Netflix has managed to layer on makeup over their revenue growth for the last few years.

Their password sharing crackdown in 2023 resulted in 41% cumulative net adds over the following 3 years. Paid subscription growth is already decelerating again.

The most recent revenue growth number was mostly a result of a price hike.

Will ad tiers and other verticals be enough to sustain revenue growth going forward?

Reddit is considering cutting off $GOOGL's access to its content for AI use as their $60 million-a-year licensing deal nears expiration, the WSJ reports.

USA Today, Reuters, Politico and other publishers are also reevaluating Google’s crawler as AI summaries reduce referral traffic.

USA Today’s organic Google traffic reportedly fell nearly 50% over the past year, while Politico’s declined 23%.

The central issue is that publishers generally cannot block Google’s AI summaries without also losing visibility in traditional search.

No major cutoff has been announced, but more publishers are questioning whether the traffic Google sends back is worth the content it receives.

Just dropped: AMD and Anthropic (the company behind Claude) signed a deal for up to 2 gigawatts of AMD's new MI450 GPUs, deploying starting H1 2027. AMD is also putting up to $5B into Anthropic, tied to deployment milestones.

Why this matters:

• Anthropic already uses AMD chips (MI355X), this is an EXPANSION, not a first date
• AMD now has gigawatt-scale deals with OpenAI, Meta, AND Anthropic
• Stock is moving on the news
• This is real infrastructure, not vaporware, full rack-scale systems (Helios) with CPUs, networking, and software included

AMD is proving it can go head-to-head with Nvidia for the biggest AI labs on the planet. Worth watching how this develops into 2027.

Not financial advice, do your own research.

Been watching semis get absolutely wrecked since late June. SOXX off 20% from peak, QQQ dropped around 8% over the same stretch. Then Monday happens and SOXX rips 5.5% in a single session.

My read: this is short covering, not conviction buying. US short positions are sitting at historical highs, and you get a squeeze like that when crowded shorts unwind fast. Still roughly 16% below June highs, so the recovery story isn't anywhere close to written.

That said, Taiwan export orders came in at +59.4% YoY against a +49.5% consensus. That's not noise. AI capex demand is still real, and 61% of fund managers in recent surveys don't expect any reduction this year.

I checked the chart flow on moomoo and the NVDA/AMD/MU complex looks like it wants to base here, but earnings this week will tell us if Monday's move had any legs or just trapped more longs.

Personally sitting on partial positions. Not adding until I see guidance numbers. Anyone else holding through earnings or trimming into this bounce?

Idea stolen from u/Zipski577

I added a signal column to get a quick read on the volume data. Plan to use this as a tool to help determine when it's time to exit, add to or put on a new position. It would be super high speed if I could link the tickers to any news headlines or macro calendar events. For now I'll have to make sure I reference macro economic calendar and company specific news feeds separately.

Anyone have any other ways they track volume or have any suggestions to tweak or use this to make more informed decisions?

Revenue is on pace for roughly $51 billion in 2026. Operating margins remain among the highest in entertainment.

What Netflix could look like by 2040?

I’ve noticed several trends that seem plausible to me. Obviously, Netflix needs to focus on its business today, but these are just hypothetical scenarios based on the trends I’ve observed, indicating where I see the company heading.

A list of Netflix’s current projects.

Being done 🟢

Not being done 🔴

Cloud gaming 🟢
Console-quality titles 🟢
Mobile games 🟢
Story-driven games connected to Netflix franchises of your favorite show or movie! 🟢
Netflix House experiences. 🟢
Permanent Theme Park Partnerships 🔴
Netflix Horror Nights Stranger Things haunted house stuff etc. 🟢
Escape rooms 🔴
Live sports 🟢
Live concert streaming 🔴
Podcasts 🟢
Music 🔴
Creator content 🔴
AI-powered studio 🟢

Historical growth (2016–2025) NFLX
2016-89M subscribers
2017-111M subscribers
2018-139M subscribers
2019-167M subscribers
2020-204M subscribers
2021-222M subscribers
2022-231M subscribers
2023-260M subscribers
2024-302M subscribers
2025-325M subscribers
Average addition of roughly 24 million subscribers per year
If Netflix continues their incredible growth like they have been in the past Hypothetical Subscribers growth could look like this.

