What Joseph Carlson After Hours said in this video:
- NFLXbullishlong-termNetflix's fundamentals are strong with record buybacks and steady ~20% EPS growth ex-WBD payout; the market's sole focus on revenue deceleration is temporary.Source
- Consumerneutralmid-termYouTube viewership growth does not come at Netflix's expense; the two serve different purposes and Netflix churn actually declined while revenue grew.Source
- NFLXbullishlong-termDownside is limited at an 18x forward PE and 4% FCF yield with pessimism priced in; if Netflix improves content, the stock could soar.Source
- SPCXbullishmid-termSpaceX's connectivity business is highly profitable with subscribers up to 13.6 million and ARPU rising; AI compute is the second growth engine, and revenue should hit $40–50 billion quickly.Source
- ISRGbullishmid-termIntuitive Surgical posted a great quarter with real growth and operating leverage; the host thinks the stock's decline is unwarranted and price cuts to gain share are not a red flag.Source