Dec. 1 at 5:17 PM
$NFLX From a valuation lens this is classic asymmetry, a UX layer sitting on a
$715.9B growth path market doesn’t need massive share, even
$20–30M in high margin revenue with typical 3–5x sales multiples supports a
$60–150M market cap, and right now I can still buy it at microcap levels before the crowd models that scenario 📈