Alicia Reese

SVP of Equity Research, Wedbush
· tracked since Jun 2026
Calls
2
Win Rate
50.0%
return
+5.7%
Calls 2 3 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 2
Best Calls
NFLX Long +20.9%
Worst Calls
TTWO Long -9.4%
Most Mentioned
NFLX ×2
TTWO ×1
Recent Calls
NFLX Long 1 month ago
TTWO Long 2 months ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 50%
30d 50%
90d —
Average Return +5.7% Long Return +5.7% Short Return -
Average Return
7d +0.3%
30d +5.6%
90d —
Loading charts...
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
NFLX Netflix, Inc. Netflix, Inc.
Long
Jul 16
$68.20
+20.9%
Ad growth offsets engagement plateau.
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
YOUTUBE
TTWO Take-Two... Take-Two Interactiv...
Long
Jun 18
$239.50
-9.4%
GTA VI launch supercharges Take-Two stock
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
YOUTUBE
Showing 2 of 2 calls · sorted by mentions

Alicia Reese has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: NFLX, TTWO.