managing director, victor anthony with a buy rating on the stock since day one. victor, good to see you. >> thanks, thanks for having me. >> these analysts are coming around. two upgrades on twitter over the past couple of days. you've been a buy rating since the beginning, although we did see the stock drop 60% or so from the highs. are you seeing that there are signs of growth at this point? same size of analysts are seeing. the notion that, for instance, international users make up of big giant% annua percentage. >> yeah, i've been seeing those things from day one. i think the stock reaction we saw several months ago was just the stock got ahead of itself. a bit of a correction tied to the environment that we're in right now for overall high-growth, high-multiple stocks. investors have been overly fixated on twitter. and they're missing what some of the analysts have been talking about over the past week or so is the fact this is a highly monetizable platform. and twitter today is really monetizing. they're monitoring their per user basis at 50% discount to fac