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How Joseph Carlson After Hours’s view on $NFLX changed

Channel profile →This channel has 2 credited speakers: Michael Burry, Wall Street Journal article2 entries
2026-08-26Bullish
“Meta Wins A Massive Strategic Victory”
Netflix is expected to transition into a streaming hub to monetize distribution via third-party integrations; success depends on clean execution that avoids the cluttered model of competitors.

Netflix may become a streaming hub, meaning you may be able to sign up for services like Peacock through your Netflix interface.

A lot of investors are confused whether or not this is a good or bad thing for Netflix.

Now, moving on, we get to some rumored news that Netflix may be turning into a platform where they host different streaming services like Peacock or Fox One.

Watch the source01:03
2026-08-24Bullish
“I’m Buying $10,000 Of This Company Next”
Netflix is a buy at $60 per share, with a projected 19.9% compounded growth rate under conservative assumptions, but could drop rapidly if the next earnings report disappoints.

Next up, we get to Netflix. This is holding number seven. It's a $16,000 position, $34,000 in gains. Netflix currently trades at $80 per share. The buy-in target I'm setting for this company is $60.

If Netflix is the first company to reach its buyin target, it'll earn the additional $10,000. If we look back at when Netflix has reached $60, it's been some time. So, investors have generally been enthused about Netflix.

They've liked the company, but recently you can see that it's in a downtrend. So, I do believe there's a chance if investors get really soured on Netflix with their next earnings report for whatever reason, we could see the stock drop rapidly. We've seen it before with Netflix.

Watch the source14:18
KolSays