Guy says the divergence between Netflix and Disney is abundantly clear.<br /><br />Guy says Disney has to effectively hold at $90 to trade the stock from the long side. <br /><br />Dan thinks Disney will break $90 and says that he doesn't see a lot of risk in buying the stock once it's in the $80s. <br /><br />Dan says it's still Disney and you would be buying the stock at 10 year lows.