NFL

NFLX

11 tracked calls · 5 long · 6 short · last 90d: 1L/4S

first called by Invest Like the Best 1y ago

IN TRACKED PORTFOLIOS

NFLNFLXSHORT2w ago

“The market did not like the fact that the results only met expectations and it also did not like the virtual elimination of the what we watched report and the stock was down 8% after hours and is down”

The Real Eisman Playbook · Steve Eisman

Netflix lost its mojo as EPS growth slows to 11% and the company obscures engagement by slashing its viewership reports to just once a year.

NFLNFLXSHORT@ $68.33

$70.23-2.78%

since call Jul 17

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NFLNFLXSHORT1mo ago

“Netflix seems to have completely lost its mojo, down 25%. I suppose Netflix's growth story no longer seems that powerful.”

The Real Eisman Playbook

Short Netflix: the streaming giant has completely lost its mojo and its growth story no longer appears powerful enough to support the stock.

NFLNFLXSHORT@ $75.08

$70.23+6.45%

since call Jun 26

peak +9.4%

Trade on Robinhood →

NFLNFLXSHORT1mo ago

“$NFLX part internet factor, part quality factor out of favor. Was expensive, growth slowing.”

SuspendedCap

Netflix margins have peaked as forced content/live spending and franchise weakness compress profitability while growth decelerates

NFLNFLXSHORT@ $73.88

$70.23+4.94%

since call Jun 22

peak +8.6%

Trade on Hyperliquid →

NFLNFLXSHORT1mo ago

“down 7% in a straight line … straight line down on Netflix as they just get thing after thing after thing after thing.”

ThreadGuy

Netflix breaking down in a straight line as content struggles mount and movies steal the spotlight

NFLNFLXSHORT@ $73.64

$70.23+4.63%

since call Jun 22

peak +8.4%

Trade on Hyperliquid →

NFLNFLXLONG1mo ago

“there was the TV era of boxing, then there was the pay-per-view era. And then I was like, now we're in the streaming era.”

TBPN · Speaker D (Jake Paul)

Boxing's PPV era ended; Netflix owns the streaming era and converts marquee fights into subscribers.

NFLNFLXLONG@ $75.84

$70.23-7.40%

since call Jun 18

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NFLNFLXSHORT5mo ago

“Netflix threatens ByteDance … ByteDance, these are AI-generated movies, videos”

Jordi Visser

Netflix is being disrupted by AI-generated video from ByteDance and Hollywood AI tools.

NFLNFLXSHORT@ $77.45

$70.23+9.32%

since call Feb 22

peak +14.6%

Trade on Hyperliquid →

NFLNFLXSHORT6mo ago

“It would be Netflix if they don't close the Warner Brother deal... Alternative, if they do close on Warner Brothers, I think they've got some good runway...…”

All-In Podcast

Friedberg forks his worst-asset call on the Warner Bros outcome: Netflix if the deal dies, traditional media if it closes. Netflix dropped its bid and Paramount Skydance won Warner Bros in Feb 2026, so the no-deal branch is the one that resolved live, pointing the call at a Netflix short.

NFLNFLXSHORT@ $89.26

$70.23+21.32%

since call Jan 10

peak +25.3%

Trade on Robinhood →

NFLNFLXLONGPOSITION6mo ago

“And so, you know, even today we're only about— Netflix is about 10% of US television. We've got a long way to go. And internationally, It's less than that…”

Invest Like the Best

Netflix still has only 10% of US TV time, so the subscriber and revenue runway is years long.

NFLNFLXLONG@ $93.30

$70.23-24.73%

since call Jan 6