@frankwang Hi - it's small, at 1-2% currently. I have a post coming explaining my thinking. I don't think we will see $18 again. I like the set up for CFLT at current price over the next 2 years. I think they will benefit from new tailwinds from AI (data clean-up and consolidation) and the Immerok acquisition. Plus, they were one of few software companies that maintained their FY2023 full year estimate from the preliminary in Q3.

@stackinvesting thank you Peter! For some reason just saw your comment now. Great earning by CFLT.