Is Facebook a Walled Garden?

Facebook is probably arguably the mostder d fang, at least at this point in time. I think that moving past earnings into 20 22, i think that the cychlical dynamics are actually a really good set up for technology and for growth. And without the fed raising rates, what usually happens is interest rates follow mis lower, and that ends up being a pretty good environment for a lot of these stocks. We'll talk about facebook a little bit later, in terms of some of the recent issues, a with apple and and the data tracking.