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I dont get icahn... calling for $200 aapl publicly... as if these ultra rich arent wealthy enough they are publicly trying to pump their stock holdings and make bullish calls at market levels that are arguably rich...
If a $1 price increase led to 975k new subscribers instead of 1.33 million, then NFLX has big problems with its model and equity action is reflecting that.
What I think it reflects is that NFLX has a lot more competition than most realized (Amazon Prime, Hulu, Youtube, Pirated content, even cable, etc.) and its growth projections might not be sustainable as scaling costs rise.
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