Thank you Anthony
Its recent results were fairly strong, sales grew 34% year-over-year, but its guidance disappointed investors - with a sales guide of 27.5% growth, and the outlook also implied higher costs that could dampen its upcoming quarter's profitability. Its margin profile might see some pressure in the near-term as its merchant solutions segment has a lower margin and is driving most of its growth right now. Its developments in AI-driven commerce tools are interesting, and we feel it is positioned well to take advantage of the AI agent theme, but it has a premium valuation, and the weaker guidance has driven the price action for now. We continue to like it as we feel management is being proactive about AI integration, but it may take a couple of quarters or more to see positive momentum again. We continue to like it for a long-term hold, but we would like to see it find support.