$Netflix(NFLX)$ Relax, NFLX will go back to 130 again. Paramount is a dinosaur, lacking both technology and good content. WBD will likely have to break down and sell off some junk, keeping a few names to compete, but I think selling the whole would bring more value. We call this process 'consolidation'. Only NFLX has advanced high tech and content creation capabilities. Watch out for live sports, which draws a lot of attendance, and live K-POP. Prime already has too much on its plate, and Jeff has more than enough—he wants to go to space. So, NFLX is the only one with the tools and qualifications to lead streaming.
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