NFLX Defensive Potential Depends on Content & Subscription Retention

Landon Swan says he "never thought I would describe Netflix (NFLX) as one of the defensive stocks." That view is amplified by many people using the stock as a hedge against tariffs. However, Landon points out that the company's live programming isn't as sticky as it hoped. He uses LikeFolio's data to show weakening viewership and more people searching for subscription cancellations as weakness signals for the stock.

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