Analysis of Reddit's 'Black Friday Sale List' Stock Discussion & Market Implications (2025-11-22)

This analysis is based on a Reddit post [1] published on 2025-11-22 EST, which listed stocks down from all-time highs (ATH) as a ‘Black Friday Sale List’—including Oracle (ORCL: -44%), Palantir (PLTR: -30%), Meta (META: -27%), Tesla (TSLA: -22%), Netflix (NFLX: -22%), Amazon (AMZN: -17%), Microsoft (MSFT: -19%), and Broadcom (AVGO: -15%). The discussion had mixed sentiments: bearish on ORCL (high debt) and PLTR (bloated valuation), bullish on AMZN, META, MSFT (potential to reach ATH), and NFLX (strong growth/profitability), plus skepticism about framing ATH drops as good deals.

Latest market data [0] shows mixed price movements for these stocks on the next trading day (2025-11-23): ORCL (-5.66%), AVGO (-1.91%), MSFT (-1.32%), NFLX (-1.29%), TSLA (-1.05%), PLTR (-0.57%) as losers; AMZN (+1.63%) and META (+0.87%) as gainers. The Technology sector was up +0.146% on the event date, indicating broad stability.

1. Valuation Alignment
   : PLTR’s extremely high P/E (334x) and P/B (55.54x) [0] confirm the Reddit claim of bloated valuation, while NFLX’s strong ROE (41.86%) and net profit margin (24.05%) [0] support bullish views on its profitability.
2. Liquidity Concern
   : ORCL’s current ratio (0.62) [0] aligns with debt-related bearish sentiment, though exact debt levels are missing.
3. Analyst Consensus
   : Buy ratings dominate for AMZN (90.4%), META (82.7%), MSFT (80.8%), NFLX (64.6%), and AVGO (91.2%) [0], while PLTR and TSLA have hold ratings.
4. ATH Drop Skepticism
   : The Reddit skeptic’s point is validated by PLTR—down 30% from ATH but still overvalued due to high metrics.

• ORCL: Liquidity risk (current ratio <1) may impact short-term operations [0].
• PLTR: Valuation risk (extremely high P/E) could lead to a correction [0].
• General: Assuming ATH drops equal value without fundamental analysis is a fallacy.

• Buy-rated stocks like AMZN, META, MSFT, and NFLX have positive analyst targets (e.g., NFLX +1242%, ORCL +81.1%) [0].

• Event
  : Reddit post framing ATH-drop stocks as Black Friday deals on 2025-11-22.
• Sentiment Trends
  : Bearish (ORCL, PLTR), Bullish (AMZN, META, MSFT, NFLX), Skeptical (ATH drop deals).
• Key Metrics
  : PLTR (334x P/E), NFLX (41.86% ROE), ORCL (0.62 current ratio), AMZN (90.4% buy rating).
• Missing Data
  : ORCL’s exact debt levels, NFLX’s latest growth data, and exact ATH prices.

This summary provides objective context for decision-making without prescriptive recommendations.