Could Netflix Be a Buy After a 40% Stock Drop?
After a ~40% year-over-year decline, Netflix offers roughly 10–15% annualized return potential from current prices.
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
yucky — well below luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredAlphabet (Google) 4 →SoFi 3 →CoreWeave 3 →
After a ~40% year-over-year decline, Netflix offers roughly 10–15% annualized return potential from current prices.
SoFi is unloved and punished more by sentiment than by fundamentals
Reddit (RDDT) is undervalued relative to its growth potential and is a strong long-term buy right now.
Google (GOOGL) is undervalued relative to its growth potential and is a strong long-term buy right now.
Bullish on Amphenol as a supplier of connectors data centers depend on.
Bullish on Micron on memory and HBM demand exposure tied to Nvidia's results.
Constellation Energy is set to double as hyperscalers scramble for reliable power
GE Vernova is set to double on turbine/grid demand from AI data centers
Bloom Energy is set to double from the AI data center power boom
Analysts project FedEx delivering roughly 5-10% to 10-15% annualized returns over the next 5 years, implying share price appreciation.
Ecolab is overpriced as a defensive name and is a stock to sell; doubts about the CoolIT acquisition.
Nebius is a stock to sell due to debt doom loop risks in its AI neocloud business.
PayPal is a stock to sell — exit opportunity amid leadership concerns.
Take-Two is a stock to sell; GTA hype has the market overvaluing its future.
Robinhood named a high-growth pick for 2026 on its advisors marketplace play.
e.l.f. Beauty named a high-growth pick for 2026.
TKO named a high-growth pick for 2026 on live entertainment and media rights leverage.
Rubrik named a high-growth pick for 2026 with durable 30%+ growth from AI threat tailwinds.
Marvell stands to benefit as an adjacent play on Nvidia GPU demand into the August 26 earnings report
CoreWeave is a direct/adjacent play on Nvidia GPU demand and could move higher on Nvidia's earnings momentum
Nebius stands to benefit from continued Nvidia GPU demand heading into Nvidia's August 26 earnings report
Nvidia Data Center revenue momentum (92% YoY growth) is expected to continue into the August 26, 2026 earnings report
Oracle is positioned for the agentic AI era, backed by a record $630 billion backlog
ServiceNow is positioned for the agentic era with 25% subscription revenue growth and consumption-based pricing
Synopsys is positioned to benefit in the agentic AI era rather than be disrupted by it
Vertiv is positioned to cash in on the NVIDIA data center infrastructure buildout
IREN is positioned to benefit from the NVIDIA AI infrastructure buildout
TSMC is positioned to ride the NVIDIA-driven AI infrastructure land grab
Analysts prefer Adobe over DocuSign today, implying Adobe is the better-performing pick.
Meta is a buy after earnings — the market overpunished capex despite 28% revenue growth
Qualcomm is a semiconductor stock to buy for the second half of 2026 as it enters the data center market from zero revenue
Broadcom is a semiconductor stock to buy for the second half of 2026 as the networking fabric supplier for AI racks
AMD is a semiconductor stock to buy for the second half of 2026 on rack-scale entry with Helios and MI450
Cava is expected to deliver roughly mid-single-digit to mid-teens annual returns (5% to over 15%)
Analysts expect 5-10% returns for Axon stock.
Spotify is a steady long-term compounder with a stickiness edge
Sea Limited is a market-beating long-term compounder with three growth engines and a profit switch
Wingstop is a market-beating long-term compounder on franchise economics after a growth reset
Uber is a market-beating long-term compounder driven by its bookings flywheel and autonomy strategy
Analysts project roughly 10% to 15% annual returns for On Holding, modestly above market.
