Netflix is a buyback engine now. At least that is what the brochure says. Ackman is loading up psus with the stock down sixteen percent this year. Maybe he thinks he is smarter than the market this time around. I have seen guys like this get buried before. And my shoes are killing me today. If they fail to scale the ad tier without killing their main revenue stream they are toast. Institutional money is going to watch this like a hawk but smart money is already looking for the exits. The whole system is just a casino for people with too much capital.
@stockwatchdaily
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1August 18, 2026 5.2K