NFLX270115C110000.US

Boeing after suffering from the 737 Max 2 fatal crashed (2018 and 2019) and door plug issue which caused a blown door in mid air (2024) is slowly climbing back from his deepest crisis in quality control. The latest earnings Q2 2026 show an encouraging performance with rising revenue US$24.6 billion but profit missed expectations due to the cost overruns amounting to US$280 million of the yet to be delivered Air Force 1 for POTUS. Boeing won the contract for building 2 Air Force 1 with price tag of US$3.9 billion (2018) but it seems that they miscalculated the cost and has to bear every dollar of cost exceeding the contract price. I wonder how Boeing did their cost evaluation (again another quality issue) that not just did not earn them any profit but causing losses that affected quarter earnings!$Boeing(BA.US)$NVIDIA(NVDA.US)$Netflix(NFLX.US)

Kospi index has risen more than double since early 2025 (2399 at start of 2025 and 6023 as of 28 Jul), this is unprecended and an correction is expected.The rise of the index is caused retail investor leveraging on borrowed money which is not healthy. Kospi is very much consists of Skhynix and Samsung which were rocketed with their HBM product. Skhynix hold around 58% and Samsung 40% of market shares. To how low that the Kospi can go is anybody guess now. Currently, Skhynix ADR is cheaper than the IPO price of US$149, it might even get cheaper.$SK Hynix(SKHY.US)$NVIDIA(NVDA.US)$Netflix(NFLX.US)

$Netflix(NFLX.US)Not the result I wanted today, but every investment journey has its ups and downs. 📉 Currently holding Netflix (NFLX) at -16.52%, with an average cost of 83.963 versus the current market price of 70.090. While the short-term performance is disappointing, my conviction hasn’t changed. Market volatility is part of investing, and I’m staying patient rather than reacting emotionally. I’ll continue monitoring Netflix’s fundamentals and long-term growth potential. Sometimes the biggest returns come from holding through the toughest periods. 💪📺

Intel beat earnings at US$16.13 billion, a 25% increase from last year. However the share which was up 15% in post market after the earnings announcement was down 8% during market trading last Fri. CNBC's Jim Cramer vouched for this stock before the stock fell. The reason for the drop was the massive GAAP loss in the tuned of US$11 billion, the other reason was the current price is already up by 150% this year alone and at this price, investor has priced a lot of good news and once some bad news came, it just poked the bubble.$Intel(INTC.US)

$Netflix(NFLX.US)Added to my Netflix (NFLX) position because I continue to have strong conviction in its long-term growth. Despite trading near all-time highs, Netflix keeps delivering through steady subscriber growth, improving profitability, strong free cash flow, and successful monetization of its ad-supported tier. The company also benefits from a global content library, exclusive originals, and expanding live sports and entertainment events that help strengthen user engagement. While valuation is not cheap, I believe its execution, pricing power, and ability to generate sustainable earnings justify holding the stock for the long run. I remain confident in Netflix’s ability to create shareholder value and will continue monitoring future earnings closely.

I’m looking forward to the earnings of the three big local banks. The stock price is likely to benefit from the growth in net new money and wealth management income given the continuing uncertainties in the Middle East and the rotation of funds from chip stocks.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Netflix(NFLX.US) Netflix Launches Senior Notes Offering to Refinance 2026 Debt - Sec Filing

china throwing 50b yuan at the market is a floor, not a fix. nice for a bounce but i'm not chasing HK green candles on state buying alone. watching if it holds past this week

I would be lying if I say I'm not worried about Netflix's stock performance over the past year. However, EPS is still growing strongly. People like to conveniently say that growth is slowing because they included the breakup fee from the WBD deal, but if we exclude that one time payment, Netflix's growth is still intact, with room to grow for the advertisement portion as well.

possible rotation of US to China tech stocks? are we seeing a switch from western high capex to China's lower dollar per token AI ecosystem? China tech companies are riding the wave to boost the HK IPO market, the strongest in 5 years.

Netflix share price went up above 1000 dollars, now coming down. It let me remember that the StarHub with Cable TV 25 years ago was close to $4. now $1.02. are both the same fate and their business are sunsetting?

$Netflix(NFLX.US) has a lot of work to do. They have so much competition from Youtube, Disney, Paramount, Peacock, what not.

$Netflix(NFLX.US)Holding NFLX at an average cost of 83.963, currently down 17.87%. It definitely isn’t the performance I was hoping for, but this is part of investing. I’m taking this opportunity to reassess the business, monitor subscriber growth, advertising revenue, and future content pipeline instead of reacting emotionally. For now, I’m staying patient and sticking to my investment plan. Sometimes the best returns come from enduring uncomfortable periods. Anyone else still holding Netflix, or are you buying this dip?

Netflix woos deepen. After the stock slide on the propose intention to buy Paramount, at the time it was the worry that the huge purchase bill amounting to US$83 billion will weigh down on its gearing, stock down by ~18%, then it was co-founder Reed Hastings who exited Netflix, another ~10% down. And now a slightly above expectation Q2 2026 earning but with a bleak forecast, another ~7% down. The only good news were when the stock split of 10-1 on 30 Oct, 2025, stock rose by ~2% and the termination of Paramount purchase, stock rose ~14% on 26 Feb, 2026. It has dropped more than 40% from US$134 on June 2025 to the current US$68. Do you still believe in Netflix?

$Netflix(NFLX.US) The long-form video industry is getting increasingly difficult.

Back when Netflix was booming, around 2016,

they leveraged AI for their smart recommendation system and rolled out a bunch of features.

Now, the long-form video market is saturated, and short-form videos are dominating.

I haven't paid attention to it for years.

What's done is done 🤔

STI's winning streak is over (for now) as our local market reacts to overall broad selling of chips and other overvalued momentum stocks. Bank stocks are still on the high side following the run up over the past weeks. Meanwhile, Netflix's earnings call showed us that having solid result is never enough, Wall Street wants exceptional guidance.