koolgal
10-06 19:22
🌟🌟🌟My primary strategy aligns with the core philosophy behind Deutsche Bank 's upgrade of $Netflix(NFLX)$ to a Buy.  It exposes the profound difference between short term volatility & the unstoppable long term operational dominance of Netflix.

Netflix suffered a brutal selloff, dropping its forward multiples from a dizzying 40x down to a modest 18 times 2027 earnings estimates.

This is an incredibly rare value opportunity for Netflix. 

Deutsche Bank highlights that Netflix is uniquely positioned to use AI. This could result in optimising its high margin advertising engine.

As the famous John Templeton likes to say :

"The time of maximum pessimism is the best time to buy".

@WallStreet_Tiger @TigerStars @Tiger_comments @Tiger_SG

πŸ’°Stocks to watch today?(8 OctoberοΌ‰
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Comments

  • henshengqi
    10-06 20:02
    henshengqi
    18x on 2027 earnings still feels conservative. They are barely pricing the gaming and live expansion, and AI only makes the ad engine more efficient
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      May you have a winning week πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Yes you are absolutely right πŸ‘πŸ‘πŸ‘
    • koolgal:Β 
      I believe that $Netflix(NFLX)$ has lots of exponential growth ahead.
    • koolgal:Β 
      Thanks for sharing your valuable insights πŸ₯°πŸ₯°πŸ₯°
  • cozyzi
    10-06 20:02
    cozyzi
    18x sounds cheap only if the ad AI uplift drops straight to cash flow. Extra data and compute can eat that margin fast lol
    • koolgal:Β 
      Let's see what the earnings report and guidance are.
    • koolgal:Β 
      Happy Trading πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      Thanks for sharing your valuable insights πŸ₯°πŸ₯°πŸ₯°
  • icycrystal
    10-07 07:06
    icycrystal
    thanks for sharing
    • koolgal:Β 
      May you have a winning week πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Appreciate your support πŸ₯°πŸ₯°πŸ₯°
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      Happy Trading πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      My pleasure 😍😍😍
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