Amazon Soars on Fastest Cloud Growth in Years

It's a surprise upgrade cycle. I mean, that's the reality. You know, for so long we've always talked about, you know, these upgrade cycles, a potential super cycle, and this is a surprise upgrade cycle.

And I think especially what we're seeing in China. Well, China was a decliner. Now you start to see that increasing year over year.

That's an industry that's coming up in terms of numbers. The New York City cab drivers embarrassed to Apple last six, nine months. So that's this is a bullish scenario, especially leading into what I believe now will be the year of a I me a Google partnership for Apple 75 200.

Share that. Let's go back to that. What is Apple's strategy going to be or should be, do you think, today?

It's invisible? Right. Today in the party that started at 9 p.m., it's now 10:30 p.m..

That party goes to 4 a.m., Cook and Apple, they're on the outside working behind the velvet ropes. They all can do the party through the window. But what I believe they're going to do now, once Google one that DOJ is sued, that clears the road for them to do a significant Gemini partnership where ultimately the consumer revolution goes to Cupertino.

Well, look, we're talking air spend. We've got to talk metaphor because they're the complete opposite of Apple, Right. They're just throwing the kitchen sink at a right now.

But Wall Street, are they approving of the spending that is doing in that space? Look, in my opinion, it's a table pounder when that stock sold off. Yes.

Because my whole view is this is an arms race. You want companies to spend now free cash for earnings obviously gets hit. But the reality is, is that this is a fourth industrial revolution and you want all these coming from Microsoft to Google to matter to what we see with Amazon.