Netflix is a screaming buy—thanks to politics

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Business, News, Commodities, Debt, Investing, Macroeconomics, Gold, Personal, Uranium, Oil, Economics, Business News, Geopolitics, Industry, Crypto, Stocks, Curzio, Trading, Finance, Research, Investments, Tokens, Talk, Crisis

4.5 • 1.1K Ratings

🗓️ 25 February 2026

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

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Summary

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: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Transcript

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0:00.0	How's it going out there? It's Wednesday, February 25th.
0:06.0	Good on, Frank Currie. Just the Washington Pub Podcasts. We break the head of the lines.
0:10.0	And, uh, say what's really moving these markets?
0:17.0	Dea Creech, how's it going on, man?
0:20.0	Hello, Frank.
0:21.0	Happy Wednesday, sir.
0:22.0	Happy Wednesday.
0:22.6	How much going on?
0:23.5	Did you do anything or watch anything over the weekend?
0:25.3	Yeah, I watched a lot of stuff over the weekend.
0:26.9	Before we get to all that nonsense, I'm going to start off with something really, really important.
0:33.1	One of those important things that we can mention is Dale Creach is now 40 years old. Oh, look at you.
0:41.5	Yes, sir.
0:41.9	Happy birthday. Oh, thank you. Big deal. And got a couple of presents for you, man. Oh, gosh. A couple
0:48.8	presents for you. Oh, boy. Here we go. Joe, you want to give him the first one?
1:11.8	Ah, look at this. Oh, man after my own heart. Thank you. Holy hell. Petrone. Is it legal to advertise tobacco prank on our channels? Well, see, because now I'm going to advertise you. A drone for everybody just listening. That's amazing. Thank you. Yes, I have been looking forward to 40.
1:13.0	I know this sounds weird.
1:26.6	More than most to look forward to 21, Frank. That's how goofy I am. So, happy birthday. Yeah, I made it. Thank you, sir. Thank you very much. One more present for you. Look at this guy. There you go. Holy cow. Are we still recording? This is a joke.
1:28.8	Johnny Walker Blue label, what am I famous? I gotta be red
1:30.7	right now. What did I attempt Holy cow. Are we still recording? This is a joke.
1:43.9	Johnny Walker Blue label. What am I famous? I got to be red right now. Wanted that at 10,000 babies. Holy cow. You want to open that up right now? We will have a shot. All right. Yeah. Can you? Will you do that? Yeah. So. You got a cup over there? Yes, I do. Oh, happy birthday.
1:46.3	We're going to get you lit and make you look like a fool by yourself.
	...

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