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NFLX
USCommunication Services · Movies & Entertainment
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
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Structural: scaled streaming leader at ~301M paid subs, operating margin re-rated 21% → 28-30% post-2024 on paid-sharing + ads. FCF inflected: ~$7B 2024 → guide ~$8B 2025. Content amortization ~$16B/yr is the floor cost; incremental sub + ad ARPU drops to margin.
It reads our $NFLX data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.