NFLX
Netflix Inc
stock NASDAQ

How long you been crushing earnings plays? The premiums pump and I’ve had some seriously insane pops. I think LLY and NFLX (old 1200) made me some freakshow money.

Me: META, GOOG, NFLX, HOOD, RDDT, maybe AMZN. Also I'm thinking software. No way can AI just spin up a CRM used by multinational companies. The hosting, upgrades, backup, security, integration, support, training, etc. No fucking way. NOW, SNOW, TOST, etc etc

MSFT, NOW, WDAY, INTU, CRM, VEEV, ADSK, TEAM, MNDY. DUOL too but higher risk (it’s good) along with SNOW, & DT or PANW for cybersecurity. Not software, but NFLX too, gotta. 

The problem with PYPL is that it’s not doing as well as investors expect from the FinTech space. Has nothing to do with how solid it is as a company. Stock has tanked from 300 down to under 40 today. This has all happened while its earnings and revenues have steadily climbed since 2022.
Many are freaking out that they will get killed someday by Apple Pay and other Fintech companies. I personally don’t see any evidence of this in my business. None of my customers use Apple Pay. If I stopped allowing PayPal payments today, I would lose half of my business. Maybe because I don’t do POS which is a different animal (and people are buying more online these days anyways).
People see red flags in the way they are cutting margins. It’s a smart way to maintain a strong market position in the long term IMHO.
Will PYPL lose business to Apple Pay? For sure.
Will this cause PYPL revenue and profit to tank like the stock did? Highly unlikely.
Remember AMZN, NFLX, and META all had insane dips down to 10-30% of their peaks just a few years before their bull runs.
But for sure this requires patience!

Get you some NFLX perfect time

If government blocks it I’m not sure if there is a penalty - realistically it was 5b fee to terminate. Since this started NFLX has lost that x10 in market cap, would expect a rebound immediately as they won’t have to have debt to purchase. I

Good point. Even though some stocks usually outperform the earnings. There's periods where you have to slog through dreadful earnings reports while the index just keeps going up. For instance, like what happened with MSFT, NFLX, AMZN, or UNH lately.

Just a reminder that mango owns NFLX bonds

And the DOJ is basically devoid of competent lawyers at this point, so NFLX is going to rack up some large legal bills but can probably win in court.

SPRY, OKLO, SMR as high risk high reward.
MSFT, GOOG, NFLX, UNH

Rip to NFLX bulls, it’s getting probe like Cartman’s ass.

How long you been crushing earnings plays? The premiums pump and I’ve had some seriously insane pops. I think LLY and NFLX (old 1200) made me some freakshow money.

Me: META, GOOG, NFLX, HOOD, RDDT, maybe AMZN. Also I'm thinking software. No way can AI just spin up a CRM used by multinational companies. The hosting, upgrades, backup, security, integration, support, training, etc. No fucking way. NOW, SNOW, TOST, etc etc

MSFT, NOW, WDAY, INTU, CRM, VEEV, ADSK, TEAM, MNDY. DUOL too but higher risk (it’s good) along with SNOW, & DT or PANW for cybersecurity. Not software, but NFLX too, gotta. 

The problem with PYPL is that it’s not doing as well as investors expect from the FinTech space. Has nothing to do with how solid it is as a company. Stock has tanked from 300 down to under 40 today. This has all happened while its earnings and revenues have steadily climbed since 2022.
Many are freaking out that they will get killed someday by Apple Pay and other Fintech companies. I personally don’t see any evidence of this in my business. None of my customers use Apple Pay. If I stopped allowing PayPal payments today, I would lose half of my business. Maybe because I don’t do POS which is a different animal (and people are buying more online these days anyways).
People see red flags in the way they are cutting margins. It’s a smart way to maintain a strong market position in the long term IMHO.
Will PYPL lose business to Apple Pay? For sure.
Will this cause PYPL revenue and profit to tank like the stock did? Highly unlikely.
Remember AMZN, NFLX, and META all had insane dips down to 10-30% of their peaks just a few years before their bull runs.
But for sure this requires patience!

Get you some NFLX perfect time

If government blocks it I’m not sure if there is a penalty - realistically it was 5b fee to terminate. Since this started NFLX has lost that x10 in market cap, would expect a rebound immediately as they won’t have to have debt to purchase. I

Good point. Even though some stocks usually outperform the earnings. There's periods where you have to slog through dreadful earnings reports while the index just keeps going up. For instance, like what happened with MSFT, NFLX, AMZN, or UNH lately.

Just a reminder that mango owns NFLX bonds

And the DOJ is basically devoid of competent lawyers at this point, so NFLX is going to rack up some large legal bills but can probably win in court.