The creator is bullish on Netflix's content spending, viewing it as a core competency and competitive advantage that drives value for customers and investors.
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Netflix Stock Investors Need to Understand This Huge Risk | NFLX Stock Deep Dive Part 4
Jul 26, 2026
The creator discusses Netflix's content spending, arguing that while the company is increasing its budget, it's still a core competency where they have a proven track record of generating value and returns. This is contrasted with hyperscalers' spending on AI, which is seen as a less proven area. The creator expresses a bullish sentiment towards Netflix's content investment strategy.
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