Tfw NFLX says you're a 98% match with something called "The Girlfriend Who Didn't Exist"

80 bucks for 10 140p. It blew down 30+ % last time. Unlikely it'll repeat but that's what everyone said about nflx and snap so...

I started trading 11/2021 with $18,500. Bought RIVN at $100 because it tanked after IPO and news was signaling we buy. Lost 1/2 my portfolio in one week (including TSLA, NFLX). Started digging into why every time I buy a stock I am bag holding. Discovered GME and RC. Then BBBY. Sold everything at a loss and jumped onto the ape train. As of today, I have recovered every penny I ever lost. When BBBY was at $28, I was up $15,000 overall. I did not sell and watched it dip to $18. It’s back to over $22. These “meme” stocks are the only saving grace for us. It is the only chance we have a screwing over hedge funds, MMs, and the FED. Evidently, they are all against us. If we are not bag holding, they are not happy. Now, I only bag hold if RC bag holds. I only sell if RC sells. He is one of us. He will continue to transform the market and transfer of wealth from top 1% to bottom 99%. Hope this helps.

SPY SPY SPY! APPL TSLA MSFT NFLX HOW DO U LIKE MY SPAMMING UR THREAD MFERS

Last time NFLX, AMZN and FB dumped, they ended up green in their next earnings.

Huh.

Estimates get revised.

WMT and NVDA just revised down a couple weeks ago.

WMT is up 17% since revising down guidance and sticking to that guidance.

MSFT missed their guidance from prior earnings. They shot up due to their CFO moving their growth estimate from current quarter to end of 2023.

NFLX earnings were awful.

GOOG wasn't that great.

QCOM

STX

WDC

INTC

ROKU

JPM

DFS

T

VZ

BX

META

LUV

AAL

UAL

Most growth with brutal earnings

Want me to keep going?

We're going up on market's belief that the Fed will not get more aggressive and possibly more dovish as we go, given their rhetoric lately. Given CPI came in flat, we are treating that as truth and not an outlier.

NFLX needs to come out with a Gabby Petito series...

Dumped NFLX and YOLOed into BBBY.

Dumped NFLX and YOLOed into BBBY.

>FANG+ Constituents: >$AAPL 172.76 -0.26% $AMZN 142.58 -0.41% $BABA 92.06 -2.25% $BIDU 136.65 -2.12% $META 180.44 -0.14% $GOOG 122.69 -0.19% $NFLX 248.7 -0.16% $NVDA 189.46 -0.42% $TSLA 930.38 +0.24% $MSFT 292.83 -0.26% >$TWTR 44.25 -0.63%

^IGSquawk ^@IGSquawk ^at ^2022-08-16 ^04:15:04 ^EDT-0400

This would make a new video market for NFLX and then WSB can share future stunts for the world to know.

That boeing doc on Nflx got me feeling 🏳️‍🌈🐻 Wanna buy puts. Who was behind that one? Was that you, crybaby spackman?

I agree. Stocks, especially individual stocks but also indexes, could drop 50%+ (see NFLX from the past 12 months or any index around 2008-2009). That’s fine if you’re 22 and putting away for retirement. It’s no bueno if you’re planning to use it in the next few years.

As a general rule of thumb, don’t invest money in stocks that you need to use in the next decade. You may not have time to weather downturns and could save yourself the headache by putting it in some safe asset like I-bonds (though you’d have to ladder these at $10k per year).

It's all to keep idiots who believe Cramer from FOMO. I hope they like those $NFLX and $COIN shares he told them to buy.

"Calls" just buy calls like no country for Old men guy said. When this board starts talking like analyst talking about inflation, I think the we need to think about our privative APE brains again lol. Leverage to the tits on calls for NFLX, TTWO, NVDA, BBBY, and INTC, about 11k worth my whole account. I don't do shares... not enuff bag for the buck.

