Shares of Netflix (NASDAQ:NFLX) are up 10% since activist investor Carl Icahn announced that he had taken a 9.98% stake in the company. Should you sell this rally? Buy more? Despite fresh evidence that Netflix is handling orders of magnitude more traffic than competitors Amazon.com (NASDAQ:AMZN) and Hulu -- suggesting precisely the sort of "dominant market position" Icahn referred to in explaining why he bought -- history suggests a wait-and-see approach could be more profitable. Find out more in the following video.

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