the cnbc real time exchange, the big board, strine acquisition, and at nasdaq, the atlantic conference talking about bmo, replacing their top pick from netflix to -- sorry, from amazon to netflix in large part because of regulatory risk >> just enough doubt in there as to whether it is going to be an overhang on amazon this idea of breaking up the companies or trying to somehow limit their power. it still seems like net positive on both stocks, but netflix has been that one stock that really does not come under scrutiny for these reasons, right what is interesting is last year, if you remember, faang diverged and it was facebook and amazon vastly outperformed facebook -- i'm sorry, netflix and amazon that fastly outperformed facebook and google and apple for a while. it was because they're not doing the advertising game, don't really is a lot of the sort of privacy concerns, people buy the product, they know they buy the product and it is a direct transparent transaction. amazon is -- just because it is so big and powerful, getting slid over into the shadow. >> the note was a good read