It’s Saturday Space X has fallen off a cliff. XXI dumped Jack, MSTR dilutes but still north of $91 and markets are spooked about Iran
Any other discussion points drop them!
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It’s Saturday Space X has fallen off a cliff. XXI dumped Jack, MSTR dilutes but still north of $91 and markets are spooked about Iran
Any other discussion points drop them!
SPCX
CIFR
IREN
all in the SN portfolio
I think Netflix has bottomed.
Yeah Jeremy was looking at this price point for a Netflix entry
Cramer agrees it is cheap. Maybe hasn't bottomed yet. Haha
kiss of death
reverse Cramer
According to the fair price formula, Netflix has an upside potential of 15.6%, which means that it is currently undervalued by the market.
Maybe. What makes NFLX interesting here is that a bottom thesis can be tied to actual business strength, not just hope.
If this level holds and it stops making lower lows, I’d rather look at NFLX than a lot of the story names getting tossed around right now. For me the key is whether this is real absorption or just the first bounce in a larger unwind.
https://247wallst.com/investing/2026/07/25/down-50-from-2026-highs-should-you-buy-sofi-before-july-29-earnings/
Feels like a tape where narrative names get punished first and anything with real cash flow support holds up better than people expect.
The bigger signal to me isn’t just the drop itself, it’s which names can stop making lower lows once the panic fades. In this kind of market I’d rather track relative strength than chase “cheap” on the first flush.
GOOGL dumped on capex, which I felt was dumb.
I think the besties nailed it with a consensus take and articulated why the dump was dumb: https://www.youtube.com/watch?v=wcV0SRPFK9s&t=4026s