The reality of Oracle's negative free cash flow, ballooning debt, and heavy reliance on continued AI hyperscaler spending. This is a classic high-risk, high-reward scenario rather than a safe harbor for capital.
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Yes. If any of these happen, the share price could decline further:
Another disappointing earnings report.
Advertising growth slows significantly.
Subscriber or engagement trends weaken.
The broader market enters a correction, especially for growth stocks.
On the other hand, if Netflix executes well over the next few quarters, the current sell-off could prove to be an overreaction.
My view
After the recent earnings, I think Netflix carries more downside risk than...
Another disappointing earnings report.
Advertising growth slows significantly.
Subscriber or engagement trends weaken.
The broader market enters a correction, especially for growth stocks.
On the other hand, if Netflix executes well over the next few quarters, the current sell-off could prove to be an overreaction.
My view
After the recent earnings, I think Netflix carries more downside risk than...
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Newcomer here, waiting for 360 to be filled.
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Good news for those mainly invest in US stocks
Luckily i sold some positions at 670 & 680
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Kiasu investor
liked
$Micron Technology (MU.US)$ Need to shake out weak hands before they pile on it
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At this stage, I would hold rather than sell into the current weakness, but I would monitor the next two quarters closely.
If Netflix demonstrates:
improving advertising momentum,
stable engagement,
and a return to stronger revenue growth,
then holding through the volatility could be rewarded.
If instead the next two quarters show another guidance cut, slower revenue growth, and weakening margins, I would reassess whether Netflix still deserves a place in a long-term portfolio.
If Netflix demonstrates:
improving advertising momentum,
stable engagement,
and a return to stronger revenue growth,
then holding through the volatility could be rewarded.
If instead the next two quarters show another guidance cut, slower revenue growth, and weakening margins, I would reassess whether Netflix still deserves a place in a long-term portfolio.
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Kiasu investor
liked
$SpaceX (SPCX.US)$ Tesla and SpaceX are counters to be avoided at all cost. Never put your money on one man’s dream. You don’t need to finance his Dream because dream doesn’t give you gold. Tesla n SpaceX is basically OMO driven. Its a One Man Operation. Should anything happen to him, should it be heart attack, an air crash, terminal disease, the whole share price can collapse overnight. Imagine those huge investors and funds manager starts dumping and Shortist taking advantage followed by margin...
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Kiasu investor
commented on
$SanDisk (SNDK.US)$ $SK hynix (SKHY.US)$ $Micron Technology (MU.US)$
The bull market has lasted for over a year
We’ve now entered a bear market—just one week in
Do you think it’s over? This is only the beginning![]()
The bull market has lasted for over a year
We’ve now entered a bear market—just one week in
Do you think it’s over? This is only the beginning
Translated
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