HomeMarketsU.S. EconomyNelson: the ‘War is Over’ for NFLX, ICE a ‘Growth Stock’

Nelson: the ‘War is Over’ for NFLX, ICE a ‘Growth Stock’

“This administration wants to change how the economy functions.” David Nelson discusses the “velocity” of changes in the U.S. and what levels to watch in the market. He sees an opportunity in Intercontinental Exchange (ICE), calling it a growth stock, and Netflix (NFLX), saying, “The war is over. Netflix won.” He also touches on Nvidia (NVDA).

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18 Mar 2025

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