$Netflix(NFLX)$
It simply comes down to this: no one can outbid Netflix for content and make a profit. So this means Netflix will eventually control content distribution and control prices at both ends, the price they pay for content and the price they charge viewers. The stock has just started its final and biggest price spike before the government steps in and splits the company up like they did with AT&T $AT&T Inc(T)$ 40 years ago.
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