Search: NFLX - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 18	NFLX	$77.99 $77.99 -0.0%	N/A	Finnhub News	—	Finnhub - NFLX Down Nearly 40% From Its All-Time High, Is Ne...
Feb 18	NFLX	$77.99 $77.99 -0.0%	N/A	Finnhub News	—	Finnhub - NFLX Back on the Radar: Prior Picks Offer Fresh Op...
Feb 18	NFLX	$77.99 $77.99 -0.0%	LONG	Michael Batnick Managing Partner, Ritholtz Wealth Management	Michael mentioned he "finally pulled the trigger" on Netflix during a drawdown. Despite the competitive landscape, Netflix has won the streaming wars. The thesis parallels the "prediction market" consolidation where too much competition eventually favors the dominant incumbent. Long the winner of the streaming sector. Consumer spending slowdown or saturation in subscriber growth.	The Compound News Is AI a Mistake? \| Animal Spirits 452
Feb 18	NFLX	$77.99 $77.99 -0.0%	N/A	Finnhub News	—	Finnhub - NFLX Warner Bros. Investors Want a Netflix, Paramo...
Feb 18	NFLX	$77.99 $77.99 -0.0%	N/A	Finnhub News	—	Finnhub - NFLX Paramount Gets a Plus: Heard on the Street Tu...
Feb 18	NFLX	$77.99 $77.99 -0.0%	N/A	Finnhub News	—	Finnhub - NFLX The most interesting buyer for Discovery Glob...
Feb 18	NFLX	$77.99 $77.99 -0.0%	N/A	Finnhub News	—	Finnhub - NFLX Gary Black Says Netflix Will Emerge As 'Victo...
Feb 18	NFLX	$77.99 $77.99 -0.0%	N/A	Finnhub News	—	Finnhub - NFLX Netflix: Global Category Killer With Accelera...
Feb 18	NFLX	$77.99 $77.99 -0.0%	N/A	Finnhub News	—	Finnhub - NFLX Warner Bros. Discovery Gives Paramount (Yet) ...
Feb 18	NFLX	$77.99 $77.99 -0.0%	N/A	Finnhub News	—	Finnhub - NFLX Looking At The Evolving Narrative For Netflix...
Feb 18	NFLX	$77.99 $77.99 -0.0%	N/A	Finnhub News	—	Finnhub - NFLX Netflix Warner Bros Bid Faces Paramount Chall...
Feb 17	NFLX	$77.00 $77.99 +1.3%	WATCH	Chris Palmeri Team Leader, Media & Entertainment, Bloomberg	Warner Bros. Discovery is "officially reopening sale talks" with Paramount after a sweetened offer. Netflix has also given WBD "seven days to discuss" a counter-bid involving assets. The media sector is entering a chaotic consolidation phase. While M&A usually boosts the target (PARA), the complexity of the deal structures (debt loads, asset spin-offs) makes the outcome binary and volatile. Watch for the winner of the Paramount assets; arbitrage opportunities may arise. Regulatory blocking of mergers; deal talks falling apart.	Bloomberg Markets Stocks Gain as Tech Holds Up; Bonds Steady \| ...
Feb 17	NFLX	$77.00 $77.99 +1.3%	LONG	Ted Sarandos Co-CEO, Netflix	"We have been incredibly disciplined buyers in our normal course of business... remaining very disciplined in the process of doing that. So this shouldn't be different than that." The market punished NFLX (down 25%) fearing a "winner's curse" where they overpay for WBD. Sarandos is explicitly signaling they will not overpay ("disciplined"). If they win at a fair price, they get the assets; if they walk away, the "overpayment risk" is removed, and the stock should recover. LONG (Oversold Bounce / Management Discipline). Losing the deal could be perceived as a strategic failure; winning the deal might still involve short-term integration pain.	CNBC Netflix co-CEO: Paramount has been 'flooding ...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Tech, Media & Telecom Roundup: Market Talk
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Heard on the Street Recap: Paramount Gets a P...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Paramount stock jumps on WBD talks, Snapchat'...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX PARAMOUNT COMMENTS ON WARNER BROS. DISCOVERY ...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Netflix (NFLX) Valuation Check After Recent S...