Here’s everything:

19.80% VTI 7.14% QFTAQ 3.94% GOOGL 3.70% MSFT 2.88% IQV 2.58% MA 2.55% ENB 2.25% VO 1.97% FIS 1.89% VTV 1.80% ABC 1.73% AMZN 1.72% BKNG 1.70% KMX 1.63% TSM 1.55% META 1.54% ELV 1.54% UNH 1.46% V 1.26% IVV 1.18% BNDX 1.77% RBLX 1.15% EWU 0.94% MOAT 1.15% DIS 0.87% VDC 0.83% SCHW 0.82% VFH 0.63% FISV 0.61% SPSM 0.58% SLYV 0.57% CVS 0.56% UBER 0.50% NFLX 0.45% IJH 0.41% IXC 0.40% MLPX 0.18% IWM 0.45% PRU 1.11% VOO 4.49% AMCPX 9.20% ABALX 2.39% VBK 0.89% CRM 3.22% AAPL

I watch NFLX all the time

How much upside do you think NFLX has remaining near term. Bought some when it crashed and now have a reasonable profit. Plan to flip it into one of my long term plays soon. Debating if NFLX will see $300 by the end of year.

NFLX has mid-week options now? Lit!

Any possible news that could cause NFLX to jump 5% in next 2 days? Sold 265c 17/8 and I'm kinda worried it might for some reason

NFLX looking a little weak imo

why is the NFLX $295 call for this week so high in volume?

>FANG+ Constituents: >$AAPL 172.03 -0.04% $AMZN 141.99 -1.09% $BABA 93.06 -1.84% $BIDU 136.72 -2.59% $META 179.4 -0.6% $GOOG 122.04 -0.5% $NFLX 249.91 +0.22% $NVDA 187.43 +0.19% $TSLA 914.38 +1.57% $MSFT 290.92 -0.34% >$TWTR 44.37 +0.23%

^IGSquawk ^@IGSquawk ^at ^2022-08-15 ^10:37:35 ^EDT-0400

Honestly speaking, WMT earnings might as well be a NFLX situation. Where the damage is there but not as analysts expected it to be.

NFLX had $13b in free cash flow for Q2, WBD had $789m. I don't believe companies include interest payments in reported FCF, so FCF would be about -$155m for NFLX and +$200m for WBD after accounting for (averaged out) interest payments.

So with Netflix you need to believe that they are making investments that will lead to strong growth, otherwise their profits are fake. With WBD you just need to believe they will stabilize revenues, with streaming/gaming/box office increases making up for linear TV declines.

I do like Sony stock though, mainly because I think PS will have strong profits over the next decade with their media business (TV/music/movies) doing well also.

In the past 5 years, META is up 7%. That's not a beat. NFLX is up 45%. Also not a beat. It might be more on a longer timeframe, but that's the longest yahoo finance gives me, and takes us to 2017, so close to the date given. Much of GOOGLs big run has been post 2020.

How else do you define "big tech that was hyped in 2016"?

Cheap? They are valued at 30 Billion with another 50 Billion net debt which makes them nearly as expensive as NFLX and SONY which both are alreay profitable in the 5-10 Billion range. For comparision: WBD wants to be proftiable by end of 2023 by 1 Billion. lol

There are exceptions to every rule. Some times hype starts early. Sometimes a hyped stock will grow into it's valuation. Big tech is also really FAANG, and I'd argue that the bubble burst on META and NFLX. So it's really 3 companies, plus MSFT. More often then not though, finding good companies that aren't popular is a good strategy.

Fuck NFLX Marry NVDA Kill AAPL

The Sandman NFLX series started out ok, then went to shit real quick - everyone is gay and fake diversity everywhere. Became unbearable to watch after episode 6.

Asks why everyone gives an analogy. Proceeds to give another analogy.

In the case of the water heater(AAPL), I've paid the water heater company once. After that, I pay for the water(NFLX content) that passes through their heater(AAPL) to a DIFFERENT company(NFLX). It would be insane if the water heater company(AAPL) wanted a cut for every drop of water that went through their heater from the water company. It's really simple.