2030
~430M

2035
~540M

2040
~650M

By 2040, a larger Bull case might be close to 800 million paid memberships If we face more tailwinds with AI or another pandemic like COVID-19, we already have a significant number of households staying home more than ever, which is undoubtedly beneficial. I believe that SpaceX's potential and the global expansion of the internet will help everyone have access to entertainment, even in rural areas. Only time will tell what the future holds for Streaming and media companies i still believe Netflix has a bright future.

so for a while i had this feeling that all the government spending and inflation stuff was gonna keep long term rates high. like it just felt kinda different from usual, not just some temporary blip

was getting new tires around then too and the guy at the shop was joking about how everything’s still expensive, stuck with me for some reason

figured if things stayed messy, those long bonds would keep feeling heavy

put a little money on it. not a lot, just enough that it stings when it goes wrong. told myself if it dropped too much too fast i’d just get out, didn’t wanna be the guy holding on forever

i lost money on this ngl

last month it dipped. not even that much tbh, but enough to hit that “get out” point i set for myself, some inflation news came out that looked softer for like a sec

sold right there like an idiot. lost a chunk, not pizza money but enough to feel dumb standing at the gas station after

what’s weird is

i expected either it keeps dropping or it holds steady if i’m right. instead it dipped just enough to shake me out and then went right back up like nothing happened, big picture didn’t even change

huh

it’s like waiting for the car to warm up in winter. sometimes it feels ready and you pull out early and the engine still stutters on you

idk if the thing was ever actually gonna hold the whole time or if i just got unlucky with the timing. kinda both? not sure

anyone else get shaken out right before the thing actually went their way, or am i just bad at sitting still lol

Been watching the $INTC options flow heading into earnings and the put/call ratio is sitting at 0.54, roughly 657K contracts total. Calls have the edge, not screaming bullish but it's a consistent lean.

What's interesting is the volume bursts cluster right around earnings markers on the chart. That's not passive positioning, someone's making a directional bet.

The bull case everyone keeps citing is the foundry pivot, AI PC narrative, domestic manufacturing tailwind. And yeah the stock has shown some life on those catalysts. But the valuation debate is still loud, tbh. Intel's not cheap if the execution story slips again.

Pulled the flow breakdown from moomoo community and the trend in that P/C ratio is what matters more than the snapshot. If it drifts further below 0.54 before the print, that's the actual signal.

Big Tech earnings week makes this harder to read in isolation. Anyone else tracking INTC flow into the call or fading the options sentiment here?

$28.24B in revenue, up 26% YoY. Beat estimates. Automotive sales beat too. And somehow the stock drops after hours.

The problem is everything below the top line. Adjusted EPS came in at $0.33 vs. $0.51 expected. Operating income down 57% YoY, missing by a mile. Free cash flow went negative. Gross margin at 16.8% when the street was pricing in 19.4%.

Capex doubled YoY to $5.79B. That tells you where the money is going, Cybercab, Optimus, FSD buildout. Management is essentially saying "trust the vision, ignore the P&L." FSD subscriptions hit 1.48M, up 56% YoY, which is the one number that actually holds the bull case together.

Been watching the chart on moomoo today and the reaction feels overdone, but margin compression at this scale is genuinely hard to hand-wave away. The bear case is simple: they're burning cash to build products that may not pay off for years. The bull case is equally simple: if even half the Cybercab/Optimus thesis plays out, current price looks cheap.

I trimmed some exposure before earnings, kinda regretting the size of the trim now. Anyone still holding full position through this, or is the margin story enough to shake you out?