Okay. From there, we're talking Amazon. Amazon, great company. AWS growth is accelerating. It's it's a cleaner story than Meta. And the reason it's a cleaner story from Meta is the AWS growth is accelerating rapidly.
And that gives the spend a lot more leeway than with Meta essentially. Okay? You know, Meta is in a situation where they're spending so much money and people like, "Dude, what are you spending all this freaking money on meta?"
Amazon at least people are seeing the some return on investment. They're seeing those AWS numbers accelerate much more quickly than anybody anticipated. like, "Okay, we're getting somewhere here."
Uh, Amazon's just a great long-term hold. I feel comfortable with the position. So, I'm just not interested at all in selling stocks like Met selling Amazon. I'm um those are type of stocks you you buy them, you throw them in the filing cabinet, and you know, the short term is going to be the short term.
At the end of the day, Meta is going to be a massively larger company 5 years from now than it is today in my opinion. Same thing with Amazon. And so, there's just I have no interest in selling those position.
They were way oversized maybe, but they're just not. I feel comfortable with the sizing of those two positions given how strong those business models are.