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How Netflix Won the Streaming Wars Again
Bill Ackman just bought Netflix again, four years after dumping it at a loss. Lucas and Luna dig into what the streaming giant's comeback says about pricing power, subscriber quality, and the market's new mood. They look at why Netflix's ad tier is the quiet winner, how the stock's recent moves compare with the broader tech selloff, and what Ackman's trade signals for stock pickers in a market that has punished big tech. With the S&P 500 hovering near 7,790 and value names like Chevron and JPMorgan gaining, is this a rotation into quality, or just another crowded…
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