The Disconnect Between the Market and the Market

Too many people think in absolutes right now with trading. The market is so forward looking sometimes and doesn't mean that it's right all the time. We've had multiple large gaps in Netflix after earnings, which to me is just another reason why earnings are so tough to trade around. You have to kind of back out like everything that happened in Russia, they turned off all the users in Russia, right? So you still back that out and we still had most analysts expecting pretty significant growth in Netflix subscribers.