Put your nieces virginity on Netflix

u/zambro1 · Reddit — r/wallstreetbets · January 20, 2026 at 23:56 · ⬆ 5 pts · 💬 32 comments  | View on Reddit ↗
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Original Reddit post

Author is heavily long NFLX, arguing the pending WBS acquisition gives Netflix a content monopoly and that the stock is a steal after a 30%+ three-month decline.

NFLX — LONG The author argues NFLX is an absolute steal after falling over 30% in three months despite beating expectations, and that the pending WBS deal will give Netflix a monopoly on the movie industry from production through streaming. The stated catalyst is the WBS acquisition closing, which the author believes is nearly certain and would drive NFLX up 50% this year and toward 200 within three years. The author notes NFLX is volatile short term and could fall as low as 75.

NFLX is currently down 30+% over the last 3 months, and is currently looking to be down another 5% after the long weekend.

Score 5
Comments 32
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u/zambro1 Reddit r/wallstreetbets
NFLX long on WBS deal monopoly
The author argues NFLX is an absolute steal after falling over 30% in three months despite beating expectations, and that the pending WBS deal will give Netflix a monopoly on the movie industry from production through streaming. The stated catalyst is the WBS acquisition closing, which the author believes is nearly certain and would drive NFLX up 50% this year and toward 200 within three years. The author notes NFLX is volatile short term and could fall as low as 75.
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This Reddit post, published January 20, 2026, features u/zambro1 discussing NFLX. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/zambro1  · Tickers: NFLX