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@Barcode:π¬π Hard to ignore the scale shift.
$Netflix(NFLX)$ turns 19 today, from a 2007 DVD catalogue with ~1,000 titles and a 6-hour viewing cap to a global content and distribution platform with an estimated ~315M subscribers. Earnings next week matters π, and Wedbushβs view that advertising becomes the primary
revenue driver in 2026 π’ ties directly into the
margin and
valuation reset playing out now. Netflix has always reinvented first; the market usually prices it later.
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