Pinterest is sinking on ad monetization misses and AI competition — a sell candidate
Salesforce is sinking on AI headwinds and growth warning signs — sell before it's too late
QXO is a buy-and-hold stock under $50 on the Brad Jacobs rollup strategy
SoFi is a buy-and-hold stock under $50 on growth, despite valuation debate
Amentum has defense tailwinds and upside — a buy-and-hold stock under $50
Lyft is undervalued under $50 with autonomy optionality — buy and hold
Joby Aviation is well positioned in physical AI through eVTOL, despite business model questions
Intuitive Surgical is well positioned for the physical AI future given its moat
Garmin is well positioned to dominate physical AI via wearables and its data moat
Disney turnaround thesis makes it a stock to exploit Wall Street's blind spot
The Trade Desk is a value case despite competition and AI threats
Duolingo is oversold on AI fears — a Wall Street blind spot to exploit
Symbotic is mispriced by Wall Street despite Walmart concentration risk — warehouse AI backlog supports upside
Toast is an opportunity as a restaurant operating system with high-margin recurring software modules and growth in delivery, ordering and groceries
Shift4 is an opportunity at ~10x free cash flow despite 30%+ growth
MercadoLibre is an opportunity on Mercado Pago fintech growth and a compressed valuation versus 2020
Raspberry Pi is a high-potential small cap disruptor
TransMedics is a high-potential small cap poised to explode
Planet Fitness is a high-potential small cap growth opportunity
One Stop Systems is a small cap with potential to be a major disruptor
Amazon is building for the future with a $150 billion AWS run rate and Trainium custom chips at $20 billion revenue
Alphabet is the hyperscaler truly winning the AI spending war, with Google Cloud growing 63% and a $460 billion backlog
A successful mRNA-4157 registrational readout expected later this year could materially re-rate Moderna's stock higher
Nelnet is undervalued given strong capital allocation, guaranteed loan portfolio, servicing fees and venture portfolio
MGM is undervalued for long-term investors given Las Vegas demand, MGM China stake, the $10B Japan resort project and aggressive buybacks
Adobe is undervalued after falling from its peak — sticky high-end software leader with compelling valuation
GE Aerospace is overvalued and due for profit taking.
Micron margins are peaking and the stock should be sold.
Walmart is too expensive and should be sold.
CoreWeave is overvalued with funding risks and is about to crash.
Autodesk is a buy-the-dip opportunity with sticky recurring revenue.
Cadence is a buy-the-dip opportunity with a durable EDA moat.
Synopsys is a buy-the-dip opportunity after the software selloff.
Eli Lilly's GLP-1 dominance makes it a growth stock to buy now.
Zeta Global is an attractive AI marketing growth stock to buy.
Rocket Lab is a growth stock steal as space infrastructure expands.
Hims & Hers is an undervalued growth stock to buy now.
AMD is positioned to win from the CPU shortage and rising TAM.
Fortinet should deliver roughly 10-15% annualized returns over the next five years.
TransDigm is a stock to buy whether or not a crash comes.
Microsoft is a stock to buy whether or not a crash comes.
Symbotic is an incredible stock to buy now on its contracted robotics backlog.
Broadcom is an incredible stock to buy now with AI visibility through 2028.
BlackSky is an attractive small-cap AI satellite data play to buy.
SMCI is a beaten-down infrastructure play that is a smarter buy than the SpaceX IPO.
PACS Group is an ultra growth stock to buy right now.
Credo Technology is an ultra growth stock to buy right now.
Zillow is an undervalued screaming buy with a durable platform edge and long-term growth ahead.
Wingstop is an undervalued screaming buy given its franchise business model and unit economics.
MercadoLibre is undervalued on a GAAP-adjusted basis and a screaming buy today.
On Holding's valuation reset makes it a screaming buy with continued long-term growth from brand strength and pricing power.
Bullish on DoorDash as the last-mile logistics leader turning profitable at scale.
Bullish on Shopify as an unstoppable growth stock under $200.
Bullish on Uber as a dominant ride-sharing and delivery platform and unstoppable growth stock.
Marvell Technology is positioned to become the next trillion dollar company on custom AI chips and data center networking; framed as a buy before Wall Street catches on.
