5/8/24 - $you - solid eps, floor in, buying pre mkt for MT swing5/8/24 - vrockstar - really a tough one to own b/c there are good cases to stay away (contract questions, issues in Cali) but they continue to beat, the conf call right now reflects great mgmt vision to grow the addressable pie, upgrading ARPUs (as lower contract sales in past roll over), mgn expans