At $70, I would definitely be tempted to grab some Netflix. It feels like a level where a lot of the bad news is already baked in, but I would still ease in slowly since competition and spending are always hanging over it.

Personally, I think the recent “AI fear” rippling through real estate and transportation markets reflects more anxiety than reality at this stage,with commercial property and logistics stocks sliding sharply as investors worry that AI could automate key tasks and reduce demand for traditional services. Real estate service firms and trucking companies have seen significant sell offs lately as traders reassess the risk of AI disruption, even though some analysts argue these reactions may be exaggerated and that human expertise and complex deal making still matter a great deal.