Today, let's look into a few hot counters in market, through their recent market news and also technical chart review. COIN The recent downtrend can be attributed to increased profit-taking by investors who entered the market during the downturns of 2022 and 2023, as well as ETF investors who witnessed significant price appreciation on their shares after entering the market in the early weeks of 2024. On the macro front, the Federal Open Market Committee (FOMC) is not expected to make any changes to interest rates, but the view is taking root among investors that the central bank may not cut rates at all this year, delivering a blow to interest rate-sensitive assets such as cryptocurrencies, emerging market stocks and bonds or even commodities. COIN daily chart COIN share price retraced re
The lifting of past measures to contain the COVID pandemic does not seem to have brought back huge crowds expected to AMC's theatre chain. Releases of blockbuster movies have done little to help too, as rising competition from the online movies streaming service providers like $Netflix(NFLX)$ , $Amazon.com(AMZN)$ and $Walt Disney(DIS)$ have taken a toll on AMC, that has been struggling to stay competitive and remain relevant post pandemic, as the pandemic has changed forever the way many people would watch movies. AMC will have to quickly reinvent itself to ada
All the data says the economy is "strong" while: 1. Starbucks stock, $SBUX, fell 20% after reporting a 6% drop in traffic 2. Doordash stock, $DASH, fell 15% after reporting a $21 million loss 3. Netflix stock, $NFLX, fell 10% after reporting a weaker outlook for Q3 2024 4. CVS Pharmacy stock, $CVS, fell 17% after net income fell by 50% 5. Etsy stock, $ETSY, fell 11% after reporting weak earnings due to the "macroeconomy" 6. EBay stock, $EBAY, fell 5% after reporting weaker guidance Is the economy really that strong?
$Netflix(NFLX)$ I wonder if the $NFLX subscribers notice this Less spending on content + increase in subscription cost = Printing more cash flows? Investors will need to consider whether this is sustainable
$Netflix(NFLX)$Powerhouse, sure. At one time, the broadcast and cable businesses were a license to print money. I saw the rot setting in a decade ago, long before most people were clued in, including people in the broadcast and cable industry. The rot first appeared in the data - younger demographics abandoning linear TV. If you waited till now to react to it, it's too late.Data is not about today, it's about the future. What red flags in the data is NFLX trying to hide? They have more data that they ever release to us. This abrupt decision to hide data is not innocuous.Most likely, NFLX is going to evolve (devolve?) into more of an ad-supported business. The ad business is more volatile than subscription. How much more
$Netflix(NFLX)$Mostly trade SPX nowadays, I like the 1DTE strangles & selling 20 delta put spreads a month out - I pick & choose my spots with individual equities only when I perceive real opportunity, currently been in & out of NFLX it’s been a great trade this last week after earnings. I manage risk by size upon order entry, law of large numbers, rinse & repeat baby
$Netflix(NFLX)$NFLX - Netflix is looking like it will drop to near $500 and fill the previous price GAP. If this happens price will be about 40% away from all-time highs. This could be a much greater move when using Call Options. What are your thoughts on Netflix at this point?
$Netflix(NFLX)$Netflix is decision to Not report subscriber numbers is huge . The growth is done . We need to know how many subs they have because it helps us value it a little of course along with ARPU we can tell whats going on better . NFLX growth is over its not going to be a growth monster that it was this was netflix management basically telling us this. FWD PE IS 30 thats rich for a company not reporting SUBS should be MAX 20 FWD PE so NFLX has alot more to go down before it becomes a good long term opportunity .
$Netflix(NFLX)$How bears don’t see that Netflix will continue to grow quickly this next year I’ll never know. Cover now. You’ve been saying that the content is trash and yet Netflix grew 37M subs over the last year. CEO says there are 100s of millions households left. Peacock paying for an exclusive NFL game barely gets them 3M subs for the quarter. That’s expensive customer acquisition. Where’s the competition? Netflix won the streaming wars. Also cheapest entertainment option so a great stock for a recession. I don’t know what part you don’t see.
