Josh Brown Says Netflix (NFLX) ‘Sat Out AI Mania’ But ‘It’s About to Change’

Group 1 - Netflix, Inc. (NASDAQ:NFLX) is currently trending, with positive sentiment from investment professionals like Josh Brown, CEO of Ritholtz Wealth Management, who is personally long on the stock [1][2] - The company is set to report earnings on October 21st, with expectations not being particularly high, which may work in favor of the stock [2] - Netflix has achieved significant success with its recent content, particularly a K-pop themed show that garnered 325 million streams, surpassing all previous Netflix shows and movies [2] Group 2 - Macquarie Core Equity Fund anticipates that Netflix's growth momentum will continue, while content and licensing investments will grow at a slower rate, leading to higher margins over the next two to three years [3] - Despite the potential of Netflix as an investment, some analysts believe that certain AI stocks may offer greater returns with limited downside risk [3]