Netflix is a screaming buy—thanks to politics

Politics will kill the Netflix (NFLX)/Warner Bros. (WBD) deal… and that's great for the stock. Plus, the State of the Union… Trump Accounts… Nvidia (NVDA) earnings expectations… Should you follow Tepper into Whirlpool (WHR)? … And Circle's (CRCL) surge. In this episode: Shots to celebrate Daniel's 40th! [0:25] Congrats to the USA men's and women's hockey teams [3:04] Key takeaways from Trump's State of the Union [6:38] Trump Accounts are a game-changer [12:58] Why I expect Nvidia to fall after reporting earnings tonight [21:43] Act now if you want in on this coffee disruptor [31:55] Should you follow Tepper into Whirlpool? [35:41] Netflix will lose Warner Bros.—and that's great for the stock [44:39] What's behind Circle's surge? [51:48] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: Find Wall Street Unplugged podcast… --Curzio Research App: --iTunes: --Stitcher: --Website: Follow Frank… X: Facebook: LinkedIn:

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Netflix is a screaming buy—thanks to politics is an episode from Wall Street Unplugged - What's Really Moving These Markets by Frank Curzio.

This episode is 01:00:36 long.

This episode was published on Feb 25, 2026.

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