Echoing others: Yes, that's a Trump+6 vote recall. Kansas was a fair bit redder. But there is reason to think some Trump voters are claiming to have voted for Harris. This could easily be an overestimated or underestimated factor, hard to say! The sample might be reasonable and others overstate Rs.

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Oh my goodness Okay so that Hamilton+4 probably isn't a fluke, he's genuinely winning I had him favored but dang

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Adjust for 500bp Prime Day shift = $AMZN Retail Q3 strong: US still double digit +11% & International +13%. Subscriptions steady +12% & 3P best in 2 years 13%+. Ads +12% with higher shift impact. Margin at new Q3 high. Fret about AI capex but core isn't problem here unlike $GOOG

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$AMZN free cash flow awful at -$35 billion due to lumpy capex, despite operating cash flow +20%. Will spend more next year but Q4 '26 capex will fall to $45 billion & should generate free cash. Also note transformation of balance sheet as payables dramatically outpace inventory.

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I left Spotify already years ago, for other dubious business practices. You might want to consider leaving too...

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