And look, at the end of the day, man, if you believe in Netflix long-term, any company stock long-term, That's when you want to buy, when there's blood in the streets, if you will, when there is a lot of pessimism in the name, and clearly there is.
Context
At the end of the Netflix discussion, the speaker says long-term investors should buy when the stock is heavily pessimistic.
It's like, do I even want to own this stock? Really? I mean, again, the content space is so it's just so tough. I mean, Netflix is going to be fine, don't get me wrong. It's it's a great stock. I wouldn't mind holding it long-term, but with with the pullback right now, I think I I'd much rather put some money elsewhere.
Context
Later in the Netflix discussion, the speaker says he is hesitant to own the stock and would rather put money elsewhere.
Full Transcript
Man, talk about a rough day for stocks today, guys. My goodness, man. The Qs went down over 1.6% as the S&P honestly didn't do that bad, only down half a percent. Really, it's the Qs, guys. And the Dow ended up going down what? A quarter percent? Same with the Russell. So, not too bad at all, really. And the VIX went up around 7% as oil crept up a little bit. So, we have to break down the overall market quickly, talk about Netflix as well. Their earnings came out and I want to break down this company with you guys as well. So, let's dive into it. Hit the like button. Make sure to subscribe. Join my Patreon if you guys want to keep up with my portfolio updates, trades, investments. And if you want to be a part of my private Discord community, all that's linked down below, pinned in the comments, or go to stasurfest.com/patreon. You guys know where it's at. So, another down day for the market. And at this point, guys, the S&P doesn't look that bad. Uh but the Qs, man, they keep on getting hit. And are you surprised? We talked about this. We talked about the channel that we've been trading in here for a couple of weeks, probably over a month at this point. And now we're starting to fall in that 690-700 range, which we talked about what? When the Qs were at 715 a couple days ago. So, at this point, I think we're getting a little oversold um in the short term, right? And you could argue, sure, maybe maybe it needs to pull back even more. But look, on the 4-hour chart, RSI is pretty oversold. We're more towards the bottom of this channel. And I think we'll get a relief rally, especially if we have another red day like today, uh which the futures right now, guys, are down. So, it kind of looks like we might have some more red before green. Um I think overall, if we get anywhere near 690 on the Qs, yeah, relief rally will will be due for it. And the S&P again doesn't look as bad. If we pull spy up and zoom in on let's say this 20-day chart, 30-minute chart. Uh, let's go to the 20-day. Look at this. If I get my handy dandy channel tool out, this is clearly maintaining this little uptrend and uh, it doesn't look bad at all chart-wise. We almost hit all-time highs literally, guys. Um, in the premarket today or was that in the overnight markets? I guess it doesn't technically I mean, does that count? I guess it counts. Uh, but yeah, we hit 756 is what I'm seeing and the all-time high is 760. So, um, the S&P is holding up not too bad at all. And again, the Russell and the Dow, they didn't they didn't have a bad day by any means. They're pretty much at all-time highs, guys. This pullback we all know is being led uh, by tech. We all know that. Nobody's questioning that. And at this point, like I said in my last video, my first video of the day, um, yeah, it was the first one. I think Wall Street, in my opinion, they're spooking out retail. A lot of these retail investors are panicking, selling. Um, and guess who's going to buy that dip when it gets bloody. You know, may- maybe maybe it gets even even worse, right? But who's going to buy the dip? It's going to be Wall Street, the big boys. So, if you're in these stocks, you're panicking, you know, these tech stocks, AI stocks, I don't think you should panic sell. That's just me though. Do what Do what you want, guys. I'm not a financial advisor, but I think in a couple weeks, maybe a month or two, um, you'll look back and be like, "Oh, thank god I held. Thank god I bought more. Whatever. Thank god I didn't panic sell, you know?" So, let's talk about Netflix. This stock is down a good chunk, man. This thing is in the low, or not low, mid to high 60s right now. The stock closed at $74 on the day, and earnings came out. Initially, it popped It popped initially, man, but it tanked. It tanked after that, guys, all