How Meet Kevin’s view on $NFLX changed

Channel profile →This channel has 4 credited speakers: Adam Jonas, Goldman Sachs, Mark Mahaney, Wells Fargo6 entries

2026-09-15Bullish

“The Stock Market Nervousness, Fed, Elon, AI Chips”Mark Mahaney

NFLX is undervalued; agrees with analyst view that market misses positives despite stock being down from highs.

So, you real quick, you bought more Netflix, you bought more Delta. I did. Uh Netflix is 38% below its 52 week uh its all-time highs. I think the stock is just too cheap. Mark Mahaney came out yesterday, $110 price target, says the market is missing all of the positives. I agree.

Watch the source3:26:28

2026-09-04Bullish

“This Chart Signals the END of the AI Stock Bubble.”

NFLX is a buy due to low valuation and growth potential in its advertising segment.

I have exposure to Meta, Apple, and Netflix because I believe advertising is the sleeping giant at the moment. I think we can get in on cheap prices now while the software is already starting to take off.

Watch the source25:37

2026-09-04Bullish

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2026-08-28Bullish

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2026-08-25Bullish

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2026-08-24Bullish

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