shake that gamma gurl

NFLX

Netflix Inc
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Recent Comments

DIS is already valued higher than NFLX...
32 minutes ago
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I just don't buy the "in X years Y company will be a monopoly in their industry." Seriously look at the boomer giants. INTC isn't that fabulous of a company. What about GE? Or, IBM? Or, the car companies? Or dare I say NOK? Now, we have AMD, the big 3 cloud platforms, TSLA, AAPL and I am not sure what we have for GE. I am not saying DIS is a bad company. Not at all. But DIS is a late bloomer. You can say, DIS took NFLX as a proof of concept for the streaming business but they acted too little too late. My 2 cents is that when valuing DIS, one should go through each division of their business have a "synergy multiplier" and compare their business to other companies like NFLX, SIX etc.
about 1 hour ago
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NFLX subscriber growth is already slowing. And Disney is at half their subs at a period of time when they cannot expand on their IPs. It's a matter of time
about 7 hours ago
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Been telling this sub about how big VIAC can rally once al stocks are bought up from bill Hwang sell off Wouldn’t be suprised if NFLX or DIS or even AMZN tries to acquire VIAC to build their content portfolio especially march madness
1 day ago
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Rxt lost 64 million, nflx had income of 1.7 billion. I wouldnt invest in either.
1 day ago
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Isnt nflx netflix???
1 day ago
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I’m going to start getting shares too but I might exercise my calls too. It’s not GME but it’s another “brick and mortar” that’s been way oversold. Cord cutters buy $20 antennas to see CBS. Paramount+ has a large catalog much better than NFLX. Their sports catalog is top notch. They have plenty of time to migrate their legacy brands into newer technologies. Even if they realize a fraction of this they are still undervalued.
2 days ago
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It's the strongest media stock right now compared to NFLX, DIS, VZ, and T. NFLX and DIS fell hard after earnings while CMCSA has woken up out of its doldrums and making record highs this week while still being undervalued. One of the best management team in corporate America.
2 days ago
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Why did you do this after seeing NFLX get donkey punched on slowing subscriber growth? Your thesis is right, the stock is undervalued, and there was a big buyer at $169 last night and this morning. Even aunt Cathy bought the dip - maybe it was her at $169.420. Today would be the day to buy these contracts. Lots of positive catalysts ahead.
2 days ago
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VIAC's Paramount Plus is literally my favorite streaming service over NFLX and Hulu. If I were a set-it and forget-it shares guy I'd definitely have a position here. But as an options guy, I am not touching VIAC until they fix their debt/lower their subscriber projections like DIS and NFLX
2 days ago
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