All right, welcome back. Let's start with a call today on Netflix which was interesting at NEM reiterated by like the stock. They're bearish on the WBD deal though.They say Netflix loses if it wins in a Gen AI future. WBD is an anchor. They suggest it would put in a third 83 billion of additional value at risk.They say Brian Belki, I've heard from the others on this one already, but I want to hear from you. Should they have made the offer for WBD. Do you want them to get it.How do you feel about the stock n ...