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🎬 Netflix Deep Dive: Stranger Things for Shares

Strong growth… but Q1 guidance and the WBD deal are the overhang

Edward Corona's avatar
Edward Corona
Jan 25, 2026
∙ Paid

Hello traders and investors

Netflix ($NFLX) just put up the kind of quarter that screams “mature monster business”… and the stock still got treated like it did something wrong.

Why? Because Wall Street doesn’t just trade results, it trades what’s next. And right now, “what’s next” has two big speed bumps:

  1. Soft near-term guidance (Q1)

  2. A massive, headline-heavy Warner Bros. Discovery ($WBD) acquisition

Let’s break it down in plain English.

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