### Comment:
As mentioned earlier in the thread ^^ mobile use and installed base growth is where the real revs are derived 
  
 They’re just priced too perfectly right now, the expansion is great for them long term and could result in an AMZN buyout one day, but that PE is coming dooooown to 80ish one way or another 
  
 Anyhow, GL, I’m betting the other way tho 


### REPLY:
The fact that you are trading this off the pe makes no sense. Are you short amzn and nflx too? You sound like a poor mans einhorn. I’m with op.

### END.