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Netflix (NFLX) – A Safe Haven Amid Tariff UncertaintyKey Supporting Arguments Amidst the unpredictability of Donald Trump's tariff policies, Netflix might serve as a defensive play. Positive consumer sentiment, a surge in subscriber growth, and strategic hikes in subscription prices are poised to power robust results for the first quarter of fiscal year 2025. Investment Thesis Netflix (NFLX) is a global leader in video streaming, offering a vast library of original and licensed content to subscribers worldwide. With over 95% of its revenue stream coming from subscriptions, the company secures a solid foundation against the whims of market volatility. NFLX’s nascent foray into advertising contributes a mere 3% to its revenue, ensuring that any tremors in the macroeconomic climate have a minimal ripple effect. Netflix's business model, anchored in subscription revenue and expansive geographic diversification, shields the company from the whims of unpredictable tariff policies. Amidst the relentless cycle of tariffs being slapped on and lifted from a variety of products and the growing tide of protectionism, streaming platforms such as Netflix, which thrive on subscription-based models, emerge as devensive assets. This is largely because they steer clear of the tumultuous world of physical goods production, importation, and exportation. The sustainability of the company’s streaming empire is anchored in its formidable user engagement—clocking in at around 2 hours per household daily—paired with historically low subscriber churn and entertainment value that punches well above its price tag. These elements collectively mitigate NFLX’s risk profile in the face of a potential recession. While advertising revenue may take a hit if trade tensions intensify and trigger an economic downturn, it is worth noting that ads only contribute to about 3% of Netflix's total revenue. Despite its worldwide footprint, the company still rakes in a hefty slice of its revenue—around 40-45%—from the U.S. market, offering a protective buffer against possible international sanctions or restrictions. Meanwhile, its strategic geographic diversification across Europe, Latin America, Asia, and the Middle East not only mitigates risks but also fortifies the sustainability of its business model. Netflix is poised to potentially exceed expectations in its Q1 2025 earnings report. In Q4 2024, the company shattered expectations by pulling in a recordbreaking 19 million new users, a surge we anticipate will roll into 2025, powered by its rich and diverse content lineup. By the year's end, Netflix strategically hiked prices in the U.S. and UK, a move poised to bolster its Q1 2025 revenue. With a bold target of 29% growth for 2025, the company is banking on buoyant consumer spending and these subscription price upticks to hit the mark. Netflix projects a free cash flow of no less than $8 billion, creating a strategic opportunity for potential share buybacks. Our target price for NFLX over the next two months is pegged at $1,080, paired with a "Buy" recommendation. We suggest setting a stop-loss at $880.
NASDAQ:NFLXLong
by FreedomHolding
TRIP at a Make-or-Break Moment: Reversal Incoming?TRIP is currently testing a major descending trendline resistance around $18.85-$19.00, a critical level that could determine its next move. If price breaks and holds above this resistance, it may trigger a shift in trend, with the next key target at $27.15. However, failure to break out could result in a pullback to the $16.00-$17.00 support zone. The increasing volume suggests renewed interest, but the stock remains in a downtrend until proven otherwise. If momentum weakens here, a potential retest of lower supports near $12.00 could occur. This is a pivotal moment—either TRIP breaks out and signals strength, or it remains trapped within its multi-year downtrend. Disclaimer: This analysis is for educational purposes only and should not be considered financial advice. Trading and investing involve risk, and independent research or consultation with a professional is recommended before making any financial decisions.
NASDAQ:TRIP
by MysticMads
Break above 8 month resistanceThis Green trend line has been AMC's resistance since the May run-up of last year. Right now, the price action is bouncing between it and the Red support line. With the 4th anniversary of the first sneeze coming up, the BOJ rumored to increase interest rates to the highest level in 17 years on Friday morning, and the first FOMC meeting of the year and new Presidency being next Wednesday, I think the perfect storm is brewing for hedge funds to have to close their short positions. If we close the week above 3.50/above the green resistance line, I am expecting volatility to the upside. Also important to remember that at 5.66, AMC can clear $400M worth of debt, which would bring the company closer to $3.5B. Compared to the high of $5.88B in debt it had at the end of September 2020, that is great progress. Let's see what happens in the next couple days/week.
