RBC Capital's Mahaney: Netflix Is Top FANG Stock Pick

The video discusses market trends, focusing on the impact of the surging dollar on multinational stocks. It highlights top stock picks like Netflix, Amazon, and Facebook, analyzing their performance and growth strategies. The video delves into Amazon's Alexa ecosystem and its cash flow dynamics. It also examines tax implications under the Trump administration and potential risks like border taxes and net neutrality. Netflix's growth strategy, competitive landscape, and content acquisition costs are explored. Finally, Amazon's role as a major employer and its economic impact are discussed.

What are the implications of tax cuts for tech companies like Amazon and Netflix?

What are the challenges Netflix faces in terms of audience growth?

How has the competitive landscape for Netflix changed in recent years?