Sanmeet Deo

But it's a very high-valuation stock.

Because it's a very high-valuation stock, they recently in the quarter reported some slowing guidance for revenue for the next quarter.

That doesn't look so favorably when you have such a high-value stock that isn't executing to perfection.

Not too concerned, because as a business, this company is performing phenomenally.

I'm going to agree with Rick.

I think Sentinel-1 will get there faster.

Snowflake is a slow burn.

Like Rick had said too, this is one of those companies that they're going to make some big investments now, and then you're going to see, way down the road, those investments paying off in cash flow generation that will be sustainable.

But they have to build for that.

When it was rumored, I wasn't so hot on it.

I am a Netflix shareholder.

It's been one of my biggest and best holdings.

I wasn't too hot on it.

As I started to think about it, the announcement came out.

I'm going to say I'm going to give it one thumb up, one thumb down.

And the one thumb up is more for the strategic reasons.

I think this puts them as the streaming media powerhouse, like Disney Who at this point.

And down the thumb for just the fact that the financial burden is onerous.

I

They have a relatively lower debt profile, a leaner, meaner company.