Sep. 18 at 9:28 PM
$NFLX We will see if the bearish thesis about “competition” doesn’t become eclipsed as NFLX will be one of the few companies not having to guide lower based on inflation and interest rates. I’m not saying they are immune entirely but they will be the least affected. Going to be considerable sector rotation catalyzed by next months ERs. You saw the first signs of it today in the broader market. Today may not be the norm here.