NFLX被低估（远期市盈率20多倍），增长故事清晰；机构买入定位良好；回调可买入。

Netflix is such a clean undervalued stock and this is a very clean story here in in regards to Netflix. You know, if you look at a lot of these, I mean, almost all these QQQ top positions, they're all questionable, right? None of them have clean stories. Netflix is a one clean story. You know, they're going to come in with subscriber growth. It's just question of how much. You know, they're going to be able to slightly go up on plans here and there over time. You know, they're going to continue to grow their ad business, right? you know, they're going to continue to expand international and you know roughly what their capex numbers are, right? So, it's just a clean company. It's undervalued. The forward P in the stocks likely low 20s right now. So, it's clean. It's $77.77. That's a good sign also, by the way. But yeah, it's clean. It's undervalued.

Netflix, I think, is going to get more and more attractive to big money because if you're big money, you're looking out there and you're like, what do you want to buy? Do you want to buy Nvidia right now? You want to buy Meta right now. You want to buy Amazon and their capex numbers right now. You you look out there and you're like the one stock that just is very clean and undervalued is one of Wall Street's favorite stocks is Netflix. And so I think that one is uh in a great position regardless of what happens in the market. I think Netflix is positioned very very well. And Netflix is a stock that any dip in that stock you can easily buy.