Replying to
@mizzmo:Hi, thanks for reading my post and sharing your views. I wanted to get into your 2 positions too but feel GOOG at the moment is a little on the high. As for NFLX, I find that it is still vacillating between gains & losses, not stable yet... With the court stopping the PSKY and WBD acquisition, will there be rub off effect ? Mmm....//
@mizzmo:I added GOOG and NFLX last week — cycle feels ugly now, but Q3 bounce still looks live. Ceasefire maybe, but July data probably softens
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