If you've been following me for a while, you know I've been looking to exit #NFLX on strength for months. Well, here we are. Recent market action, plus a good showing at the Oscars last night, gives me the opportunity I've been waiting for. I'll take a slight loss of about 0.1%. Price: $368.61

#NFLX has now given back all of its post-earnings gains. I did not see this coming, but I think the market is wrong. Now, I'll put my money where my mouth is. Price: $334.14 Position size increase: 28%

Brutal few days in the market for me, I can't lie. #NVDA was a great sale, but frankly, I should have taken some profits in #SPOT and gotten out of #NFLX when I had a scratch (no gain or loss). Those are the two positions I regret not selling. Otherwise, I'm sitting tight. Today is a good day to not look at your screen. NFLX is still a great company, but I have too many high-flying tech stocks. My relative lack of diversification cost me the past few days. Huntington Ingalls

So while my 10% #NFLX gain from a week ago is gone, it’s now basically a scratch trade for me. The 14% plunge from yesterday’s lows were never warranted, and the market figured that out. Never trade in after-hours, and never panic without knowing anything. Believe me, I lost sleep Monday when I saw $NFLX down 14% in after-hours. But what was panicking going to do? The move already happened, so it was time to read and listen, not act. Holding tight for now.

So here is the deal with #NFLX: I was wrong. They missed their own subscriber-growth guidance pretty badly, which shocked me. Perhaps I shouldn't have been surprised in retrospect, as NFLX occasionally guides too high, especially Q2. Having said that, the business remains incredibly strong. They actually increased their margins. They still added ~5 million subs, just not the 6 people wanted. Expectations just got too, and I got a little greedy. Anytime a stock has run as much

Continuing my #ForgetItMoney theme from the podcast, #NFLX has reached attractive levels. I don't even use my Netflix account that much, but do you think I'm cancelling? Heck no. And I was rewarded with an Arrested Development binge yesterday. The company's software and user experience keeps getting better, as far as I can tell. The fact that my parents use it often tells me a lot. Cord-cutting is also an obvious trend that helps Netflix. Price: 382.07 Weight: 3.3%