To The Moon

$Netflix(NFLX)$  You couldn't be more wrong. It's already up $1.46 in pre-market with big buy orders coming through. This is way oversold, which is exactly where hedge fund managers wanted it so they could feast on cheap shares. When are you all going to learn the game?

$Netflix(NFLX)$  I'm guessing this is just noise. Fundamentally, though, Netflix will remain a powerhouse, a non-discretionary streaming titan.

$Netflix(NFLX)$  Recently released numbers indicate that if Paramount merges with Warner, it could generate about $69 billion in revenue and have around $18 billion in EBITDA. The combined market cap might only be about $35-40 billion. In comparison, Netflix is valued at over $400 billion with approximately $50 billion in revenue and $14 billion in EBITDA. From a risk-reward perspective, as posted, it's far more likely to see a double or triple there, or even more than that. Right now, that's just my opinion.

$Netflix(NFLX)$ Looking at everything, NFLX is the best in this sector. What I like most is the content; NFLX has the most and keeps creating more new content. One most important thing is that NFLX has the strongest financial balance sheet. Look at DIS, PSKY, WBD – they all have tons of debt, all over $50 billion. NFLX has only $15 billion in debt. I believe NFLX will take advantage to build more content this year and focus on live sports and live entertainment.

$Netflix(NFLX)$  Relax, NFLX will go back to 130 again. Paramount is a dinosaur, lacking both technology and good content. WBD will likely have to break down and sell off some junk, keeping a few names to compete, but I think selling the whole would bring more value. We call this process 'consolidation'. Only NFLX has advanced high tech and content creation capabilities. Watch out for live sports, which draws a lot of attendance, and live K-POP. Prime already has too much on its plate, and Jeff has more than enough—he wants to go to space. So, NFLX is the only one with the tools and qualifications to lead streaming.

$Netflix(NFLX)$ I don’t usually see eye to eye with Cathie Wood and her team, but their case for buying here actually makes sense to me.

$Netflix(NFLX)$ Just an observation: in 2025, the stock spent 90% of its time above current levels. I think 2026 will be better than 2025.......

$Netflix(NFLX)$  Hastings is retiring, but that doesn't mean there's a problem with the company. The earnings report wasn't that bad, it's just that the forward guidance came up a bit short of what analysts were looking for. I see it more as an opportunity, similar to how Cathie Wood views it. I'm keeping my shares.

$Netflix(NFLX)$ NFLX is consolidating around $97, could make a move mid-day and might see $99 today.

$Netflix(NFLX)$  Detective Hole is a superb series. Twister. Love nflx.