The creator mentions potentially covering Adobe in a future video due to recent comments.
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Netflix Stock is Crashing - Is It A Buy Now?
Jun 23, 2026
Daniel Pronk discusses Netflix's recent stock performance, which is down 45% from its highs. He analyzes the company's reported acquisition attempts (Roku, Lionsgate) and the market's interpretation of these as signs of a struggling core business. Pronk argues that Netflix walking away from high bids indicates they are not desperate, and that potential acquisitions could offer growth optionality rather than being a necessity. He also reviews Netflix's recent earnings, showing 14% revenue growth and projected margin expansion, with engagement metrics at all-time highs.
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Tesla is mentioned as a potential free stock reward from Moomoo, with no investment thesis provided.
Nvidia is mentioned as a potential free stock reward from Moomoo, with no investment thesis provided.
YouTube is mentioned as a competitor gaining streaming market share, but no direct investment thesis is presented.
Mercado Libre is presented as a stock with greater value and growth potential compared to Netflix.
Brookfield Asset Management is mentioned as a stock offering more value and faster growth than Netflix.
Microsoft is highlighted as a stock offering more value and faster growth compared to Netflix.
The creator sees Meta as a better investment than Netflix due to its growth, wider moat, and competitive advantages in the streaming space.
The creator believes Amazon offers more value and is growing much quicker than Netflix, with a wider moat.
Netflix stock is down 45% and while acquisition rumors swirl, the company's fundamentals and engagement metrics remain strong, suggesting a hold stance.
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