Lou Whiteman

What they are offering for a company like Apple is we're going to run your own warehouse.

We're going to manage your inventories.

We're going to manage all of that in a dedicated facility.

I can't speak for Tim Cook, but I doubt Tim Cook wants all of his inventory just piled into the back of random Amazon warehouses.

Capacity where you have it matters, unlike data centers.

I don't want to whisp past a graveyard here.

I think there's a real threat to these companies, but I do think that it's going to be harder in practice than it is maybe just with data centers and some of the other areas.

I think these other companies can survive and thrive even with Amazon.

Yeah.

Sterling's up 47% last I looked today.

That's brutal.

And I get it.

And I don't know if I've ever been there where 47% up a day and oh no stock I sold, but it feels terrible.

And I get that.

I got to say though, taking profits to me is never a terrible thing.

So

I do try and appreciate the fact, well, profit is good.

I don't think there's a perfect formula.

The closest thing is something Matt said is that I try and look at the reasons I bought in the first place and ask, are they still valid?

And if they're still valid, I'm probably want to hold on.