Just a short post to comment on the results for Google and Amazon(and Meta, a position which I started building into since the start of the year). I thought all 3 had excellent results(especially google for which I had some reservations(see H1 performance commentary). Overall I think these stocks will have the least amount of disruption from the tariffs which shouldn’t be underestimated(bureaucracy and toll on management time such changes take).  So continuing to hold happily.