we have a news alert at activist firm trian the cofounder is retiring.tement from the firm. we know that trian announced they are rebuilding their stake in disney, remember, in the past, they had been involved in disney, they pared back that stake, now they're back in. >>> meantime, netflix's annual shareholder meeting is about to begin. the stock hitting its highest levels since february 2022 our next guest says the company should take a victory lap tonight. let's bring in tom rogers, he's editor at large at "newsweek." you have a lot of other former titles, too, tom, so, we'll skip those, it will be the whole segment. great to have you. >> thank you >> you've been a longtime netflix bull and i'll wondering, we think they should just say, you know what, we have won do you feel like you have been proven right, given what all the other streamers have have reported in their quarters >> well, i think i've been proven right that netflix was going to emerge as the most valuable media company, and is more valuable than disney today. if you pull out of disney,