$Netflix(NFLX)$Increased licensing to Netflix has already started to happen as legacy media companies try to cut streaming loses. The problem for the legacy companies is Netflix has negotiating power having its own original content but it’s better than losing money trying to compete with Netflix.NFLX is a smart move for anyone with at least a 2-year investing horizon. Most of the competing streaming services will fail - and instead studios like Paramount or NBC (Peacock) will just focus on creating content and streaming through Netflix, Amazon Prime, Apple Plus, and Disney - with Netflix being the market leader. In addition, Netflix has multiple areas of new growth yet to be fully tapped e.g. advertising, merchandising f
$Netflix(NFLX)$when u take away the sole reason this went up, its only fair to take it back down, then let nflx prove itself next earnings how unimportant user subscribers are, their restrictions caused hundreds of thousands to cancel, this is why they no longer want to use it as a metric even though its the companys lifeblood until they can prove otherwise, all this uptrend is going to reverse 🤣
$Netflix(NFLX)$I wouldn't be surprised if in 2025/26, a lot of the competing streaming services (e.g. Paramount Plus, Peacock) find the economics are better to just distribute their content through Netflix as opposed to supporting a competing streaming service. And so the streaming market could consolidate to just ~4 streaming platforms. Netflix would likely be the market leader. Amazon Prime, Apple Plus, and Disney could be the other three. Something similar has already happened in the video game market. Lots of content studios but only 4 distribution platforms that matter: Playstation, Xbox, Steam (PC) and Nintendo. Opinions?
$Netflix(NFLX)$if subscriber metric didnt matter, they should have just said nothing about it and allow the data accessible , but by no longer being transparent, they basically are ADMITTING IT DOES MATTER🤣💀💀💀💀🤣Only good movies are the ones not produced by them. The rise and fall and rise and fall Netflix. Going under 500 soon 🔜
$Netflix(NFLX)$If I plant a seed, and the seed grows into a tree mission accomplished. It seems unreasonable to expect the tree to now grow to the stars. So basically are we expected companies to just endlessly show growth? I don't think Ford is concerned with growth yet they're still in business. As long as they produce a new car each year I don't see them going out of business anytime soon.
$Taiwan Semiconductor Manufacturing(TSM)$$Tesla Motors(TSLA)$$Boeing(BA)$ The significant surge in stock prices following quarterly earnings reports is intriguing. Contrasting with the sharp declines of NFLX $Netflix(NFLX)$ and Taiwan Semiconductor TSM after their earnings announcements last week, it seems the market sentiment has shifted. It's moved from "good, but not good enough" leading to declines, to "bad, but not as bad as expected" prompting gains. The treasure hunt in the market never ceases; Mr. Market's style is always evolving, and what you need is to adapt to it. change your strategy
Three Doubts on META and One Finite Reason For The Plunge
Two months ago, just because the financial report exceeded expectations, on the evening of April 24th, it immediately fell back to the starting line. Even though $Meta Platforms, Inc.(META)$ had a comprehensive Q1 financial report that exceeded expectations, it still plummeted by 18%. What exactly is the market dissatisfied with? Investment pointsDoubts about user base? User scale is the basis of advertising revenue for social media companies. The company announced that starting from Q1 24, it will no longer disclose operational indicators such as DAU/MAU/MAP/ARPU, and will instead focus on the changes in ad impressions, similar to how $Netflix(NFLX)$ stopped disclosing subscriber numbers from 2025 and in
$Netflix(NFLX)$ Reasons to Buy Netflix Now: Recent Stock Dip: Netflix stock has dipped recently, following the release of their first-quarter earnings. This could be a buying opportunity for some investors. Strong Subscriber Base: Despite slower growth, Netflix still boasts a massive subscriber base, the largest of any streaming service. Focus on New Content: Netflix is investing heavily in creating new and original content, which could help them attract and retain subscribers. New Revenue Streams: The company is considering introducing a cheaper ad-supported tier, which could open up new revenue opportunities. --- Reasons to Hesitate Before Buying: Increased Competition: The st
$Netflix(NFLX)$I think investors don't like the decision to disclose subscriber counts because it leads to lack of transparency with financial reporting. May should be an interesting month to monitor since TrendSpider's seasonality index reveals that May is NFLX's second best performing month. In the month of May NFLX has been bullish 70% of the time in the past 10 years (7 out of 10 May monthly candles) with average returns of +8.95%. NFLX could experience a post-earnings rally in the latter half of April and throughout the month of May.
Netflix, Inc. provides entertainment services. It offers TV series, documentaries, and feature films across various genres and languages. The company provides members the ability to receive streaming content through a host of Internet-connected devices, including TVs, digital video players, television set-top boxes, and mobile devices. It also provides DVDs-by-mail membership services in the United States. The company has approximately 222 million paid members in 190 countries. Netflix, Inc. was incorporated in 1997 and is headquartered in Los Gatos, California.