OF THE COMPANY

WHAT DOES IT MEAN FOR OTHER

SOCIAL MEDIA COMPANIES DO YOU

THINK?

>> AGAIN, LOOK, THANKS FOR

HAVING ME, MIKE.

ROHIT KULKARNI

I THINK IT WOULD BE UNPACKING

SEVERAL LAYERS IF IT WERE TO GO

THAT WAY

I THINK THEY PROBABLY WOULD NEED

TO GO THROUGH A SERIES OF DATA

SCRUTINIES, DATA INVESTIGATIONS

AROUND HOW THEY'RE STORING DATA,

SOME WOULD HAVE TO GO BACK AND

FORTH BETWEEN U.S. GOVERNMENT

AGENCIES AND HOW THEY ARE USING

THE DATA

I FEEL JUST THE OVERALL PRESSURE

ON KIND OF PRIVACY AND WHAT

TIKTOK REMAINS AS A BLACK BOX,

WILL REMAIN THE FACT WHETHER IT

JUST GETS BANNED OR NOT HELPS

WITH THE SENTIMENT ON SOCIAL

MEDIA NAMES, THE U.S.-BASED

SOCIAL MEDIA NAMES, FACEBOOK AND

SNAP IN PARTICULAR

SO WHETHER IT ACTUALLY GETS

BANNED, JUST THE EARLY SIGNS OF

THE NEWS GETTING AROUND TIKTOK

WOULD PROBABLY HELP WITH THE

SENTIMENT AND A LITTLE BIT OF

ENGAGEMENT

FINALLY, WITH REGARDS TO

REVENUES IT STILL WILL BE LONG

WAYS AWAY, BUT SENTIMENT AND

ENGAGEMENT SHOULD STRIVE STOCK

PRICE FOR BOTH OF THOSE

COMPANIES IN THE NEAR TERM,

THAT'S FACE POINTS NOW

>> GOT IT.

MORE BROADLY, WHEN IT COMES TO

SOME OF THE LARGER INTERNET

STOCKS FOR EXAMPLE THERE'S A LOT

TO PICK FROM IF YOU ARE

OPPORTUNISTIC.

AMAZON IS CUT IN HALF, META

TRADING AT THE CHEAPEST

VALUATIONS EVER.

WHAT LOOKS PARTICULARLY

ATTRACTIVE FOR NEXT YEAR

>> I LIKE AMAZON THE MOST IN THE

MEGA CAP LAND AND I LIKE UBER IN

THE OTHER LARGE CAP INTERNET

LAND

AMAZON I FEEL THERE'S STILL A

DOWNSIDE WITH REGARDS TOEST

MAM

ESTIMATES SO THE STOCK WILL BE

RANGE BOUND IN THE FIRST DAYS OF

2023

BEYOND THAT, ONCE WE ARE AT THE

POINT WHERE WE SEE LEVERAGE

FLOWING THROUGH THE MODEL,

AMAZON STOCK BACK AND SOME OF

THE EMPLOYEES BACK IN MARCH OF

2022, SO THEY HAVE ALREADY

ANTICIPATED COST CUTTING FOR

ALMOST NINE MONTHS

SO COME MARCH OF '23 WE SHOULD

START SEEING LEVERAGE EVEN IN

SOFT REVENUE DAYS AND MONTHS AND

QUARTERS

I LIKE AMAZON HERE

I THINK AS WE GO INTO THE

RECESSION THE MARKETS THAT THEY

OPERATE IN, ADVERTISING,

COMMERCE AND CLOUD, THEY CAN

GAIN MARKET SHARE AND THAT'S W