$DIS’s latest quarter: $22.5B revenue, streaming still weak, parks heavy. $NFLX: $11.3B–$11.5B, up ~17% YoY, strong margins & cash flow. $NFLX looks like it’s executing, pricing power on point, potential to keep compounding. $DIS  is more diversified, but is it ready to bounce? Thoughts ride Netflix now or wait on Disney??