Serve Robotics has huge upside potential as an early-stage autonomous delivery play on physical AI.
Intuitive Surgical is the gold standard in robotic surgery with unmatched moats and is a buy for the physical AI revolution.
NVIDIA is still cheap and may still be undervalued despite the run-up, based on forward PE, earnings growth, and free cash flow.
Samsara is an overlooked AI winner automating the physical world with fleet safety and predictive analytics.
Vertiv Holdings is an overlooked AI winner solving AI's thermal crisis with liquid cooling.
Cadence Design is an overlooked AI winner acting as a software toll booth every chipmaker must pay.
HCA Healthcare is a recession-proof healthcare giant Wall Street can't stop buying.
CrowdStrike is a cybersecurity cash machine and a buyable dip.
Viemed Healthcare could keep growing on its clinician-first, capital-light model, favorable reimbursement changes, and AI efficiency gains.
CoreWeave is an AI infrastructure juggernaut whose dip is worth buying despite Wall Street's dislike.
Lifeway Foods is scaling from niche to mainstream, targeting $45-50 million adjusted EBITDA by 2027 on capacity, automation, and distribution expansion.
Celsius is an overlooked $8 billion value opportunity with margin expansion, Pepsi distribution, and global growth catalysts despite the stock crash.
Alphabet is a buying opportunity despite overblown AI disruption fears.
Deckers Outdoor could return 5% to 15% annually over the next 5 years, supported by its brand portfolio, net-cash balance sheet, and buybacks.
Amazon is becoming a utility for modern life via AWS, advertising, and robotics-driven fulfillment; a forever hold.
Microsoft is mispriced to the upside with Co-Pilot driving enterprise AI adoption; a buy-and-hold-forever stock.
Coinbase is an opportunity for investors despite recent performance, as it builds the rails for agentic commerce.
Circle is an opportunity for investors despite recent performance, as stablecoin rails capture the trillion-dollar agentic payments shift.
ASML's EUV lithography monopoly makes it a long-term winner in semiconductor manufacturing.
TSMC is a key beneficiary of AI and space exploration growth and a long-term winner ahead of the SpaceX IPO.
Meta Platforms is a stock to buy after its post-earnings sell-off given strong fundamentals for future growth.
A.O. Smith's decade-low valuation plus the U.S. water heater replacement cycle could create a strong setup for the next 5 years.
Robinhood can grow long term with volatility, and its valuation may be reasonable over a 5-10 year view.
Despite a ~40x earnings multiple, the hosts score Casey's 7.0/10 and see room for solid returns over the next five years on its defensible small-town convenience model.
Travis still points to Qualcomm as a top pick in the wireless IP space.
Alphabet is the ultimate winner of big tech earnings and is positioned to keep benefiting from the continued bullish AI trend.
Travis says investors should just buy the S&P 500 instead of Colgate, implying the index outperforms.
Colgate scores just 5.5/10 with eroding pricing power, stagnant sales and earnings, and continued market underperformance expected over the next five years.
The market is misinterpreting SoFi, making it 'the market's biggest mistake' — a bullish long-term setup.
Analysts see potential margin inflection in 2026-2027 tied to contract awards and backlog conversion for Kratos as a low-cost drone/hypersonics leader.
Amex's closed-loop moat and premium franchise support projected 5-15% annual returns and attractive long-run return potential.
Toast at ~20x 2026 adjusted EBITDA with 20%+ revenue growth is modeled to deliver 10-15% expected returns.
Airbnb is a cautious hold with limited upside; analysts forecast about 5-10% annualized returns over five years.
Houlihan Lokey's countercyclical middle-market advisory franchise should deliver roughly 10-15% annualized returns in a normal cycle.
Analysts expect Mastercard to deliver roughly 5-15% annualized returns over five years via margins, buybacks, and dividends.
KLA rated 7.1/10 with forecast 5-10% annualized returns over the next five years on process-control dominance.
