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positions. plus, seven stocks to be bullish on ahead of their earnings the investment committee is ready to go. half time report starts right no now. welcome good to have you with us j joe, and cnbc s jim cramer you know him, the host of mad money. s&p and nasdaq jim, i turn to you with the question we asked at the top, whether the market is over valued in a danger zone or not. i think it depends on tech. it actually depends on tech. 20% of the market is tech. you could have great numbers from facebook, which i think you could have it, amazon not being kept down from the fact that amazon services has bottom there had, versus azure. netflix, i didn t think, was that bad alphabet could be good i believe apple might be a real growth spurt f those happen, i think it s going to take up a lot of the worry and i think every one of them could. instagram for facebook has taken off as the single best way to advertise. i didn t hear anything at on the netflix call. on t ....