By Unknown
Publication Date: 2026-02-13 17:36:00
Key Points
Investors are losing patience with Oracle’s borderline reckless artificial intelligence (AI) spending.
Netflix’s Warner Bros. acquisition marks a noticeable step change in its margins and capital structure.
Both stocks are compelling values.
In August, I predicted that Netflix(NASDAQ: NFLX) and Oracle(NYSE: ORCL) would reach at least $1 trillion in market capitalization by 2030. But Netflix is down 38.6% from its 52-week high at the time of this writing, while Oracle has fallen a staggering 56.5%.
Netflix’s market cap is now just $346.9 billion as I write this, and Oracle is at $410.4 billion — a far cry from joining Nvidia, Alphabet, Apple, Microsoft, Amazon, Broadcom, Meta Platforms, Tesla, Berkshire Hathaway, and Walmart on the list of U.S. companies with at least $1 trillion in market cap.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology…
