If you are long US and/or the logistics portion of on-demand, digitally assisted marketplace economy, it's not a bad idea.
For example, it's impossible to invest in just AWS without AMZN's other business. However, AWS is far less susceptible to the current macro geopolitical instability than AMZN's retail business.
For example, it's impossible to invest in just AWS without AMZN's other business. However, AWS is far less susceptible to the current macro geopolitical instability than AMZN's retail business.