Meet Kevin 对 $NFLX 的判断变化

频道资料 →本频道有 3 位标注的说话人：Adam Jonas、Goldman Sachs、Wells Fargo共 5 条

2026-09-04看涨

《This Chart Signals the END of the AI Stock Bubble.》

我持有 Meta、Apple 和 Netflix 的头寸，因为我认为广告目前是沉睡的巨人。我认为我们现在可以以低价买入，而软件已经开始起飞。

I have exposure to Meta, Apple, and Netflix because I believe advertising is the sleeping giant at the moment. I think we can get in on cheap prices now while the software is already starting to take off.

看原视频25:37

2026-09-04看涨

《Jobs BLOWOUT, Nvidia, AI Stocks, Tesla Hangover, Anthropic, OpenAI - 🚨 COUPON EXPIRATION DAY ⚠️》

NFLX值得买入，因其广告潜力相对于当前软件增长被低估。

但我接触了 Meta 应用和 Netflix，因为我认为广告是当前的沉睡巨人。我认为你可以在软件已经起飞的时候以低价买入这些股票。

But got exposure to uh Meta app and uh Netflix because I think advertising is the sleeping giant right now. I think you can get into these cheap right now while you know the software is already taking off.

看原视频3:57:52

2026-08-28看涨

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2026-08-25看涨

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2026-08-24看涨

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