Zaid

Stock popped, what, 6% or something like that?

And it's actually up 20% from its lows from a couple weeks ago following the court cases that they lost in California.

So the street is seeming to kind of come back on Meta here.

How do you see Meta's AI strategy playing out?

I think it's a Zuck thing, right?

He gets obsessed with something.

He just wants to win in this space.

Whatever that means, there's no clear strategy.

We saw this with the metaverse.

Changed his name of his company.

Same things happening here versus like I think Andy Jassy, CEO of Amazon, said something something like they see a return on all the money they spent on AI CapEx.

Like he literally said that in recently this week.

But yet the street, maybe it's just Jassy that the street doesn't like Jassy for some reason.

I don't know.

They're just like, yeah, I don't care.

Amazon, we're not going to we're not going to give you the benefit of the doubt here.

Yeah, I'm going to be curious to see how the especially Amazon and if Jassy can kind of communicate that story.

And so, again, earnings season coming up.

Very interested to see what they say.

I want to zoom out a little bit here because, you know, and cover some topics that not not that many people are talking about anymore.