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Callistemon
Going Yes on NFLX beating Q3. They already trimmed their own guide in July clearing a lowered bar is the more likely outcome, and the ad business scaling to $3B this year gives them room. Watching margin commentary more than the headline beat/miss.#NetflixQ3AdsAndMargins

-1.40%
PositionYes | 14.07 Anteile
Aktueller PnL-0.14 xp
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