let's get to top social media analyst michael nathanson, senior research analyst at moffett nathansongree with my sources who are pretty much saying it's microsoft, they've got the momentum, they are the ones with fwthe biggest cash pi, they can pull it off? >> yeah. i trust your reporting on this. oracle seems a little bit out of left field yesterday. microsoft has been expressing interest and they clearly can do a lot more with this asset than oracle can. liz: when you talk about what microsoft could gain, we can show what the stock itself has done since around august 6th. that's when president trump said tiktok, which of course for those of you who don't know, is a social media short form video app, tiktok is a company that has actually, you know, has ties to china, it's a national security threat and microsoft's market cap has actually gone down but you know, the stock, when you talk about all that's been happening, microsoft could really use this. what advantage does it get from owning tiktok's u.s. assets? >> well, the question is, what can they do with this, right. so digital m