### Comment:
Netflix has raised their process by 40% over the last two years and only gained customers, and Amazon ramped up their original content spending in 2016 which didn't affect Netflix. Wall Street on aggregate clearly believes that they can execute on this and bolster their profit margins. Maybe you're right and they're all wrong

### REPLY:
Mark my words when sub growth starts to stagnate, this will come back down to earth.

### END.