The video discusses Netflix's 10-for-1 stock split and its implications for retail investors. While the split itself doesn't inherently change the company's value, it affects investor psychology by making the stock more accessible. Netflix's business has grown to 300 million subscribers across 190 countries. The video notes that the company missed earnings by 15%, dropping from an expected $6.89 to $5.87 per share, following a $619 million one-time charge. A bullish analyst target of $1341.15 within the next 12 months is mentioned, representing a 43% upside. The analyst recommends to pay attention to the business and the numbers, not the headlines.