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Chapter 5dryingMy own conviction

Netflix (NFLX) — Homework, not a hunch

EventTimestampPriceShares
Buy — initial buyOct 6, 2026, 9:52 AM ET$67.6843.188
Avg cost: $67.68Last close: $68.79 (Oct 7, 2026)Return so far: +1.6%

Since the buy

$67.16$67.70$68.24$68.79$69.33bought $67.68Oct 6 ’26Oct 7 ’26
NFLX since the buy · each candle = one day · dashed line = what I paid · live, updates after each market close

The exit plan — written on day one

I won't sell until Netflix makes a new all-time high. Below that, I sit tight — every dip included. Only once it sets a fresh record will I even think about selling from there.

How you know this is real
  1. Timestamped by GitHub, not by me. This chapter is a public commit — GitHub stamps the exact time it was published. It can't be backdated, and it's never edited (corrections are only appended, dated). See the commit history →
  2. The price is on the tape. The buy price sits right on the real NFLX candle in the chart above — cross-check it against Oct 6, 2026 market data anywhere. A made-up price wouldn't line up.
  3. The broker's own confirmation. Fidelity's fill slip — ticker, time, price, and quantity — with account details redacted.
  4. Anchored to the Bitcoin blockchain. This chapter's fingerprint is timestamped with OpenTimestamps — a timestamp nobody can forge or backdate, not even me. The Bitcoin confirmation settles within about a day of publishing; once it does, the exact block shows up right here.

Stock: Netflix (NFLX)

What is it?

Netflix is the streaming service pretty much everyone already knows — you pay a monthly fee and watch shows and movies. The part that caught my attention is that it isn't just a place that carries other people's content anymore; it makes a huge amount of its own.

Why now?

This is the first stock I bought from my own research, instead of a signal from my code or copying an investor I admire. The more homework I did, the more I believed in where streaming is heading — so I sized this one bigger than my usual starter position. The conviction came from the work, not a hunch.

The bet

My bet is that Netflix keeps owning streaming — not just as the place you go to watch, but as the company that makes more and more of what you watch. I think the bigger prize is Netflix becoming a real producer, and over time a platform: somewhere that gives not only big studios but smaller creators and new artists a genuine shot at an audience. If Netflix becomes where talent goes to be seen, the way it's already where people go to watch, that's the kind of business that can keep growing for a very long time. (That last part is my prediction, not something Netflix has promised. It's the future I'm betting on.)

What could go wrong?

Plenty. Streaming is crowded — Disney, Amazon, YouTube and others are all fighting for the same hours in the day. My "platform for small creators" idea might just be wishful thinking; it isn't really what Netflix does today, and they may never go that way. And the biggest open question for me is AI. I honestly don't fully understand what Netflix is doing with it yet — whether AI lets them make great content faster and cheaper, or whether it floods the world with so much cheap content that being Netflix matters less. I bought anyway because I believe in the core idea, but I want to be upfront that the AI piece is something I'm still figuring out.

This one isn't a small starter — it's a bigger position than usual, because the conviction came from my own research. If I add more down the road, it'll show up here as a dated entry in this same chapter, never a rewrite of what I wrote today.

The record continues below this line — append-only, each entry dated. The original text above is never touched. Quarterly checks, splits, dividends, and any options hedge on this position go here.