NFLX - Netflix Inc.

If Netflix drops below $782, expect continued downside; Friday selloff was described as 'insane' for a stock like Netflix.

Netflix is a momentum play; if it breaks above $82.35, expect upside continuation.

Netflix is cited as an example of media gatekeeping: 90% of films on Netflix are written or greenlit by white men, limiting Black narratives and imagination. This is a cultural critique rather than an investment recommendation.

Trump sold Netflix; considered one of the hot AI names being sold by smart money.

Brad respects Netflix but doesn't love the investment case due to huge spending by Apple/Amazon/Google and creator/AI tensions; at ~22x earnings it's more attractive than before.

Used as an example of a 10x stock that experienced a 70% drawdown in 2022, testing investor conviction. Not explicitly recommended, but highlighted for its volatility and long-term potential.

Ackman bought Netflix, but the host's 10-year stock analyzer assumptions produced a low/mid/high price range of $44/$71/$111 and he concluded the valuation 'doesn't feel right'. He said Netflix was not attractive and he would not spend more time on it.

Bullish call from Bill Ackman, expected double-digit revenue growth, margin expansion and robust buyback program; stock rising and offering good risk-reward after being beaten down.

Breakdown below $74.50 likely to continue lower. Sold off into market close.

Listed as at/near intrinsic value with 9% expected return; host is not buying at current prices but would get interested if prices fall further.