Jason Ware

And that's why it doesn't have a 30p.

And they lost $80 billion on that vertical and then just shut it down.

So exactly.

Well, it's sort of like, I mean, you can't blame the street.

I like Jassy, but you can't, I have some sympathy for that view because I mean, he's following Bezos, right?

So that's sort of like, you know, Michael Jordan retires from Chicago and then like, you know, Jalen Rose is next in line.

It's like, who cares?

Like Jalen Rose is a great basketball player, but he's no Michael Jordan.

And I think that Jassy's suffering from the same effect.

He's a great operator.

I guess you can make another analog with Tim Cook and Steve Jobs, but Tim Cook ended up producing a,

heck of a run in like you know apple's earnings and revenue and like he he's been around long enough to carry the apple story forward in a way where investors finally said okay this guy he's not a visionary he's an operator but we'll take that because look at their margins and look at the growth and um and jesse's still trying to work his way through that i think he's fairly new he's still newish i don't remember when he took the helm it's been only been a couple years um

And so I think he's still trying to show the street that like he's a visionary and an operator and can provide like impressive returns for the stock.

So we'll see how that goes.

But no, I mean, we're overweight Amazon.

We're bullish.

It was up 5% today.

Still like the name.

I just think it matters so much less now than it did six months ago.

Certainly 12 months ago, we opened up the conversation talking about, you know, one year ago today, the market was up 10% because Trump backed off tariffs.