the way down to $67. So, we're down percentage-wise in the aftermarket around 8 9%. Not looking pretty at this point for Netflix. And look, the the earnings weren't awful. They weren't terrible, but the guidance was a little off. They did miss, I believe, on revenue, and the the downtrend is continuing, man. And one thing with Netflix, guys, content is so freaking competitive. It's all about the content, obviously, the attention of the consumer, and there's so much competition. And at this point, a lot of people argue, and I get the argument here, Netflix is struggling a little bit with content, you know, their original content. And it's it's expensive. It costs a ton of money to produce these well-produced shows. And look, they haven't had a I guess haven't had a crazy hit show in a little bit here. And look, at this point, people look at the WBD deal. The way I'm starting to think about it is the fact that they didn't get that They didn't get that new library of content. Investors are potentially not liking that on second thought. You know, initially, it's like, oh, they're going to save all this money. They're not going to have to go through regulatory scrutiny. But now, it's like, maybe investors wanted them to get the WBD deal after all. I don't know, maybe, guys, because again, it's it's it's all about the content. Having that library under the Netflix name from WBD would be nuts, but that ship, um, I guess, has sailed. And look, at this point, man, investors are just not, um, thrilled with what's going on with the company. They're bored of it. What's the next big thing from Netflix? I don't know. Let me go through these earnings quickly here, guys. Then we'll dive deeper into another company I'm watching. So, they beat on EPS, 80 cents versus 79 cents expected on revenue, which missed, 12.56 billion uh, versus 12.59 expected. So, they missed slightly on revenue, beat EPS, and revenue grew 13% year-over-year. And earlier this year, I'm sure you guys know, Netflix raised their subscription prices across all their streaming plans, and net income came in at 300, or not 300, 3.4 billion. 300 would be nuts. Uh, that would be nuts, guys. 3.4 billion versus 3.1 uh, three. Yeah, 3.13 billion from last year. So, net income growing, revenue growing, and it looks like here the guidance is what hit them, guys. Let me show you this. Netflix expects third quarter revenue to grow 12% and called their 2026 outlook consistent with earlier forecast. That is good, but the company said they were narrowing their 2026 forecast revenue range to $51 billion to $51.4 billion, and that's from down from the earlier guidance of 50.7 to 51.7 billion dollars. So, that's a big reason why the stock's getting hit. You might look at it and be like, "Oh, that's not a reason why it should be down 8 9%." But, you know, it's it's how the cookie crumbles sometimes, guys. Uh, you know how that goes. So, that's the gist of it with Netflix. We're not We're not going to dive too deep um, into it, but they narrowed their guidance a little bit. Investors don't like that. The content story, you know, it's it's a little interesting right now to say the least. Competition's high and you know, Netflix they're not in a rut with content, but live is going very well. They're negotiating, you know, with advertisers right now for WWE, certain NFL events and so forth. But that's tough as well, you know, there's a lot of people competing with the live rights for a lot of these, you know, a lot of these sporting events and so forth. But either way, that is the breakdown. What do you guys think? Let me know in the comments. And now I want to break down Aethlon Medical, ticker AEMD on the Nasdaq. Let's dive deeper into this company, guys, as it did catch my attention. Aethlon Medical develops immunotherapeutic technologies to actually combat cancer and infectious disease. The Aethlon Hemopurifier is a first-in-class technology designed for the rapid depletion of cancer-promoting exosomes and circulating viruses. The United States FDA has designated the Hemopurifier as a breakthrough device for number one, the treatment of individuals with advanced or metastatic cancer who are either unresponsive to or intolerant of standard of care therapy, and with cancer types in which exosomes have been shown to participate in the development or severity of the disease and life-threatening viruses that are not addressed with approved therapy. So let me show you this here, guys, the Aethlon Hemopurifier, which again, is a first-in-class technology designed for the rapid depletion of cancer-promoting exosomes and circulating viruses. And the US FDA has designated it, again, like I said, as a breakthrough device. And we can see here, it's a proprietary patented technology, right? 