The numbers, not talking about trump rallies, any repateuation yet, any of those tax reforms, the raw numbers that people have delivered. When you look at apples numbers, blew it out. People had no idea they would do as well as theyre doing. Services being the focus. Look at microsoft for instance. You look at the earnings this quarter so far, from the technology sector, it makes sense thats a leadership. Is this too much though, joe . Are these stocks getting out of control . I tell you, the nasdaq 100 up is 17 year to date. 6. 5 in a month. No, its deserving given you could check the boxes, growth, future earnings. So i think you dont get a complicated strategy here. Youre not looking to get in and out of these names. I think you want to look at opportunities. Theres names out there. Amd, with john and josh talked about. Earnings didnt look like they were so bad. Analysts say the stock recovered, i think thats a name and twirt is back up 19. I will buy twitter in the nekts day or so.