Good morning. This will be a short one… anticipating a longer piece this afternoon, after the Netflix quarterly report lands. Wall Street seems to be all over the place in anticipating this report. CNBC had a “Worst Quarter Ever?” headline before having on a guest who luvs the stock and the company and everything they do is genius. Netflix told everyone that they would not be offering guidance on sub counts in the same way moving forward… so no one knows what this Investor’s Letter will look like… but bulls are still pushing the new ad tier (