173 treatments administered across 44 patients with a favorable safety profile, and it's been demonstrated the removal it has demonstrated the removal of a life-threatening enveloped viruses. And on top of that, guys, it's designed to clear tumor-derived EVs and their associated cargo and oncology, right? So, that's that's what we're um looking at here with the Aethlon Hemopurifier, guys. And we can see the market size. Look at this market size here. It's for we can see for PD-1 and PD-L1. We can see here down on the right, the market's projected at $74 billion in 2026, and it's going to grow projected to $142 billion by 2031 with approved across multiple tumor types. They've they've seen approvals and increasing use in early lines of therapy and combination regimens, right? And the potential Hemopurifier opportunity targets the 60-70% of patients who do not respond and novel mechanism where, in terms of the tumors, right? That it removes tumor-derived exosomes that leads to T-cell exhaustion. So, if we look here, when it comes to what happens with cancer, when it comes to the Hemopurifier, guys, upwards of 90% of all cancer-related deaths are attributed to metastasis, right? And the the spread of cancer from a primary site of origin to other organs or areas of the body, right? We you uh that for the most part. And the mechanism of how tumors metastasize or um metastasize, I can't read tonight, guys. Can't talk, either. Um to distant sites in the body has a long been one of the cancers greatest mysteries, right? And Aethlon initiated its tumor-derived exosome research at a time when the medical community believed exosomes were merely cellular debris with no biological function. Now, today, a therapeutic to address tumor-derived exosomes represents a significant unmet need in cancer care. And Aethlon has demonstrated that the affinity mechanism of the Hemopurifier can capture tumor-derived exosomes and exosomal particles underlying several forms of cancer, including breast, ovarian, and metastatic melanoma. So, at this point, guys, I'm watching this company very closely, the Hemopurifier, for emerging viral threats. We can see here they believe the Aethlon Hemopurifier is uniquely positioned as a potential early treatment option for potential pandemic threats. It could be the next biological attack or pandemic that's likely to to occur when there's an enveloped virus, and that's where the Hemopurifier could come into play. And during a biological attack or pandemic where, hey, there'll likely be delays in the time to develop effective antiviral therapies and/or vaccines. Again, that's where the Hemopurifier can come into play. So, I'm watching AEMD on the NASDAQ, guys, Aethlon Medical closely. And again, Netflix with those earnings, which again, the guidance, uh kind of disappointed Wall Street, and the stock is taking a hit as of right now. Uh but at the end of the day, man, if you believe in Netflix long-term, any company stock long-term, That's when you want to buy, when there's blood in the streets, if you will, when there is a lot of pessimism in the name, and clearly there is. And look, I'm I'm honestly not surprised Netflix fell through the lows from from February. We talked about it, you know, we actually started falling through a couple weeks ago, then we tried to get back through, but it was destined to fall more, it seems like. And and you know, not not even with the benefit of hindsight, you know, I'm not too surprised here, which is why I held off on buying more since I traded it back a couple months ago with options and shares. I've been out since, and look, even now I'm still kind of hesitant. It's like, the more I think about it, it's like, do I even want to own this stock? Really? I mean, again, the content space is so it's just so tough. I mean, Netflix is going to be fine, don't get me wrong. It's it's a great stock. I wouldn't mind holding it long-term, but with with the pullback right now, I think I I'd much rather put some money elsewhere. So, subscribe, make sure to hit the like button, guys. Let me know your thoughts in the comments. I'm curious where your head's at, and join my Patreon if you want to keep up with my portfolio updates, trades, investments, private Discord. All that's linked down below, pinned in the comments, or go to stasherfast.com/patreon. I'll see you guys in there, and with that being said, have a great great rest of your day.
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