Onto Innovation scored 7.1/10 with analysts projecting roughly 5-15% annualized returns over five years on AI-driven yield-management demand.
Analysts forecast about 10-15% total returns for Regeneron over five years, with pipeline catalysts as upside drivers.
At ~14x free cash flow, analysts project roughly 10-15%+ annual returns for Carlisle on cash generation and buybacks.
Even at a ~$3 trillion valuation, the panel expects Microsoft to deliver mid-single to low-double-digit annual returns (Dan ~5-10%, Toby ~10-15%).
Jason Hall and Matt Frankel see 10-15% annualized returns for Capital One over five years following the Discover and Brex deals.
Bitcoin is recommended as a portfolio diversifier for 2026.
BlackRock recommends selective/active AI exposure via BAI for 2026 as AI remains the dominant growth engine.
Gold is recommended as a portfolio diversifier for 2026.
Five-year return estimates for Paychex range roughly 5-15% annually depending on scenario.
Analysts expect T-Mobile to deliver roughly 5-10% annual returns.
Amentum offers market-perform upside of roughly 5-10% if management proves deleveraging and sustainable organic margin gains.
Analysts expect Dassault Systemes to deliver market-level returns of 5-10% annually over five years.
Comcast is in trouble as both the cable business and cable broadband decline.
Analysts expect Qualcomm to post steady mid-single-digit to low-double-digit growth, though a ~35x P/E leaves returns dependent on edge AI and margin recovery.
Expect recurring market drawdowns in the S&P 500 during 2026, historically about 10% in a given year.
EMCOR is an AI infrastructure stock to buy now, with a multi-year runway from data-center liquid cooling and power demand.
Mercado Libre still has space to grow after 39% revenue growth, driven by logistics, Mercado Pago and retail media.
Rocket Lab is a viable long-term space bet worth holding as a small, patient position for high-risk, long-horizon investors.
Agnico Eagle is forecast to deliver roughly 5-10% to 10-15% annualized returns, largely tracking the gold price.
Hosts forecast roughly 5-10% annualized returns for Texas Roadhouse over five years at ~27x forward earnings.
Netflix projected to deliver modest returns of roughly 0-10% annually over five years given multiple-compression risk.
BlackRock is a compelling core holding; analysts expect ~5-10% annualized returns absent multiple expansion.
ICE rated 7.7/10 with expected total returns of ~5-15% over five years.
PulteGroup could deliver roughly 10-15% annualized returns over five years.
Jason projects 10-15% annualized returns over five years for D.R. Horton; Rick warns of only 0-5% and a potential value trap.
Google/Gemini gaining ground on OpenAI is framed as a positive for Alphabet ($GOOG).
Panel expects muted gold returns over five years (Dan's 0-5% range) with risk of protracted drawdowns.
Alphabet is THE AI winner and the long-standing bullish thesis is reaffirmed.
Rubrik could double in five years, though rated only 5.5/10 with serious execution risks.
Six Flags scores 4.5/10 with high leverage and management trouble raising big downside risk, including bankruptcy risk in a deep downturn.
Sprouts could return 5-15% over five years (Travis ~10-15%, Lou ~5-10%).
Caplinger projects roughly 5-10% annual returns for Texas Pacific Land.
GE HealthCare expected to deliver roughly 5-10% annual returns over five years.
Axon shares will march higher.
Duolingo could deliver 15%+ annual returns, though analysts are split with polarized/binary outcomes.
PFFA is presented as an attractive income holding targeting ~9% yield with active management limiting downside, with a recommended 5-15% portfolio allocation.
Analysts estimate Datadog delivers roughly 10-15% annualized returns despite decelerating growth and dilution.
Oracle is riskier than investors think — the OpenAI bet and a stretched balance sheet make it far from a guaranteed AI winner.
Prediction: Disney's streaming business (Disney+, Hulu, plus the new ESPN app) will generate more streaming revenue than Netflix.