STAY AWAY FROM AMC… but buy NFLX at 600🤡😂🤡😂

The following are still down more than 40% YTD. I’m taking profit on some of my other positions which have already recovered a lot over the last month or so, and adding these.

META, PYPL, NFLX, SNOW, SPOT, OKTA, TWLO, ETSY

I’m going to hold these until they’ve recovered ~25-30%. This is just a swing/recovery position.

People might be too bullish too soon. NFLX lost money for years before reaching profits.

DIS mentioned it’s streaming lost $1.1B last quarter despite DisneyPlus now at over 150M subscribers and 220M total for all streaming platforms. PARA streaming was a $445M loss last quarter and WBD had a $518M loss for this segment too.

Yes it is growing but it’s not a cash cow and definitely not an instant one.

Also companies keeping streaming contents for themselves now means lower licensing net revenues.

Could be.

Could be the primaries gave us a clue.

Could be inflation stuff.

Could be a blow the top off.

Could be Russia is backing off.

Maybe China’s looking to party.

Unemployments low. Could be regular folks have adjusted spending to their new 9% pay cuts. Lotta auto-pays into 401k.

Could be QQQ goes down 4% Monday before lunch.

I dunno. I buy shit I use only. $GOOGL $SHOP AAPL $NFLX COIN, gamble on some drug companies, buy some $ETH and call it good. Try my best to not let a green thing turn to red.

NFLX will always be #1 because it was first, but the popular story going on these days is how beaten down it's gotten. I still say it's the safest bet in the sector, if not for the kind of returns it used to see.

There are bigger returns and growth to be had in the #2 where DIS, WBD, and PARA are duking it out, and I'd put my bets on DIS

Every TTM period in nflx history cashflow from ops has been lower then cash outflows from investing (content generation primarily). With the one exception being 2020 when the world was locked inside for 12 months before its biggest competitor even existed.

Every TTM period in nflx history cashflow from ops has been lower then cash outflows from investing (content generation primarily). With the one exception being 2020 when the world was locked inside for 12 months before its biggest competitor even existed.

Made money (realized):

• NFLX (was up and thankfully set stop loss before the big crash).
• TSLA
• GME
• SHEL

Down (unrealized):

• META - IMO this is a strong buy, even if it transitions from growth tech to value
• RTX (this is a long-term hold and I'm adding)

Up (unrealized):

• CRM
• AAPL

Then I've been selling covered calls all year for a grand a pop -- about 5-6 weeks out.

All in all fairly content with the year so far, and adding to most positions quarterly DCA.

>But I need to disagree on your assertion that earning season was good

What is the purpose of the stock market? In theory it is to reward shareholders when a company performs well, and punish them when the company doesn't perform well.

The market is constantly adjusting itself based on data, expectations, and so on. These earning seasons have been stellar based off expectations that were set. It's very simple. Expectations were met or beat.

AMZN, APPL, AMD met/beat and raised gudiance

META did well.

NFLX - Is doing much better, and only lost 900k subscribers compared to estimated 2 million. BEAT EXPECTATIONS

GOOGL and MSFT missed by 1% due to fx exchange rate. Did you listen to MSFT conference call? They expect DOUBLE DIGIT GROWTH.

Now, the big question is will we go into a recession? That is yet to be determined. JPOW wants a soft-landing which means inflation comes down without causing a recession and raising rates. With the recent CPI and PPI print it looks like we will have a soft-landing.

The data is too strong to ignore that the worst is most likely behind us, and we are entering a new bull market.

