The $2.8B breakup compensation also strengthens the story. Instead of spending heavily on an acquisition, Netflix adds a meaningful cash buffer while keeping flexibility. That signals management is focused on capital discipline and shareholder returns. 💰
So I lean toward Option A — risk removal = more upside. The rally looks like the first stage of valuation repair after the stock fell nearly 20% during the uncertainty period. If execution in ads and content monetization continues improving, a gradual re-rating wouldn’t be surprising. 🚀
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- IrmaBurke·03-12 16:58TOPSpot on! Risk removal unlocked Netflix's true potential. Bullish on the rebound. 🚀1Report