T-REX 2X Long NFLX Daily Target ETF

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  • G
    GUALDSO97

    Yes lets go

    Ggedebe

    $Sea(SE.US)

    Sea Limited earnings does not meet market expectations for Q3 2026. But what is more worrying is its CEO Forrest Li intention to offer cloud services, he might have taken Amazon and Alibaba which started as an ecommerce platform and then expanded to Cloud services as inspiration. Being a new entrant into a now crowded cloud service providers will bleed more cash from the company for the initial setup and profiting from it will need another masterful execution.$NVIDIA(NVDA.US)$Intel(INTC.US)$Netflix(NFLX.US)

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  • G
    gedebe

    $Sea(SE.US)

    Sea Limited earnings does not meet market expectations for Q3 2026. But what is more worrying is its CEO Forrest Li intention to offer cloud services, he might have taken Amazon and Alibaba which started as an ecommerce platform and then expanded to Cloud services as inspiration. Being a new entrant into a now crowded cloud service providers will bleed more cash from the company for the initial setup and profiting from it will need another masterful execution.$NVIDIA(NVDA.US)$Intel(INTC.US)$Netflix(NFLX.US)

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  • G
    gedebe

    $AMD(AMD.US)

    AMD results were above market expectation with US$13.3 billion revenue that even beat Intel revenue at US$15 billion for the 1st time ever. AMD will overtake Intel for good if Intel still lags in its foundry business.

    ps: this post is the same as the post in the 3 last days ago which i did not add to my holdings.$NVIDIA(NVDA.US)$Intel(INTC.US)$Netflix(NFLX.US)

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  • G
    gedebe

    $NVIDIA(NVDA.US)$Intel(INTC.US)$Netflix(NFLX.US)$Qualcomm(QCOM.US)

    Qualcomm revenue at US$10.32 billion beat market expectations yet it shares fell 10% due to a weaker forecast for the next quarter earnings. This scenario also happen to ARM after its earnings release, though both stocks recover some ground on Friday.

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  • G
    gedebe

    $Arm(ARM.US)

    It is a bad time for technology stocks or it is just a bad earnings? ARM which reported 27% YOY increase of revenue is tumbling at 10+% today alone. While the earning does have some weaknesses like royalty revenue growth at 8% for mobile chip is not as expected by market, generally ARM is doing fine but the current technology stock rout is affecting ARM shares performance.$NVIDIA(NVDA.US)$Intel(INTC.US)$Netflix(NFLX.US)

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  • G
    gedebe

    $Palantir Tech(PLTR.US)

    $NVIDIA(NVDA.US)$Intel(INTC.US)$Netflix(NFLX.US)Palantir, another AI stock victim which stock price fell after forecasting it contract win is only 15% for next quarters instead of 20% its enjoy in this current quarter. Market is so used to see explosive growth in this stock that anything less than that will be punished.

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  • G
    gedebe

    $Apple(AAPL.US) Apple revenue up 12% YOY but market is expecting more on Ipad sales forecast for next quarter. The current earnings are yet to factor in its new Iphone Duo which has some problems. For a company that has not been investing heavily in AI and thus has been shielded by AI investment volatility, it should do better!$NVIDIA(NVDA.US)$Intel(INTC.US)$Netflix(NFLX.US)

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  • N
    NewUser_CkrdqW
    Featured

    $Netflix(NFLX.US)

    Context: In a podcast interview with Nicolai Tangen, CEO of Norges Bank Investment Management, Ackman defined his criteria for an ideal stock. “A great company is a business you could buy today. The markets could shut for 20 years, and you know with an enormous degree of certainty that you’ll own something that’s enormously valuable 10 or 20 years from now,” Ackman said. He added that Pershing Square prefers “businesses that look like royalty collecting companies like annuities.” Ackman also expressed conviction in Netflix during his CNBC appearance, referring to the company as a “high growth utility.” He told CNBC that investors can “buy the stock today at one of the lowest valuations in history,” noting it was trading around 18 times earnings. Ackman stated that he expects Pershing Square’s internal rate of return on the stock to be “well north of, you know, well into the 20s,” projecting that earnings growth is going to be in the “mid to high teens for the foreseeable future.”

    My Trade: Easy to lose confidence in a stock that has been falling ever since I opened position. However, I do believe, like Ackman, that the stock is seriously undervalued, albeit needing stronger earnings to prove the worth to wait.

    Takeaway: With how volatile the stock market can be as majority chase after the high risk high reward tech stocks, Netflix is one of the undervalued and slightly defensive "streaming consumer" stock to hold. I'll continue to be patient to ride it out. @Captain's Treasure

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