The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

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NFLX

Netflix, Inc.Earnings 10/20Clear split
Close 72.61 (2026-10-15)28 days -3.6%1Y -38.7%28 d mentions 11

Stance mix of tracked accounts 9 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
1
Neutral
5
No stance
2
Bearish
1
Accounts BullNeuBearNone
@alphatrendsViews ›0010
@carlquintanillaViews ›0100
@ripster47Views ›1002
@DiMartinoBoothViews ›0100
@jam_croissantViews ›0001
@charliebilelloViews ›0100
@Jake__WujastykViews ›1000
@GerberKawasakiViews ›0100
@Mr_DerivativesViews ›0100

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
Bear case

Clear split. Accounts are on both sides; see the two columns above for where they differ.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Neutral First call
Technicals · @Mr_Derivatives: recently weak names $NKE, $MCD, $TLT and $NFLX are all popping today.
2026-10-15 22:00 HKT Original post ↗
Neutral First call
Fundamentals · @GerberKawasaki says Netflix lost the Palisades theater to Skydance (Paramount, partnering with Rick Caruso to reopen The Bay theater), calling it a shot across the bow.
2026-10-14 09:05 HKT Original post ↗
Bullish First call
Technicals · Short term · @Jake__Wujastyk sees potential double bottom forming on $NFLX.
2026-10-12 07:21 HKT Original post ↗
Charlie Bilello @charliebilelloViews ›
Neutral First call
Valuation · Price to Sales Ratio (TTM Sales) lists SpaceX at 103, Palantir at 87, CrowdStrike at 52, AMD at 24, Broadcom at 20, NVIDIA at 19, Applied Materials at 13, Tesla at 13, Microsoft at 12, Apple at 11, Google at 10, Micron at 9, Intel at 9, Meta at 8, Cisco at 7, Netflix at 6, Oracle at 6, Amazon at 4, and S&P 500 at 3.5.
2026-10-11 23:11 HKT Original post ↗
Cem Karsan 🥐 @jam_croissantViews ›
No stance
Fundamentals · Medium term · Sirius enjoys a loyal subscriber base with monthly churn around 1.5%. Netflix has monthly churn of 2.0-2.5%, Prime Video’s churn is ~3.5% and the industry average for streaming services is 5-6%. COVID pulled demand forward, causing subscriber growth to stagnate afterward. That’s now ending. The subscriber base has grown modestly and remains stable, even in light of price hikes. Sirius lost 350,000 subscribers in 2025 but has returned to growth, adding 22,000 subscribers in the second quarter. The business has a massive installed base of ~33 million subscribers.
2026-10-10 05:00 HKT Original post ↗
Bullish First call
Technicals · Short term · @OMillionaires Added 2 days ago!! Tired of stopping out on $NFLX lol
2026-10-10 02:04 HKT Original post ↗
Danielle DiMartino Booth @DiMartinoBoothViews ›
Neutral First call
Basis not tagged · Streaming Blues? @netflix to cut ~5% of its staff as early as next week. The company had 16,000 full-time employees as of the end of last year, 68% in the US, according to a regulatory filing. @PuckNews
2026-10-10 01:09 HKT Original post ↗
Carl Quintanilla @carlquintanillaViews ›
Neutral First call
Fundamentals · （@carlquintanilla 轉發）Puck 報導 Netflix 即將裁員約 5%。
2026-10-09 13:41 HKT Original post ↗
Brian Shannon, CMT @alphatrendsViews ›
Bearish First call
Technicals · Short term · ICYMI @traderTVLIVE with @tradertvneal and @tradertvshawn earlier $CEG $XBI $NVDA $NKE $MRNA $NFLX $STX $NBIS
2026-10-07 03:26 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 8 posts · Bull 2 / Bear 0
    @Jake__Wujastyk: @Jake__Wujastyk sees potential double bottom forming on $NFLX. (Bullish)
  • 10/3–10/9 · 3 posts · Bull 0 / Bear 1
    @alphatrends: ICYMI @traderTVLIVE with @tradertvneal and @tradertvshawn earlier $CEG $XBI $NVDA $NKE $MRNA $NFLX $STX $NBIS (Bearish)
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

NFLXEarnings 10/20 Neutral2026-10-15 22:00 HKTOriginal post ↗

@Mr_Derivatives: recently weak names $NKE, $MCD, $TLT and $NFLX are all popping today.

