> Same for Netflix. I followed as NFLX dropped, and it was definitely a media narrative before the drop was over. We don't know where things will shake out, of

> Same for Netflix. I followed as NFLX dropped, and it was definitely a media narrative before the drop was over. We don't know where things will shake out, of course, but it's not the case that everything is priced in by the time the media starts talking about it.