NYSE:AMCLong
by BakedSpud32
8
Madison Square Garden Entertainment | MSGE | Long at $36.00Madison Square Garden Entertainment NYSE:MSGE appears to be forming a slow, but steady, upward channel. With a 9.7 P/E, 40M float, low debt, and high institutional ownership, it's an interesting value play. From a technical analysis standpoint, the large looming gaps above the current price area screaming to be closed. There is one lower price gap between $29.05 and $29.06 ($0.01) that may get closed before a stronger move up - something to keep an eye on if the price drops below $35 in the near-term. NYSE:MSGE is a strong name that I think will eventually follow the path of NYSE:MSGS from a price perspective. However, headwinds such as the potential for a slowing economy, rising ticket prices, etc are something to consider. At $36.00, NYSE:MSGE is in a personal buy zone. Target #1 = $42.00 Target #2 = $50.00 Target #3 = $60.00 Target #4 = $68.00
NYSE:MSGELong
by WorthlessViews
Can Nintendo's Next Move Redefine Gaming Again?In the high-stakes world of gaming entertainment, Nintendo stands at a fascinating inflection point. With a 69% profit plunge and declining Switch sales, conventional wisdom might suggest trouble for the Japanese gaming giant. Yet, history shows that Nintendo often thrives most when challenged, using periods of transition to revolutionize how we play – just as they did with the Wii's motion controls and the Switch's hybrid concept. The company's current strategy reveals a sophisticated understanding of modern entertainment ecosystems. While managing the sunset of the Switch era, Nintendo is simultaneously expanding its reach through Hollywood partnerships, innovative hardware accessories, and digital services. This multi-pronged approach suggests that Nintendo's vision extends far beyond traditional gaming boundaries, potentially setting the stage for a more comprehensive entertainment experience. What makes this moment particularly intriguing is Nintendo's proven ability to create new market categories rather than just competing in existing ones. As the company prepares to announce its next gaming platform before March 2025, the real question isn't just about new hardware specifications – it's about how Nintendo might once again reshape our understanding of entertainment. With its rich IP portfolio and history of innovation, Nintendo appears to be orchestrating not just a product launch, but potentially a new chapter in how we interact with digital entertainment. The coming months will reveal whether Nintendo can once again transform challenge into opportunity, as it has done repeatedly throughout its 134-year history. For investors and industry observers alike, this represents more than a financial turning point – it's a window into the future of interactive entertainment.
TSE:7974Short
by MorMedia
DIS - Disney: this is a buy in my opinion. Right now, right hereTrading at 30% below estimate of its fair value Earnings are forecast to grow 21% per year Earnings grew by 108% over the past year Analysts in good agreement that stock price will rise by 29% Disney Announces Massive Theme Parks, Cruise Expansion at D23 Notably, the company has committed to invest a cool $60 billion in its parks over the next decade as it tries to maintain its lead over competitors. Wall Street analysts are quite bullish on Disney stock, despite its dismal price action. The stock has a consensus rating of “Strong Buy,” while its mean target price of $119.43 is almost 39% higher than yesterday’s closing prices. The stock even trades below its Street-low target price of $100, while the Street-high target price of $140 represents an upside potential of about 63%.
NYSE:DISLong
by Maximus20000
This was a MOVIE! Prepare to be entertained.. To say the least!This video is as real and transparent as it gets in the trading world. Hope you appreciate it as much as I learned from it. Final profit on this trade/video as we got cut off right at the drop - $560 and counting. This was legit a movie - For anyone who watches this whole thing, I hope you enjoyed and learned some important lessons about the nature of the market, human psychology, and the importance of having a trading plan. Probably the most up & down wild hour of trading i've had in a long time. I will be rewatching this one for years to come. Lots of lessons learned in 1 video. Happy Trading to everyone.
