$NFLX is a fave of Fin TV panelists (Drawdown et al) but we don't hear about the losing ideas. They are not timestamped. @KeithMcCullough
Bespoke: Netflix $NFLX continues to plummet, down 4%+ today and 27% in the last two months after a brief bounce from late February to mid-April. How low will this one go? Market cap now at $328 billion. Not even close to mega-cap status.
Author highlights Netflix's continued decline (down 4%+ today, 27% over two months) and questions how much further it will fall. Market cap now at $328 billion, no longer mega-cap. Author criticizes lack of accountability for losing ideas on financial TV.
Author's bearish view aligns with current price action: NFLX down 3.61% today to $78.72, market cap $331B. Recent news includes stock getting 'rocked' today and Jefferies cutting price target from $128 to $110. Author questions further downside as stock continues multi-month decline. Earnings approaching July 16 (EPS est 0.8041).
事件 Earnings (EPS est 0.8041) · 2026-07-16
关键要点
Netflix down 4%+ today, 27% decline over last two months after brief Feb-Apr bounce
Market cap now $328 billion, below mega-cap threshold
Questions how low the stock will go
Financial TV panelists promoted NFLX but don't discuss losing ideas or provide timestamps
