Sanmeet Deo

So profits may come much later down the road.

Yeah, this is a classic case of fantastic business, tough stock.

Because the business fundamentals just continue to improve quarter after quarter.

They're continuing to announce strategic partnerships.

Their pipeline is growing with RPO.

It's surged 37%.

So, their business fundamentally... And they also signed a deal with Anthropic to create a software layer to their data, warehousing, storage, all that.

So fundamentally, this business just continues to perform and execute.

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.