AMEX:SPY
by ReigningTrades
3
Netflix, just another analysis.Have you ever wondered what happens when a growth stock, well, doesn't grow anymore? Netflix is, at the moment, just a few bucks (I mean billions lol) below the 100 B dollar market cap. kinda big uh? it's like 100 unicorn start-ups together :D Anyway, let's get to the point. In the past, the company now considered OLD for us, the younger, simply exists, and they just work (you know, revenue, FCF etc, all cool stuff) they're not considered growth, ANYMORE, cuz in the past they must have been considered so right? everyone grows, then you just "keep what you have" or fight for it when you cant grow bigger. Now, from the internet, it is kinda known (in my studies at least) that a PE of 13-17 makes a company a good buy, but it's not undervalued yet. Well, it is also true that a PE of 30 for a growth stock is considered a good ratio as well, cuz you know, that's a GROWTH stock. Ah almost forgot, when there are not a lot of numbers or a lot of past years to analyse, the PE can go well about 30 (remember tesla? XD) So, the point is: Netflix went from PE>100 in the past years, then it fell to PE = 38 after Q4 2021 and NOW after Q1 2022 has fallen to PE = 19 Does it recall something to you? My idea? this "thing" just went from "hypergrowth stock" 2 years ago (ofc covid helped, maybe its not a big pharma conspiracy but a Netflix one LOL), to a "simple growth" 1 quarter ago, and now its gone to a "value" stock. Before I end the analysis, a reminder: at the moment, Netflix has a PE of 19, well above the >13 expected for a value stock to be at a good price, which means the stock should fall another 30% AND, well, what a lucky coincidence another fall of 30% would bring the price to the MA200 of the MONTHLY chart. Trade safe, and remember that wall street uses Algorithms, faster and better than you for trading purpouses. Let me know in the comment if you have a DIFFERENT opinion, if you agree with me simply leave a like ;)
NASDAQ:NFLX
by camelot0707
Warner Bros Discovery Faces Setbacks Amid Streaming SuccessWarner Bros Discovery ( NASDAQ:WBD ) emerges as a significant player, amalgamating the powerhouse entities of WarnerMedia and Discovery. However, recent quarterly results have painted a complex picture of triumphs and challenges for the conglomerate, sending ripples through the industry. Bigger-than-Expected Loss Amid Studio Struggles The latest quarterly report from Warner Bros Discovery ( NASDAQ:WBD ) has revealed a bigger-than-expected loss. This loss, attributed to a weak advertising market and the repercussions of Hollywood strikes on content production, has investors on edge. The conglomerate's studio business revenue plummeted by 17%, highlighting the struggle to replicate the success of blockbuster hits amidst production disruptions. Pinning Hopes on Future Releases Despite the setbacks, Warner Bros Discovery ( NASDAQ:WBD ) remains resilient, pinning its hopes on upcoming releases such as the highly anticipated second installment of the sci-fi epic "Dune." Delays stemming from the Hollywood strikes have underscored the challenges faced by the conglomerate, yet optimism persists for a resurgence with strategic releases in the pipeline. Streaming Surges Amidst Industry Shifts While the studio business grapples with challenges, Warner Bros Discovery's ( NASDAQ:WBD ) streaming division stands as a beacon of success. With an impressive 97.7 million global customers and a notable shift from losses to profits over the years, the streaming arm exemplifies resilience and adaptability in the face of evolving consumer preferences. Exploring Strategic Partnerships In a bid to capture younger audiences and diversify its offerings, Warner Bros Discovery ( NASDAQ:WBD ) has embarked on strategic partnerships. The joint venture with Walt Disney and Fox to launch a sports streaming service reflects a proactive approach to staying ahead in a competitive market. Additionally, discussions with Paramount's parent company, National Amusements, signal potential consolidation efforts amidst industry buzz. Looking Ahead As Warner Bros Discovery ( NASDAQ:WBD ) navigates the landscape of media and entertainment, its resilience and strategic vision remain at the forefront. Despite quarterly setbacks, the conglomerate's streaming division continues to thrive, showcasing adaptability and potential for future growth. With upcoming releases and strategic partnerships on the horizon, Warner Bros Discovery ( NASDAQ:WBD ) is poised to weather challenges and emerge stronger in the dynamic realm of entertainment. Warner Bros Discovery's ( NASDAQ:WBD ) recent quarterly results underscore the dichotomy of challenges and successes in the ever-evolving media landscape. While setbacks in the studio business cast a shadow, the streaming division's resilience and strategic initiatives offer a glimmer of hope for investors and industry observers alike. As the conglomerate navigates uncertainties and explores new opportunities, its ability to innovate and adapt will be crucial in shaping its future trajectory amidst a rapidly transforming entertainment landscape.
