Bloomberg Analyst 5.8 2 ideas

Netflix is fine after walking away from the Warner Bros. Discovery deal, with strong fundamentals, diversified content, and a growing advertising business that will contribute significantly to revenue over time.

Airbus is seeing record demand but is forced to soften delivery outlooks due to a "lack of reliable engine supply." The demand side is bullish (record backlog), but the supply side is broken. Until the engine supply chain (Safran/Rolls-Royce/GE) stabilizes, Airbus cannot convert its order book into revenue efficiently. WATCH. Wait for supply chain normalization before entering aggressive longs. Airlines cancelling orders due to delays; Boeing resolving its own issues faster.