Thanks, I did find their financials for the quarter ending June 30, 2022 at

https://www.sec.gov/edgar/browse/?CIK=1065280&owner=exclude

https://www.sec.gov/ix?doc=/Archives/edgar/data/1065280/000106528022000257/nflx-20220630.htm

EDGAR is pretty nice but it lacks the visualization component (that we see in OP pics)

>FANG+ Constituents: >$AAPL 170.91 +1.43% $AMZN 141.34 +0.49% $BABA 93.98 -0.94% $BIDU 139.72 +0.25% $META 180.43 +1.65% $GOOG 120.9 +0.9% $NFLX 246.24 +1.43% $NVDA 184.46 +2.8% $TSLA 881.58 +2.51% $MSFT 289.25 +0.77% >$TWTR 44.48 +1.22%

^IGSquawk ^@IGSquawk ^at ^2022-08-12 ^11:34:22 ^EDT-0400

There are so many stocks I didnt even notice are up 35% or more in the last 30 days like NFLX, F, and EPAM.

Nflx pass their income stats with amortizing their content costs over long periods. That's why theyre cashflow negative and raising money in the debt market to finance new content

Do a statement of cashflows on them. Nflx amortizing their content costs is straight criminal. Theyre still amortizing the cost of the last dance and it making them no money at this point.

Pretty much you name it. PYPL, XLF, SAM, NFLX, CRM,AMD, BABA. Down but not out. Hopefully they’ll come back.

Just checked META, AAPL, GOOGL, MU, NFLX, DIS. All around 30-40%

Hughe bet. Overall a bad vibe with NFLX currently. App Store sales didnt grow for the first time ever - digitals are under fire atm. Brings back negative vibes to all aaS atm.

Question for you. Let's say I own $3,000 worth of Calls on NFLX. They are a week from exp and in the money quite a bit. My $3,000 worth of call contracts is now worth $5,300. When I sell that contract, who is buying it? Is it being sold as a deep ITM call and someone premium is basically paying me my $2,700 profit? If that's the case, why would someone buy an option that is deep ITM?

I am. Meta paypal nflx all of them will go to previous peak in next 3 years. If metaverse becomes a hit then oculus sell will skyrocket beating xbox ps5. Subscriptions, nfts , in-game purchase.. lot of opportunities. And zuck knows how to profit. And pe is 14 now. It is so undervalued.

Nflx 300 or 200 first?

No, it's the truth. If you only buy into AAPL once, you aren't DCA'ing just because you also bought into MSFT the next month and NFLX the month after that.

I think I’m ready to lose money on nflx puts but

DIS is gonna raise streaming prices in a effort to have their Disney + division be profitable just like how NFLX tried to jack up prices. Bold move cotton lets see that if it pays off. Meanwhile I'll be long DIS puts lol

spy die and take nflx w you

Just been sitting on NFLX leaps for the last 3 months. Up 80% right now

NFLX printing 🔥

All this movement yet NFLX hardly moves

Yeah 230p on NFLX sound good for next week

NFLX is bae 🥰

>FANG+ Constituents: >$AAPL 170.01 +0.45% $AMZN 144.18 +1.04% $BABA 93.93 +1.69% $BIDU 139.73 +1.41% $META 179.63 +0.78% $GOOG 121.73 +0.9% $NFLX 245.8 +0.73% $NVDA 182.55 +0.88% $TSLA 886.88 +0.44% $MSFT 290.79 +0.58% >$TWTR 44.28 -0.35%

^IGSquawk ^@IGSquawk ^at ^2022-08-11 ^09:08:28 ^EDT-0400

Looks a lot like NFLX, NVDA, QQQ, etc. It's almost as if we were in a bear market or something.

Too many flashbacks to make it feel as desolate as "The Hactchet" and too much dependence and mocking by a male supporting ghost in NFLX-s "Keep Breathing".

I'm really fucking down to have strong female leads, but all this "woke" shit just shoots itself in the foot. Puts on pretty much all entertainment going forward if this is the future. I am super pro feminism and everything, but this is just self-sabotage for anyone who wants women to be strong leads. What the fuck man.

