I think Spotify is a really tough business because they give so much money to the music. So I'd go with Uber. Big year for Uber. The consumer's a little bit weak. There's a little more I think cloud spending might get cut. If AWS is it, interestingly, it's a non-diversified company right now. And you know how I feel about the amount of money that they're spending into content, which is a black hole. They haven't learned that tough lesson yet.

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