10 Trending Stocks to Watch As AI Bubble Warnings Heat Up

4. Netflix Inc (NASDAQ:NFLX)

Number of Hedge Fund Investors: 133

Steve Weiss, chief investment officer and founder of Short Hills Capital Partners, said in a latest program on CNBC that he’s “sticking with” Netflix Inc (NASDAQ:NFLX) despite the latest declines. He thinks Netflix Inc (NASDAQ:NFLX) remains the “leader” in the industry.

“They’re still the leader in space. They’ll continue to be the leader. I just don’t understand the concerns, frankly. But it has weighed on I think part of it is is people reallocating Netflix, what they’ve seen in there, which even stalled before it started correcting and saying, “Look, we can get some juice elsewhere.” So that’s it. I’ve also been out there defending it. It’s been my final trade, you know, at least once over the last few weeks. That hasn’t worked out, but I’m sticking with it. I just don’t think the model’s broken at all or being damaged.”

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.”