sold out a little over 1/3rd nflx gamblers at a little under triple, gives a free ride on a whole bunch for the disney call tonight. Re: gamblers only: netflix puts are real cheap going into disney earnings. i kno...
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gamblers only: netflix puts are real cheap going into disney earnings. i know citron was pushing it as a long but he has no particular edge that i can see. disney may provide updates on streaming service which would be viewed negatively for netflix. 15 point move in nflx gets you around 20x on netflix gamblers.
disney puts are cheap too considering there are huge problems at hong kong disney and likely earnings will be impacted by spend to push the streaming platform. earlier in the year the big move up was based on avengers endgame. since that time disney has been sideways. worth some gamblers i think around 25x on a 10% drop.