Apple and Amazon beating expectations as Apple projected record December revenue and Amazon saw its cloud business accelerate. Joining us right now to talk about all of this is Dan Flax. He is Newberger Berman senior research analyst.And Dan, both of these stocks hired today. Apple by about 2%, Amazon by close to 13%. Why don't we start with Amazon just because of the outsized gains that you're seeing here today.What what caught you the most offguard. What surprised you the most with the numbers there. Good ...