---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38077904.md"
description: "Many people asked me about $Netflix(NFLX.US) recently1. I replied that I don't understand it, sticking to the principle of not touching what I don't understand2. Recently it dropped due to an acquisition issue and future outlook in the earnings report3. Before the earnings report, I checked and really didn't see any point that would make me take action4. Apart from the recent significant drop in stock price, is it cheap? But the P/E ratio is still 34 now5. The point I want to see is their efficiency improvement and cost reduction in content production by combining with AI, or so-called highlights6. A few years ago, the membership subscription model surged, last year they introduced ad-supported cheap memberships which caused another surgeLet's keep watching first 🤔"
datetime: "2026-01-25T02:32:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38077904.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38077904.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38077904.md)
author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38077904.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38077904.md)


# Many people asked me about $Netflix(NFLX.US) recen…


### Related Stocks

- [Netflix, Inc. (NFLX.US)](https://longbridge.com/en/quote/NFLX.US.md)

## Comments (39)

- **每天思考一点 · 2026-01-26T06:04:44.000Z**: Still need Value Brother, we all buy first, get tied up and then study haha
- **娃wa。 · 2026-01-26T01:27:52.000Z**: Lost a lot of money😓
- **安东尼吹吹风 · 2026-01-25T17:26:26.000Z**: Opened a Netflix membership just to watch Alex climb 101 Tower barehanded
- **在下  男魔 · 2026-01-25T13:19:26.000Z**: At 84, I bought the January 90-dollar call option, hoping to have bottom-fished.
- **战胜华尔街 · 2026-01-25T08:44:51.000Z**: Brother Value, can we get into Oracle now?
- **柏莱塔92 · 2026-01-25T08:28:38.000Z · 👍 1**: I feel that the geopolitical environment has been getting worse over the past two years
- **护花使者爱理财 · 2026-01-25T08:10:27.000Z**: To be precise, his business model is not highly certain.
- **I N money B Porsche · 2026-01-25T07:39:05.000Z · 👍 1**: Enlightening! Thank you, Value Brother, I've learned a lot🙏
- **步履不停的梭哈 · 2026-01-25T05:35:50.000Z · 👍 1**: Brother Value, can you share your thoughts on Meta?
  - **dudu2024** (2026-01-25T10:25:43.000Z): As mentioned before: don't understand
- **康康先森 · 2026-01-25T05:10:10.000Z**: Don't buy what you don't understand, no matter how cheap it is
- **Lucky2026 · 2026-01-25T04:04:13.000Z**: Good morning, Value Brother☀️☕️
  - **EchoLi** (2026-01-25T04:42:16.000Z): ,
- **赚不尽亏得完 · 2026-01-25T03:47:14.000Z**: Bro, happy weekend😎😎
- **故柠 · 2026-01-25T03:00:06.000Z**: Idol🤩
- **摆烂的交易员 · 2026-01-25T02:59:58.000Z · 👍 1**: Still too expensive, only consider if it's around 70
- **赶英超美 · 2026-01-25T02:53:41.000Z**: At what point can we exit Apple's options?
- **苟住能赢 · 2026-01-25T02:49:09.000Z**: Bro, are you planning to buy Berkshire's options? At the lower end of the band, the technicals show a rebound trend, and just like with Coke before, the drop is inexplicable.
- **风风 · 2026-01-25T02:43:55.000Z · 👍 1**: Have a nice weekend, bro
- **酒不空 · 2026-01-25T02:40:30.000Z**: Save your time, not taking action for now
- **皓1877 · 2026-01-25T02:37:03.000Z**: Good morning, Brother Value. May I ask your opinion on Berkshire's recent performance?
  - **价值&投资** (2026-01-25T02:44:15.000Z): If you worry about these things every day, you just don't get it🤔
  - **皓1877** (2026-01-25T02:49:02.000Z): I really don't understand. The money earned by luck was lost by skill😂Still need to follow Value Brother's example, read more and learn more.
  - **老陆笔记** (2026-01-25T02:52:08.000Z): Buy small dips, buy big drops
- **Jason4HK · 2026-01-25T02:36:21.000Z · 👍 1**: As cautious and steady as always👍