Although if you are a company that can generate incremental revenue in adjacent businesses from subscribers, you wouldnt mind making a loss on the pure streaming business. This is why AAPL and AMZN are in this. This is why NFLX might lose out in long run, unless it develops alternate revenue streams or gets acquired.

Good reminder that $NFLX is also down 52.36% in the last year.

I called it last week in one of my posts I said it would 420.69

Still didn't managed to lose money even tho I knew the direction the market was headed

Here's another call out

If nflx breaks 250 there's a huge gap between 250 and 340

So if it breaks 250 could possibly push some shorts to take profits

BABA is sitting on the top range of a possible breakout if it breaks 93.45

Could push up to 103 weeklies are at .05 a call

(NFA)

National Gas average below $4, CPI came in under expectations, Nasdaq exiting the bear market. And that's after the 500k+ jobs number from July.

Even DIS had gangbusters earnings numbers and looks on pace to easily catch NFLX at some point with just Disney+ subs (excluding Hulu and ESPN+).

Hard to find any sort of bad news right now. For the next couple of months, the story is going to be inflation coming down to the 4-5% range while jobs markets remain hot. Problem will be in 2023 if we reach a point where there's not enough job seekers and wages spiral.

Could see that if we add another 2 million jobs in the next 5-6 months; that'd bring us back to pre-Covid trend (July just topped the Feb 2020 numbers but another 2 years of labor force growth means probably space for 2 million more net jobs could be added).

I can see us hitting ATHs before a potential 2023 bear market.

Considering NFLX is losing users and market share while other streaming services are gaining, will next ER slaughter them?

I'm watching Archive 81. Kind of shitty but I'm so far into it I might as well finish it. $NFLX puts

These dis/nflx takes are freezing cold. I have Disney plus because it’s free with Verizon and never watch. I can’t be alone. Meanwhile I pay for Netflix and wouldn’t cancel if they doubled the price because my wife is addicted to shit like Virgin River

WSB predicted both NFLX earnings and META, there is probably someone on this sub who bought $75 call

They own the rights to use the brands, but all the library content (movies previously made that they can upload and consumers recycles) isn't driving new subscribers. They have to keep up with new content generation (just like NFLX does) in order to keep people subscribed and coming back. That's the entire point behind the Mandalorian. It's also not cheap to run the infrastructure to pipe all the content into people's homes, pay leagues for sports broadcasting rights, paying top tier actors/writers, production

Netflix lost money for years.

Now that it’s profitable everyone wants to imitate NFLX. But they seem to forget how long and how much cash it cost to reach that level.

My whole point is that I see a lot of people looking at NFLX and projecting for other companies coming in (PARA, WBD…) without acknowledging how much is cost NFLX.

Its the bundling of Disney+, Hulu and Espn+ that is better than NFLX. For the same price you get better choice of programs to watch.

>FANG+ Constituents: >$AAPL 168.89 +2.41% $AMZN 142.42 +3.32% $BABA 92.63 +1.58% $BIDU 137.87 +1.59% $META 177.94 +5.55% $GOOG 120.31 +2.4% $NFLX 244.65 +6.36% $NVDA 180.58 +5.65% $TSLA 878.82 +3.39% $MSFT 288.53 +2.2% >$TWTR 44.29 +3.42%

^IGSquawk ^@IGSquawk ^at ^2022-08-10 ^17:48:30 ^EDT-0400

Disney+ subscriber total overtakes Netflix.... Yikes.

One business, and the mouse does it better already. NFLX growth story is over.

Sounds like the perfect time for Ackman to jump back in though.

DIS still undervalued. More subscribers than NFLX and the parks.

And they own the two most famous villians of all time - Vader and Thanos.

Disney $DIS now has more subscribers than Netflix $NFLX across all its streaming services

Surprised you didnt mention DIS. That stock probably controls the movement of the streaming stocks like NFLX, PARA, WBD.

With CPNG it seems the Amazon of X stocks that got thrown away have had 15-20% pops post earnings. MELI and a few others already had them.