See original

$NKE $MCD $TLT $NFLX All the recent trashy names poppin’ today.

Reasoning: Technicals

NFLXEarnings 10/20 Neutral2026-10-14 09:05 HKTOriginal post ↗

@GerberKawasaki says Netflix lost the Palisades theater to Skydance (Paramount, partnering with Rick Caruso to reopen The Bay theater), calling it a shot across the bow.

See original

Netflix lost the Palisades theater to skydance. A shot across the bow…

Reasoning: Fundamentals

NFLXEarnings 10/20 Bullish2026-10-12 07:21 HKTOriginal post ↗

@Jake__Wujastyk sees potential double bottom forming on $NFLX.

See original

$NFLX Potential double bottom forming here.

Image 1 ↗

Reasoning: Technicals · Short term

NFLXEarnings 10/20 Neutral2026-10-11 23:11 HKTOriginal post ↗

Price to Sales Ratio (TTM Sales) lists SpaceX at 103, Palantir at 87, CrowdStrike at 52, AMD at 24, Broadcom at 20, NVIDIA at 19, Applied Materials at 13, Tesla at 13, Microsoft at 12, Apple at 11, Google at 10, Micron at 9, Intel at 9, Meta at 8, Cisco at 7, Netflix at 6, Oracle at 6, Amazon at 4, and S&P 500 at 3.5.

See original

Price to Sales Ratio (TTM Sales) SpaceX: 103 Palantir: 87 CrowdStrike: 52 AMD: 24 Broadcom: 20 NVIDIA: 19 Applied Materials: 13 Tesla: 13 Microsoft: 12 Apple: 11 Google: 10 Micron: 9 Intel: 9 Meta: 8 Cisco: 7 Netflix: 6 Oracle: 6 Amazon: 4 S&P 500: 3.5

Reasoning: Valuation Specific

NFLXEarnings 10/20 Bullish2026-10-10 02:04 HKTOriginal post ↗

@OMillionaires Added 2 days ago!! Tired of stopping out on $NFLX lol

Reasoning: Technicals · Short term Specific

NFLXEarnings 10/20 Neutral2026-10-10 01:09 HKTOriginal post ↗

Streaming Blues? @netflix to cut ~5% of its staff as early as next week. The company had 16,000 full-time employees as of the end of last year, 68% in the US, according to a regulatory filing. @PuckNews

Reasoning: Not tagged by analyst Specific

No-stance mentions (3)
NFLXEarnings 10/20 No stance↻ Repost of @TENETTRADEGROUP2026-10-13 20:45 HKTOriginal post ↗

(Reposted by @ripster47) @TENETTRADEGROUP posts its Market Wake-Up Summary for Oct 13, listing the names it is watching: $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN and bitcoin. The post itself gives no view on any of them.

See original

Tenet Market Wake-Up Summary 📷📷 October.13.26 $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN bitcoin:native @ripster47 | @tenet_research | @TenetCharts

Image 1 ↗

Reasoning: Not tagged by analyst

NFLXEarnings 10/20 No stance2026-10-10 05:00 HKTOriginal post ↗

Sirius enjoys a loyal subscriber base with monthly churn around 1.5%. Netflix has monthly churn of 2.0-2.5%, Prime Video’s churn is ~3.5% and the industry average for streaming services is 5-6%. COVID pulled demand forward, causing subscriber growth to stagnate afterward. That’s now ending. The subscriber base has grown modestly and remains stable, even in light of price hikes. Sirius lost 350,000 subscribers in 2025 but has returned to growth, adding 22,000 subscribers in the second quarter. The business has a massive installed base of ~33 million subscribers.

Reasoning: Fundamentals · Medium term Specific

NFLXEarnings 10/20 No stance↻ Repost of @TENETTRADEGROUP2026-10-09 20:44 HKTOriginal post ↗

（@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。

Image 1 ↗

Reasoning: Not tagged by analyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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