To The Moon

$Netflix(NFLX)$ In this turmoil, the most stable stock... thank goodness for calmer heads.

$Netflix(NFLX)$  is resistant to war and recession. I tend to think this stock will be in the 100s.

$Netflix(NFLX)$ I see the regulatory hurdle was the reason for their departure. With profits and growth hard to come by when competing against Netflix’s distribution empire, consolidation amongst the old media will persist. For these traditional players, intellectual property is the only negotiating tool they possess, and revenue from licensing to Netflix is set to outpace their own streaming revenue.

$Netflix(NFLX)$ It's like physics. For every action, there is an equal and opposite reaction. The Warner bidding took it from 115 to 75, and walking away from the bidding will take it from 75 to 115.

$Netflix(NFLX)$  really did the right thing by not buying WB. It would have been a disaster if they had. Instead, they came out on top with 2.8 billion. They deserve an award, I think.

$Netflix(NFLX)$  wins whether the sale is approved or they pull back. It is inevitable.

$Netflix(NFLX)$  should just pull its offer and back out. $Netflix(NFLX)$  doesn't need to buy anything; it's already a powerhouse without it.

$Netflix(NFLX)$  and $Spotify Technology S.A.(SPOT)$  move almost in lockstep. $Netflix(NFLX)$  has a much stronger moat, at least. Whereas $Spotify Technology S.A.(SPOT)$ 's moat lies in its UI, music discovery algorithm, and device integration, which Google could copy for YouTube Music.

$Netflix(NFLX)$  has shown clear strategic insight from the start. Many panicked causing significant share value loss, but similar patterns can recur. Once weaker holders and short-term shorts exit, it acts as a filter—leaving investors trusting the company and management vision. Shares could grow faster. If $Netflix(NFLX)$  bids aggressively for $Warner Bros. Discovery(WBD)$ , it’s due to management seeing strategic rationale and long-term projections. If rejected, the company remains well positioned to execute its current strategy.

If $Netflix(NFLX)$  truly wants this deal to go through, they might need to purchase some Trump meme coins or arrange a documentary deal for him. $Amazon.com(AMZN)$  already set the precedent with Melania.