The Compound 对 $SPOT 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
Netflix 和 Spotify 推出 Netflix。归功于我，我认为你仍然在其中。我在财报后的第二天以 67 美元买入。我现在只下跌了 9%。好观点。我现在通过所有平均下跌已经浮出水面。
我坚持住了。我不会不会放弃。我认为这是其行业中最被误解的股票。说得好。告诉我更多。他们就是不明白。他们不明白。他们不明白。但他们会的。他们会。抓住我。抓住抓住我，到三位数。我会解释的。
Netflix and Spotify put up Netflix. Credit to me and I think you you're still in this. I bought it the day after earnings at 67. I'm now only down 9%. Great point. I am now above water with all my average downs. I stuffed it out. I am not I am not walking away. I think that this is the most misunderstood stock in its sector. Preach. Tell me more. They just don't understand. They don't understand. They don't understand. But they will. They will. Catch me. Catch catch me in triple digits. And I'll explain it.
Spotify 的交易方式与 Netflix 非常相似。你我都看好这个名字。我买了，我加了。我买了，加了，上周买了更多，昨天又加了。
Spotify trades very similarly to Netflix. You and I both uh bullish on this name. I bought I bought an added. I bought an added bought more last week and added yesterday.
所以，我上周买了。我认为我完美地把握了时机。我确实在 Spotify 上设置了止损，不是 Netflix，而是 Spotify。嗯，我不想和它结婚，但我必须告诉你，我认为它是媒体领域最好的业务之一。
So, I bought it last week. I think I nailed the timing beautifully. I do have a stop in on Spotify, not Netflix, but Spotify. Um, I don't want to marry this thing, but I have to tell you, I think it's one of the best businesses in media.
我知道我们上周做了整个对话，所以我不会重复。嗯，但只是喊一声，因为这些股票正在回升。它们没有飙升。它们不在市场上最好的股票名单上。没有人谈论它们，但它们确实在从那些低点回升。我喜欢看到这一点。
I know we did this whole conversation last week, so I won't repeat it. Um, but just a shout out because these stocks are grinding back. They're not ripping. They're not on the best stocks in the market list. Nobody's talking about them, but they are literally grinding off those lows. and I like to see it.
Spotify 将进入市场上最好的股票名单。
Spotify will enter the best stocks on the market list.
沃尔玛和塔吉特。我的意思是麦当劳、可口可乐、安海斯-布希、迪士尼、Netflix、Spotify。不可能没有偏见，对吧？
Walmart and Target. I mean McDonald's, Coca-Cola, Annheiser Bush, Disney, Netflix, Spotify. Impossible not to have a bias, right?