6/22/26 - $nflx - Smol buyNetflix, Inc.NASDAQ:NFLXVROCKSTAR6/22/26 :: VROCKSTAR :: NFLX Smol buy - first, let me get something out of the way - the consumer is a COOKED GOOSE - but nflx and chill is a lot cheaper than... everything else - this is a cash flow machine - so at 10Y rates equivalent (mid 4s FCF yield SBC adj.) and growing HSD min, low DD... it will compound. - would LOVE this in the $60s, but i'm already fishing with some 80 delta calls for 2.5Y from now and feeling comfy - market is providing some gifts, but i'm only slowly deploying cash - test driving. ez does it. V