Many people asked me about $Netflix(NFLX.US) recently
1. I replied that I don't understand it, sticking to the principle of not touching what I don't understand
2. Recently it dropped due to an acquisition issue and future outlook in the earnings report
3. Before the earnings report, I checked and really didn't see any point that would make me take action
4. Apart from the recent significant drop in stock price, is it cheap? But the P/E ratio is still 34 now
5. The point I want to see is their efficiency improvement and cost reduction in content production by combining with AI, or so-called highlights
6. A few years ago, the membership subscription model surged, last year they introduced ad-supported cheap memberships which caused another surge
Let's keep watching first 🤔
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