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← @amitisinvesting

$WBD

BULLISH2026-06-22
Price around the call
↑ 2026-06-22
By horizon✗ miss-4.1%
1d
✓ +1.2%
5d
✗ -2.6%
21d
✗ -4.1%
Original post
amit · 2026-06-22

$NFLX completely getting demolished cheapest it’s been in years, but every time I think of buying I remember… - no hit shows leading to massive growth like Squid Game for example - they tried to buy $WBD and $ROKU, now $LION which makes me think they really are struggling to create content - the only reason they beat EPS last Q was because of the $3B breakup fee, otherwise no growth - Mag 7s are better businesses trading at lower multiples what’s the argument to go long here other than it is bottoming? which I agree it probably is…but is risk to reward amazing here even if it doesn’t go that much lower?

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