---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000915376.md"
description: "$Netflix(NFLX.US)$NVIDIA(NVDA.US)$Intel(INTC.US)Context: Netflix is falling because Youtube is eating it's lunch.   Since walking away from the merger with Warner Bros. Discovery 7 months ago, the share rose 10.4% but it has been on the downtrend ever since.  Youtube is proving more popular as it's viewership was growing 14.2% in this July versus Netflix which shrunk by 7.8%.  This has resulted in major Investment house like HSBC, and Well Fargo downgrading this stock.My trade: sellTakeaway: Netflix has endured 2 major falls, in 2011 72% drop and in 2008 37% drop and each time it came back stronger. Coming back this time around looks harder as it need to fight with Youtube which is offering mostly free content.   Can Netflix fight back, let's continue watching Netflix!"
datetime: "2026-09-27T11:43:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000915376.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000915376.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000915376.md)
author: "[gedebe](https://longbridge.com/en/profiles/17009207.md)"
generator: "portal-rs"
---

# $Netflix(NFLX.US)$NVIDIA(NVDA.US)$Intel(INTC.US)Co…


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## Comments (1)

- **JeremyT · 2026-09-28T02:57:58.000Z**: watch time and revenue do not map one to one, that platform monetises at a far lower rate per hour, so share of viewing overstates the revenue threat.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**