Track Record / NFLX
NFLX
Called Jul 2, 2026
at $75.64
at $75.64
▲ Bullish
+25.6% over 3 months
Reference price
$75.64
Horizon
3 months
Confidence
25% (derived)
Scores on
Oct 2, 2026
Pending
This call is open and on the clock
Scores on Oct 2, 2026
A public commitment, made Jul 2, 2026 with NFLX at $75.64.
It will be scored automatically on its horizon date against the trailing 3-day average price — whether it's right or wrong.
Nothing here is hindsight: the call, the entry price, and the deadline were all fixed at the time it was made.
The Call
Large-cap streaming leader trading near 52-week lows; M&A noise cleared, but insider selling pressure and valuation vs. growth warrant scrutiny.
Base-case reasoning
Bull scenario requires earnings beat + subscriber growth reacceleration. Bear scenario sees macro drawdown pushing toward 52wk low.
Bull & Bear
▲ Bull
Earnings beat + ad-tier subscriber acceleration + macro tailwinds could re-rate NFLX to ~28x forward earnings on higher estimates.
▼ Bear
Risk-off macro selloff, beta 1.52 amplifies decline; subscriber growth miss triggers re-rating below 52wk low.
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