Rachel Warren
๐ค SpeakerAppearances Over Time
Podcast Appearances
There is some industrial demand that's supporting the rally of areas like silver.
But there's been a really significant influx of retail investors.
There's been a lot of speculative interest there.
So, I think that's where we're seeing a lot of that meme stock-like behavior.
And that also means that there could be the potential for a correction.
So, I think that's something to be aware of as investors if you're looking at silver or gold right now.
As long as central banks continue to accumulate gold and fiscal debt remains high, that trend's likely to persist.
It doesn't necessarily mean that you as an individual retail investor need to go in on it.
It's important to really understand what you're buying.
Despite the market's response, I would say it was a pretty good report for the company.
I want to talk about a few of these numbers and metrics.
Netflix, their Q4 revenue was just a little over $12 billion.
That was actually up about 18% from one year ago.
Earnings per share of $0.56.
Both were slightly above what Wall Street had been projecting.
The main driver of the stock drop that we saw post-earnings had to do with management's forecast for slower revenue growth in 2026.
They're looking for anywhere between 12% to 14% growth compared to 16% in 2025.
They also guided for lower-than-expected Q1 profit expectations.
Now, I think it's important to remember, Netflix is performing pretty strongly as a mature business.
This is a much more mature company than even five, six years ago.