Jon Quast

Microsoft is just this constant for the last how many years?

And I think they're going to be there.

Again, we don't have to like it, but we should probably know they're there.

Similarly, Alphabet, I don't even know who Alphabet would be because I guess they're a little younger.

Duke's been around forever.

Yeah, they have some excited business.

They're a little flashier, maybe.

But look, again, winners win.

Alphabet is the ultimate winner.

I think as we've talked, they are pretty well set up to actually put AI to use, which I think is going to be the hard part for these hyperscalers, getting people to buy it.

I like Microsoft and Alphabet there, so I'm going to lean into them as well.

I do like Amazon for the reasons John said.

They're probably a two-seed here, and I'm less certain about that.

Maybe if you would have let me set the list, I don't know.

I probably could have found something.

I don't even know what it would be off the top of my head.

I'm less certain about Amazon, but I like them relative to what's here.

I think that's part of it.

And, you know, and again, I think it's partially, too, of, you know, kind of maybe the North Carolina on this list where you're sort of, you know, not going on fumes by any means, but, you know, you're still both a powerhouse and you're less scary than you used to be.

That's kind of the way I saw Apple, too.