The suddenly rediscovered willingness to believe on the part of Netflix investors is just a little bit irrational - especially when set beside what's happened to Apple. In Apple's case, investors witnessed some minor disappointments and spotted indications that the company's growth rate would no longer be as astonishing as before. The stock has been hammered. In contrast, all Netflix had to do was post better than expected results, and suddenly it is the market darling of the month.