Earn Your Leisure Podcast: “Down Stocks to Think About Buying Right Now”

Hosts: Rashad Bilal & Troy Millings | Date: January 25, 2026
Episode Theme:
A deep dive into major tech and entertainment stocks that have experienced recent declines, exploring which companies present notable long-term buying opportunities, and examining the shifting strategies of industry powerhouses like Microsoft, Tesla, and Netflix.

Episode Overview

This episode sees hosts Rashad and Troy, joined by guest analysts, dissect the current state of the stock market's biggest names after a broad downturn. They debate which down stocks are top picks for investors, discuss strategic pivots within the streaming and tech sectors, and speculate on upcoming catalysts for major companies like Microsoft, Tesla, and Netflix. The conversation blends real-time market skepticism with long-term optimism, offering listeners actionable insight and spirited commentary.

Key Discussion Points and Insights

1. Market Downturn Snapshot and Top Down Stocks [03:27]

• Current declines in major stocks noted:
  • Netflix: down 34%
  • Meta: down 22%
  • Microsoft: down 17%
  • Tesla: down 12%
  • Nvidia: down 12%
  • Apple: down 10%
  • Amazon: down 8%
  • Google: down 2%

Analyst Sentiment: Top Picks from Down List

Co-host:

"Out of this category... All of them [are good] long term. If we're looking short term, Microsoft will be first. And I really love the restructuring of Tesla. No longer being a car company and being autonomous... Then Netflix. It's a debt issue... But I'm going to have to go with Microsoft first, Tesla second, then Netflix third." (03:48)

2. Netflix’s Evolving Strategy and Concerns [04:34–11:31]

Expanding into Music Streaming [04:42]

• Financial Analyst:

  "Netflix is doing a few things that's concerning to me." (04:34)
  "They're creating their own streaming service for music and don't be surprised if they sign Drake or somebody of that caliber." (04:53)

• Co-host:

  "That I have heard." (05:13)

Netflix’s Content Quality Debate [05:27–09:09]

• Recent “Lifetime-movie” style content prompts doubts about Netflix's quality curation.
• Discussion about “Suitcase Killer” being a top trending but questionable-quality movie:
  • Financial Analyst:

    "I was surprised that Netflix even put it on their platform." (09:26)

• Hosts debate whether Netflix may be “cutting it too much” in content selection, with analysts noting mixed opinions.

Netflix’s Upcoming Quarterly Report & Warner Brothers Deal [10:00–11:31]

• Tara Davis Woodhull:

  "I think fourth quarter is traditionally their best quarter... they had a hell of a year... Stranger Things, still the most watched thing. Billions of views. Squid Games finale. Then they brought in the... Demon Hunters. That was incredible." (10:00)

• On business partnerships:

  "Maybe we'll get more clarity on what this Warner Brothers deal looks like. I know they're trying to expedite that... They said now they're going to do all cash." (10:34)

• Market expectation: All cash deals for content, accelerated acquisition, and continued dominance in streaming.

3. Microsoft: Waiting for Upside and AI Bets [11:31–13:09]

• Financial Analyst:

  "Microsoft has been kind of like... a year ago was $444 and today is $459. So it's been pretty much flat for a year." (12:09)
  "When are we going to start to see Microsoft take off to the upside?" (12:09)

• Co-host:

  "I think once they figure out, to be very honest, the onboarding of a new AI partner... and what that looks like. And then also too, the window of when OpenAI goes public... But once they get the OpenAI situation [sorted]... they'll be good." (12:16)

• Long-term bullishness is tied to resolving the OpenAI partnership and enhanced Copilot AI deployment. Anticipation for value in enterprise software as a recession hedge.

4. Tesla: From Car Company to Tech/Autonomy Leader [03:48]

• Co-host:

  "I really love the restructuring of Tesla. No longer being a car company and being autonomous and him being focused more than ever..." (03:48)

Notable Quotes & Memorable Moments

• On Market Opportunities:

  "All of them [big tech stocks] are good long term... but Microsoft first, Tesla second, then Netflix third." (Co-host, 03:48)

• On Netflix’s Musical Ambitions:

  "Netflix... they're creating their own streaming service for music... don't be surprised if they sign Drake..." (Financial Analyst, 04:53)

• On Netflix’s Quality Concerns:

  "I was surprised that Netflix even put it on their platform." (Financial Analyst, 09:26)

• On Microsoft’s Flat Year:

  "A year ago was $444 and today is $459... When are we going to start to see Microsoft take off?" (Financial Analyst, 12:09)

• On Microsoft’s Future Potential:

  "Once they get the OpenAI situation... they'll be good." (Co-host, 12:16)

• On Netflix Content Success:

  "Stranger Things... billions of views. Squid Games... Demon Hunters... The Diddy documentary is a wild card but the numbers... were incredible." (Tara Davis Woodhull, 10:00)

Timestamps for Key Segments

• [03:27] Market downturn overview, stocks most affected
• [03:48] Analyst long and short term stock picks
• [04:34] Netflix quality concern and content selection
• [04:42] Netflix expansion into music streaming, possible Drake signing
• [09:09] Netflix criticized for trending low-quality content
• [10:00] Netflix quarterly outlook and strategic deals discussion
• [11:31] Microsoft’s recent price stagnation and future catalysts
• [12:16] AI partnership and OpenAI IPO speculation
• [03:48] Tesla as an autonomous/tech play, not just a car company

Episode Takeaways

• Despite market declines among the megacaps, the panel maintains long-term optimism, especially for Microsoft, Tesla, and Netflix—albeit for different reasons.
• Netflix’s aggressive expansion into music streaming, mixed content strategy, and major pending deals (like Warner Brothers) are pivotal to its next phase.
• Microsoft’s stock is seen as a sleeping giant, likely dependent on finalizing its relationship with OpenAI for the next major upside move.
• Tesla is evolving into an autonomous tech company, furthering differentiation from traditional automotive competitors.

The conversation is a must-listen for anyone interested in actionable, real-world takes on what’s next for big cap stocks in 2026.