They might have beat revenue and earnings this quarter, but we also got a necessary guide down for the rest of the year.

Gary sounded a lot more upbeat right off the bat. Still a ton of “trust me” for a guy that has said that for many years now only to not deliver on anything new in over a decade (international in particular).

Am I the only person that read the shareholder letter and felt like Gary was angrily typing various sentences in all caps because he thinks everyone else is stupid?