Intuitive Surgical is mentioned as a stock that has fallen significantly, similar to the creator's concern about Netflix.
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Netflix Shares Down! Time to Buy?
Playing FTSEApr 26, 2026
The creator discusses Netflix's recent earnings report, noting a stock price dip due to Q2 expectations being lower than anticipated. Despite a significant boost to EPS from a collapsed Warner Brothers Discovery deal, the underlying operating leverage is modest. The creator also touches on the failed WBD acquisition and Paramount's subsequent deal, suggesting Netflix might be able to acquire WBD assets later for less.
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Netflix shares are down after earnings, presenting a potential buying opportunity despite slightly weaker Q2 guidance.
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