Josh Brown on Netflix (NFLX) After Elon Musk's Campaign: 'I'm Not Selling'

We recently published Top 10 Trending Stock Ratings and Calls as Tom Lee Says Latest Selloff is a Buying Opportunity. Netflix Inc (NASDAQ:NFLX) is one of the top trending stock ratings and calls.

Josh Brown from CNBC recently talked about Netflix and the impact of Elon Musk’s campaign against the company. He believes the company can face some “rough” times, but does not see a reason to sell the stock.

“This is like every publicly traded media company’s worst nightmare—when public attention turns sharply to something they’re doing. We’ve seen real-world effects, not just on stock prices, but on how companies operate. So, I wouldn’t completely dismiss Netflix Inc (NASDAQ:NFLX)  having a rough couple of weeks, but in my personal opinion, it has nothing to do with the programming or the controversy itself. I don’t think it will have a lasting effect on the stock price, and I don’t expect Netflix Inc (NASDAQ:NFLX) management to make decisions that could worsen the situation, as we’ve seen with other firms in recent years. If I were considering the stock as a new entry, I would view this more as an opportunity rather than a reason to sell. Personally, I own the stock right now and am not selling.”

Macquarie Core Equity Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its second quarter 2025 investor letter:

“Netflix, Inc. (NASDAQ:NFLX) offers a subscription-based streaming service. We expect the company’s growth momentum will continue while investments in content and licensing grow at a slower rate, allowing for higher margins over the coming two to three years.”

While we acknowledge the potential of NFLX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.