Down Stocks to Think About Buying Right Now

Summary

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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.

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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.

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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)

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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.

Transcript

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[Financial Analyst/Commentator]

A few, there's a few downward stocks right now. Netflix is down 34%, Meta's down 22%, Microsoft is down 17%, Tesla 12% Nvidia 12% Apple 10% Amazon 8% Google 2%. What down stock is this stock that you most like right now?

[Co-host/Guest Analyst]

Out of this category. All of them 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 and him being focused more than ever do I think Netflix will recover once again? It's a debt issue. I think Netflix would probably be third and they'll be fine. But I'm going to have to go with Microsoft first, Tesla second, then Netflix third. The rip is a great move. Kudos to Ben Affleck and what you didn't. It's like Sicario in the Town in one.

[Tara Davis Woodhull (US Olympic Gold Medalist)]

I didn't, I didn't finish it. I was watching. Is it he said, she said what? Was the joint his and her or his or hers?

[Financial Analyst/Commentator]

Yeah, Netflix is doing a few things that's concerning to me.

[Co-host/Guest Analyst]

Tell me more.

[Tara Davis Woodhull (US Olympic Gold Medalist)]

Yeah.

[Financial Analyst/Commentator]

They going into music. Wait, what are you hearing about that?

[Co-host/Guest Analyst]

No, I've been, you know, I've been on my peaceful meditation thing staying off the. No, I didn't see that Stand off the way.

[Financial Analyst/Commentator]

Yeah, I spoke to somebody that's very high up on the food chain today when it comes to these content creation topics and they said that yeah, Netflix, they're creating their own streaming service for music and don't be surprised if they sign Drake or somebody of that calendar of that magnitude.

[Co-host/Guest Analyst]

Okay. That I have heard.

[Financial Analyst/Commentator]

Yeah, I think that might be. I don't know. It's a gamble. But then there's this number one one of the top three movies on Netflix right now. I watched yesterday. It's like the Suitcase Killer. You ever watched that?

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[Co-host/Guest Analyst]

I was actually gonna watch it last night.

[Tara Davis Woodhull (US Olympic Gold Medalist)]

But yeah, you ain't in your Netflix bag right now.

[Financial Analyst/Commentator]

It's concerning and.

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[Financial Analyst/Commentator]

It's the movie is a lifetime. It's like Lifetime movie.

[Co-host/Guest Analyst]

Okay.

[Financial Analyst/Commentator]

I was surprised that Netflix even put it on their platform.

[Tara Davis Woodhull (US Olympic Gold Medalist)]

They. They do some of those.

[Financial Analyst/Commentator]

That doesn't that to me just on an eye test the quality.

[Tara Davis Woodhull (US Olympic Gold Medalist)]

Yeah, no, no, that's not fair.

[Financial Analyst/Commentator]

You're starting to cut it too much. You cutting it too much, man.

[Co-host/Guest Analyst]

And it was like the top 10 recommended too.

[Tara Davis Woodhull (US Olympic Gold Medalist)]

It was, it was like number three. It definitely was number three.

[Financial Analyst/Commentator]

It's trending.

[Tara Davis Woodhull (US Olympic Gold Medalist)]

Yeah. But hey, I, I mean tomorrow's a big day, right. By the time we come on on market monies next week, we'll have a better picture of what Netflix looks like. I think fourth quarter is traditionally their best quarter. Fourth and first are usually their best obviously because of the content that they put out. And they had a hell of a year. When you're talking about Stranger Things, I mean it's still the most watched thing on Netflix. Billions of views. Talk about squid games that they had. They had the finale for that. Then they brought in the dragon. Was it dragon demon or demon slayer, whatever that thing is?

[Co-host/Guest Analyst]

Something like that, yeah.

[Tara Davis Woodhull (US Olympic Gold Medalist)]

Demon Hunters. That was incredible. And they just had a wild card. Like the Diddy documentary is a wild card. But the numbers that it did were incredible. Adding to that, the live sports, you have football, you had the Jay Paul fight. I think they're going to report an incredible quarter and 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. Right? You do all cash now. The time frame, now you can get that content into the wheelhouse and start trying to make revenue off of it. Gets picked up in the first two quarters of this year where it was looking like if they were going to do loans and figure out how they were going to do buybacks and shares, that would have took them to 20, 28. They're trying to get back into this space where, yes, we did the 10 to 1 spit, but we're still the most dominant thing when it comes to media, especially streaming services. Tomorrow will be very interesting and it's going to tell us a lot. I like Netflix.

[Financial Analyst/Commentator]

All right, before we bring MG on, because we got to bring MG on, the last thing is Microsoft. When is Microsoft. When we gonna see some. When we gonna see some action from Microsoft?

[Co-host/Guest Analyst]

Are you not happy with how they. I mean, I think they're in a great position right now to like around that stock level. Not gonna give our price away before 49 is a place.

[Financial Analyst/Commentator]

Not even a. Not even a buy point per se. But like Microsoft has been kind of like. Yeah, I mean it was all right, a year ago was $444 and today is $459.

[Narrator/Announcer]

Yeah.

[Financial Analyst/Commentator]

So it's been pretty much flat for a year. Right. Like when are we going to start to see Microsoft take off to the upside?

[Co-host/Guest Analyst]

I think once they figure out, to be very honest, the on boarding of a new AI partner and what that looks like. And then also to the window of when OpenAI goes public. This reminds me of like a star player being in a star organization, but it's not working out. So let's get this off the books. Let's get our 49%. But now we have all the tools for Copilot and all the software that we need. It's very interesting. But like same with Bitcoin. If Bitcoin was at negative 10% for the year, it still represents an immense buying opportunity for the next two or three years. And I Think on the enterprise front as we head into recession in 27, I think that'd be more valuable. But once they get the OpenAI situation, keep your calendars, Mark. When they'll go public, they'll be good. They'll be good.

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