rob sanderson, senior internet analyst at luke capital markets. b, welcome. >> hi, thanks for having me. >> i always kind of chuckle a little calling bulls contrarian because we're so used to it's harder to find people bearish on these stocks. not in the case of snap. >> they lost struggles. they've been underperforming in terms of ad monetization. much of this has to do with changes that they've been forced to make through their advertising technology stack in response to the user tracking changes that apple implemented late last year. they really struggled to get back on track here. it's been quite disappointing. management offered very bullish outlook before we hit -- started entering this period of elevated inflation and that proved to be, you know, really misguided and credibility is an issue. so there's a lot of reasons why people are skeptical about where the company's position is. >> yeah. >> and that's where we lie with the stock. >> you're not among them or maybe you are but see more value here. you have a $14 price target. we were just s

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