I'd love to hear your case for NFLX heading bearish. Because from where I'm standing, every single person I know has Netflix with zero intention, not an inkling, of getting rid of it. Domestic subscribers still somehow growing more than they anticipated, international growth is exploding, they're in what, 130 countries now? Can't stop this train. Getting major hollywood players on board for premieres and fresh releases like Scorsese. Tons of nominations and a few wins already at awards shows over last 2 years. Dumping production money into huge projects. They're going to suffocate HBO, Showtime, and have already started chewing through cable subscribers.
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