《The Stock Market Nervousness, Fed, Elon, AI Chips》Mark Mahaney
NFLX 被低估；认同分析师观点，即尽管股价已从高点回落，市场仍忽视了其积极因素。
所以你很快又加仓了 Netflix，也加仓了 Delta。是的。Netflix 比其 52 周、也就是历史高点低了 38%。我认为这只股票就是太便宜了。Mark Mahaney 昨天给出了 110 美元的目标价，说市场忽略了所有积极因素。我同意。
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.