NASDAQ:WBD
by DEXWireNews
AMC Already up +30% since our buy call. Still hold?AMC Entertainment Holdings (AMC) went up yesterday +30% since our buy signal 2 weeks ago (September 26) as it rose from $8.14 to $10.52 (see chart below): Our long-term target remains $25.00, which is under the long-term Resistance of the 1W MA50 but what to do on the shorter term? The 1D RSI just turned neutral at 46.37 while the 1D MACD is on a Bullish Cross but still under the 0.0 mark. Those two indicate that there is still more upside left to this 2-week rally, which was to be expected considering the previously oversold condition of the time-frame. As a result, the short-term target is $14.00, which is exactly on the Resistance 1 level and where the 1D MA50 (blue trend-line) is headed to. Complimentary to that, the 1D RSI has a clear Resistance Zone for selling purposes. If it enters it before the price hits 14.00, we may consider taking the profit earlier. ------------------------------------------------------------------------------- ** Please LIKE 👍, FOLLOW ✅, SHARE 🙌 and COMMENT ✍ if you enjoy this idea! Also share your ideas and charts in the comments section below! This is best way to keep it relevant, support us, keep the content here free and allow the idea to reach as many people as possible. ** ------------------------------------------------------------------------------- 💸💸💸💸💸💸 👇 👇 👇 👇 👇 👇
NYSE:AMCLong
by TradingShot
2
Disney (DIS) -> Major Reversal AheadMy name is Philip, I am a German swing-trader with 4+ years of trading experience and I only trade stocks , crypto , options and indices 🖥️ I only focus on the higher timeframes because this allows me to massively capitalize on the major market swings and cycles without getting caught up in the short term noise. This is how you build real long term wealth! In today's anaylsis I want to take a look at the bigger picture on Disney. At the moment Disney stock is retesting a major previous monthly support level from which we already rejected multiple times towards the upside in the past. Considering that market structure on the lower timeframes is still bearish though I am just waiting for more bullish price action before I think we will see a major bullish impulse. - - - - - - - - - - - - - - - - - - - - I know that this is a quite simple trading approach but over the past 4 years I've realized that simplicity and consistency are much more important than any trading strategy. Keep the long term vision🫡
NYSE:DISLong
by basictradingtv
29
DISH a TV penny before earnings LONGDISH has earnings on 8/2. On the 2H, price just bounced off the support of the longest of the three EMAs (35/70/280) and tested the POC line of the volume profile again showing buyer support at a high trading volume and volatility area. the MACD indicator shows a bullish line crossover and negative to positive on the histogram where convergence ended and divergence took over. The dual RSI indicator shows the lower time frame green line in a dip for a few days and then a rise above the 50 level and the higher time frame black line. DISH has volume voids above the current price and the near-term pivot high is above. If that cracks, price momentum could accelerate. DISH is suitably set up for a long trade as traders anticipate the earnings. I will take it. I may trade a sizeable trade of stocks or alternatively options striking $8 for 8/11.
DLong
by AwesomeAvani
1
FUBOTV moves before earnings LONGWith upcoming earnings on August 4th, as shown on the @H chart, FUBO is moving. The set of three EMAs (35/70/280) show an impending crossover the longest EMA and a golden cross between the other two has already occurred. The MACD demonstrates the bullish momentum. The dual time frame RSI has the low/green line crossing the 50 level from well below it and then the high/ black line in the 60 range another confirmation of bullish trend strength. I can appreciate that other traders are anticipating a bit of a jump in the event of an earnings beat. I will join that group. The target is the level of the double top of mid-July. The stop loss is the level of the golden cross of the EMAs. An identified options trade is the strike of $ 3 expiring 8/11.
NYSE:FUBOLong
by AwesomeAvani
WMG Warner Music - BULLISH SCENARIOWMG - Some controversy stirring the pot with one of WMG's biggest artists Ed Sheeran, according to the latest news Sheeran was found not guilty nor liable in the copyright lawsuit against him and eventually affecting the company-owned labels Asylum, Atlantic, Elektra. Potential recovery from that development combined with good earnings in the upcoming week could bring significant equity injection to the company stock, as we can see the last Earnings send the stock surging with more than 6.00 dollars. Risk Disclosure: Trading Foreign Exchange (Forex) and Contracts of Difference (CFD's) carries a high level of risk. By registering and signing up, any client affirms their understanding of their own personal accountability for all transactions performed within their account and recognizes the risks associated with trading on such markets and on such sites. Furthermore, one understands that the company carries zero influence over transactions, markets, and trading signals, therefore, cannot be held liable nor guarantee any profits or losses.
NASDAQ:WMGLong
by legacyFXofficial