Dan Ives

And that's been huge, the re-rating that we've seen with Google.

But if you look at Amazon, outside looking in, right?

I mean, Jassy, even though he's an AWS guy, really, Anthropic's been the opportunity.

Underwhelming.

Last night, I think it's an inflection point quarter for Amazon.

I think this now is going to change the view of Amazon when it comes to the cloud piece.

Look, some of the parts, that's how you get the $340, $350 stock.

And this is a very, very important quarter.

For the two MAG7, if you think about Apple and Amazon...

Both sort of like they're sitting at the table by the kitchen, like at the wedding, like with the random friends, like they get put that random table.

They want to be at the cool table.

Now they're there.

There's a better chance of me not eating chocolate Sour Patch Kids tonight than this thing actually getting voted down.

I mean, the point is this thing is 100% getting voted for.

The reality is that Musk is Tesla, Tesla is Musk.

He's a wartime CEO right now.

You need him in this AI chapter.

And then also, I think they're going to vote for the XAI ownership piece, which speaks to Tesla is an AI in it.

It is an autonomous and robotics play.

It is not about deliveries, in my opinion.