I'm guessing he is thinking how can he possibly unwind a billion dollar gain in this stock without tanking it. It must be a nice feeling to have knowing your investment has paid off 4 fold in less than a year, but must be a very uneasy feeling knowing you made a billion dollars that will go "poof" once you attempt to convert it out of that investment.
He obviously is trying to get out now. This is so obvious. NFLX doesn't even move up when the other scam stocks make headfake rallies. He knows he has to get out before next earnings report, because subscriber growth will be nothing, or negative. NFLX is losing content and subscribers are canceling.
so he can get fleeced? next er will be a doomsday scenario for nflx...if Icahn is quiet, then he's unwinding his position---he ONLY makes noise when he wants to inflect a stock up or down. The guy is a pure #$%$ that uses his pumped up reputation to move stocks in which he's long or short. There is no magic or brilliance here....,move along.