Buying if there is a big dip. Their breadth and depth of content... No one else comes close, except Disney. Although I must say, being a subscriber and shareholder of both companies, I find myself consuming more of Netflix's content as compared to Disney.
Nowadays AI seems to be the new sexy thing. Last time it's cloud and now it's AI. P/E of 300-400, P/S of ~33... too rich a valuation? upside might already been baked in while downside is wide open
I think up till a certain point the 'punishment' of these companies would stop before it spooks every investors and make them wary of any and all Chinese stocks, which is definitely not what the regulators and officials want.
They will say "this time it's different...". But is it really different? Only time will tell. But if time and history are telling the truth, then one can already deduce the answer...
