Calls
2
Alicia Reese
SVP of Equity Research, Wedbush
Win Rate
50.0%
return
+0.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 16
$68.20
+1.3%
Netflix is losing the daily attention war to free platforms like TikTok and YouTube; its ad sales execution is poor (Hulu will generate more ad revenue on a fraction of the subscriber base). Excluding a one-time termination fee, revenue grew only 6% in H1 2026, and net income is plateauing, making the stock unattractive.
Streaming
Long
Jun 18
$239.50
-0.4%
Grand Theft Auto VI preorders are a major catalyst for Take-Two Interactive, with launch probability over 90%. The stock will run up into and through launch. Any post-launch pullback is a buying opportunity because over 80% of revenue is recurring, making this a stronger, longer cycle than prior GTA cycles.
Gaming & Entertainment
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Alicia Reese has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: NFLX, TTWO.
