he is rob bartonstein. rob, welcome to the show. thanks for joining us tonight. >> thank you, bill. good to be with you. >> i'm very anxious to get to your third pick. let's take these things in order. you like amazon, even though it's at all-time highs and people are thinking it just can't keep the growth rate going that it's had recently. you disagree, i guess. >> yeah, i would strongly disagree that it can't keep the growth rate that it's at. if you look at the last five years as the roadmap, amazon's been able to develop its cloud computing business very significantly. obviously the prime membership and prime businesses which include their prime video, which is movies and television and other content, as well as music. their last mile delivery service and their distribution centers. amazon is firing on all cylinders. at this stage of the game, it's kind of hard to tell in some places where the internet ends and amazon begins. >> and a lot of people are buying it because of the cloud business as well, right? >> correct. yeah, amazon web services is a big component and a big drive