Meta's growth remains strong, but recent cost expansion warrants monitoring to see if it's a trend or one-time.

Meta Stock for example, Netflix, Service Now, Salesforce are close to their 200 day moving average.

I actually was asked exactly that in our uh course member live stream. Somebody's like, "Kevin, you like Meta, you like Netflix? I even like the advertising part of Google even though I'm not exposed to Google, right?" like Kevin, what about Tradeesk?

Now, uh Meta is still growing like crazy. Now, their costs in fairness in the last quarter have expanded uh more than they have in prior quarters. And so, it makes you wonder like is that a trend?

Is it one time? You know, so there are things to pay attention to fundamentally at these various different companies, but the tradeus numbers are bad.