I know there is a NFLX insider in here what's coming

NFLX making millionaires 👀🤧

NFLX is a failed business. Wouldn’t touch them with a ten foot pole

Imagine buying BBBY calls instead of NFLX calls 🤦‍♂️🤦‍♂️🤦‍♂️

Cramer was the only one saying buy NFLX when it was under $5. It became the number one performing stock of the 2010-2020 decade.

As for COIN, Cramer loudly and repeatedly told viewers to cash out of any and all crypto related anything last November, literally the peak.

He sold his own personal crypto stash and bought real estate with the proceeds.

He hammered this point hundreds of times over months. He did dozens of segments on the risk of stable coins and his (predicted) collapse of crypto coin values.

>FANG+ Constituents: >$AAPL 165.17 +0.18% $AMZN 138.11 +0.26% $BABA 89.9 -1.37% $BIDU 134.35 -0.73% $META 169.78 +0.81% $GOOG 117.64 +0.15% $NFLX 230.55 +0.37% $NVDA 170.71 -0.05% $TSLA 866.25 +1.9% $MSFT 283 +0.24% >$TWTR 44.49 +3.99%

^IGSquawk ^@IGSquawk ^at ^2022-08-10 ^06:35:09 ^EDT-0400

Decent game, but terrible, terrible valuation.

"But kids like it" is not an excuse to buy overvalued memes, you have to think like an investor, not a customer.

Why was this valued at $30B when stuff like TTWO is not only cheaper, but profitable and has more than 1 game?

They're 16 years old, at some point the "growth" story isn't valid anymore and it will drop like SNAP and NFLX.

At this point, everyone's heard of Roblox so they're either dumping money into it now, or they never will. It's not like people have a hard time discovering it.

Of course that's why they waited until almost the end of the tech bubble to DPO so insiders could dump on retail like usual.

I have a PT of $10.

lol dude WSB is not (or was not, I guess) just for meme stock share buying. There’s some good ass shit if you look past the big pumps that happen here.

The DOCU and NFLX earnings plays, for one, this year. The BABA run up a few months back seemingly overnight.

There’s all sorts of solid shit you can really get into but instead, this sub becomes a massive religion for like 3 stocks. It winds up fucking people over more than anything , while the actual smart ones make their exits quietly .

Shoot the messenger, I guess

tell me more this is better than half of $NFLX dramas

NFLX is a buy!

Yeah but remember when everyone was selling NFLX puts the first two quarters? I like defined risk with these tickers.

GOOGL went from 46bn to 257bn or 21%

TSLA went from 0.41bn to 58.8bn or 73%

AMZN went from 61bn to 469bn or 25%

NFLX went from 3.6bn to 29.7bn or 26%

META went from 5bn to 117.9bn or 42%

CNBC: GET OUT OF MEME STOCKS, PLAY IT SAFE

also CNBC: buy NFLX at 500! Buy PYPL at 250!

Nflx the next meme stock.. for no reason too

>FANG+ Constituents: >$AAPL 164.94 +0.02% $AMZN 140.01 +0.39% $BABA 91.45 +0.73% $BIDU 137.37 +0.15% $META 170.46 +0.15% $GOOG 118.1 -0.04% $NFLX 233.7 +0.14% $NVDA 175.25 -1.52% $TSLA 881.5 +1.19% $MSFT 280.83 +0.14% >$TWTR 43.19 +0.51%

^IGSquawk ^@IGSquawk ^at ^2022-08-09 ^04:44:35 ^EDT-0400

Watched Uncharted. Great action movie, lots of fun. $NFLX

Nflx is not going to $300 retards….

Gonna rip for no reason like NFLX

Fr Fr, Fubo is only moving b/c of the other stocks like BBBY.

​

Give it 3 years, if FUBO makes it then I imagine NFLX buys it but shit - in 3 years it can go bust too

NFLX looking to fill the gap

Why so bullish on nflx?