBER to lure everybody in and then they just dump during the last hour of trading. Fuck those guys

bunnytoad69

This is your reminder once again that NFLX earnings will kick off a software relief rally. I said it this morning before we had huge software boners but I’ll say it again cuz you guys are a cesspool of software doomers and losers. Thank you for your attention to this matter.

Due-Rip442

NFLX should try going to $73, seems like fun

bandersnatch_97

Yeah because of war in Iran, i’ll cancel my nflx subscription, that’s how it works.. CALLS ON NFLX

JayRoo83

Rotation into ASTS, MSFT and NFLX for some reason

CharacterSell4054

It seems NFLX want to spit into the face of people who have been hurry dumping it in the last few weeks.

ThanksDependent1001

BanBet! NFLX $85 30d

Any-Pomegranate-8512

Timed the NFLX bottom, and having a good day. Have a great weekend everyone 😘

Sad_Star9007

it's buy the oversold death spiral stocks day. MSFT, NFLX, MSTR. Sell calls.

Sensitive_Pudding599

wtf NFLX, you were supposed to be going under

TastyChen

NFLX green? bottom is in tbh

TipEmpty8429

Could NVDA and NFLX stop jerkin each other off and get back to increasing in price

Ill-Ad3311

Hey NFLX welcome to the party

deepsvar

MSFT and NFLX are the reverse indicators.

NewlyOld31

Offloaded 300 of 500 NFLX bags today for a profit! Sold calls against the other 200 ! I'm finally learning how to work this lol

LumpyShock9656

Wtf is this NFLX wizardry

whyshw

NFLX leaps if heavy volume

SPY_one_zillion

Ok NFLX I see you 👀

Wandering-lurker101

cmon NFLX gimme that money

LumpyShock9656

MSFT and NFLX are... Green?

Flat-Focus7966

NFLX choking the shorts on most unexpected day.....