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CNBC's "Fast Money"
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Is the Growth Story at Netflick Over?
Investors are clearly basically saying the growth story at netflick is over. The belief was they can have 608 hundred million, maybe even long term of billion subscribers. I don't think that's true, but that's what the guidance is making people fear. But i don't e they're not acting like there's a fundamental change in the total addressable market because if they did, they'd be slowing their contents bend. They seem more bullish on the global potential, not less bullish.
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