Feb 17	NFLX	$77.00 $77.99 +1.3%	WATCH	Ed Ludlow Co-Host, Bloomberg Technology	Warner Bros. Discovery (WBD) has reopened negotiations with Paramount (PARA). Netflix (NFLX) granted a 7-day waiver for these talks. A banker signaled PARA would accept a minimum of $31/share. This signals a bidding war. PARA is the clear target with a floor price established. WBD risks over-leveraging to win the deal (negative for WBD equity/credit). NFLX is in the mix but has a disciplined balance sheet; if they walk, they might collect a breakup fee, but if they bid, they face regulatory scrutiny. Long PARA (Target), Avoid WBD (Acquirer Risk/Leverage concerns). Regulatory antitrust blocks (DOJ/FTC) could kill any deal; WBD might walk away if price gets too high.	Bloomberg Markets Open Interest 2/17/2026
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Palantir is off to Miami, while oil prices fa...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Netflix Co-CEO Ted Sarandos Says We Know Our ...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Netflix Co-CEO Ted Sarandos On Warner Bros De...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX The Netflix-Paramount-Warner Bros. Three-Way ...
Feb 17	NFLX	$77.00 $77.99 +1.3%	AVOID	David Faber Anchor, Squawk on the Street / Media Analyst	"It looked like Netflix was in a pretty good position... [but] stock is down 25%." Faber also notes, "I do wonder how disciplined Netflix will be if they're given the right to match." Netflix is facing a double negative: 1) Potential dilution or overpayment to win the WBD asset, and 2) Structural fears regarding AI video competition (ByteDance app mentioned) eroding their moat. The momentum is negative. AVOID until the M&A dust settles. Netflix secures WBD at a bargain price, revitalizing growth narrative.	CNBC Squawk Pod: The Legacy of Reverend Jesse Jack...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Warner Bros. Discovery Shares Rise as Paramou...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Netflix co-CEO Ted Sarandos: 'AI slop' will c...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Netflix co-CEO Ted Sarandos: Government has n...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Netflix co-CEO: Paramount has been 'flooding ...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Apple Expands Into Video Podcasts to Challeng...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Warner Bros. and Paramount Restart Merger Tal...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Netflix Allows 7-Day Window For Warner Bros. ...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Warner Bros. Discovery to hear best-and-final...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Tiger Global Management Increases Stake In Ne...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Warner Bros reopens Paramount talks, Tripadvi...
Feb 17	NFLX	$77.00 $77.99 +1.3%	AVOID	News Anchors Financial Reporters	"The president himself had expressed skepticism on Netflix and specifically zeroing in on CNN." Even if Netflix has the capital to bid, the political cost and regulatory friction of acquiring a major news asset (CNN) creates a "poison pill" effect. The deal is unlikely to pass antitrust hurdles without massive concessions, making the bid a distraction. Regulatory headwinds make the acquisition path unlikely to succeed, limiting the upside of this specific catalyst. Netflix could win the bid by making significant divestitures (e.g., selling CNN immediately).	Bloomberg Markets Warner Bros. Reopens Talks With Rival Paramou...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Paramount struggling to convert successful li...
Feb 17	NFLX	$77.00 $77.99 +1.3%	WATCH	David Faber Anchor, Squawk on the Street / Media Analyst	"Your odds have to go down on Netflix winning... Look at that stock price... It has been brutal... now 25% [down]." The market has aggressively sold off Netflix on the news of this potential merger, viewing it as value-destructive or a distraction. If Paramount wins the bid for WBD, Netflix shares might experience a "relief rally" as the unpopular deal is taken off the table. However, Faber questions if Netflix will remain "disciplined" or chase the price up. WATCH. Await the end of the 7-day waiver to see if Netflix walks away (bullish for stock) or engages in a bidding war (bearish). Netflix management ego/lack of discipline leading to overpayment; general tech sell-off mentioned (AI/Bytedance concerns).	CNBC Netflix grants Warner Bros. Discovery 7-day w...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Warner Bros gives Paramount a week to submit ...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Warner Bros restarts talks with Paramount Sky...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Netflix, Inc. (NFLX) Is a Trending Stock: Fac...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Warner Bros. Discovery restarts takeover talk...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Warner, Paramount Stocks Rally on News That D...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Netflix Gives Paramount One Last Chance In Wa...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX WBD Lets Paramount Add $1 and Then Takes It O...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Warner Bros reopens takeover talks with Param...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Warner Bros. to reopen takeover talks with Pa...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Warner Bros. Says Paramount Is Open to Raisin...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Warner Reopens Talks With Paramount After Swe...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX WBD Files Definitive Proxy Statement and Sche...
Feb 17	NFLX	$77.00 $77.99 +1.3%	N/A	Finnhub News	—	Finnhub - NFLX Warner Bros. Discovery backs Netflix merger w...

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