Joining us now, Mark Mahaney, Everore, senior managing director of internet research. Mark, great to see you in person. Um, we mentioned the Google 60%.Most of that move was in the second half of the year. So, it's it's sort of an interesting dynamic here where it's no longer a top pick because of the recent run, but you still think it is firmly in the hold in the buy camp, I should say. >> It's a quality compounder.So, we've had a stock that went from 15 times earnings to almost 30 times earnings in a six- ...