i sat down with the chairman and ceo of medtronic , geoff martha .many things going on but something right now you want to tell me about . >> we are super excited to be here with all the information we have coming in in the late breaking news we nnounced today has to do something that is near and dear to your heart which is for parkinson's. we just got approval in europe and other countries for adaptive dvs. we can send signals in the brain and we have the algorithm for real-time adjustments to the therapy automatic the. that just got approved . >> with millions of people with hope . >> yeah . >> you are actually a pioneer in this field . >> yep . >> how does this change things? >>> first fall, parkinson's gets worse over time, right? >> the therapy we provide gets updated episodically where the patient goes in to the physician along with the electronics to update the therapy for wherever the patient is. now it happens real-time every day with this adapter. it's better for the patient and better for the healthcare system because it is a lower burden.

people don't care for the stock of medtronic.hey think it is asleepy company. >> i had to get a.i. powered colonoscopy. >> you should ask for medtronic. that's similar to what rfk doesn't like about the drug act. >> the wall street journal about -- first of all, whether he would have the power to outright ban drug ads. you can only imagine the fight over the first amendment. if he is successful in pressuring drug companies to stop advertising or be more transparent about advertising, what that could mean for some of the cable companies that he depend heavily. >> you make it personal. >> that's what the article is about. depend heavily on the ads. >> when i listen to the side effects, i'm not as inclined to get the drug. >> long list of side effects. >> the side effects last for the entire commercial break for the nfl. >> $400 million in linear tv ads in the u.s. last year. $300 million for novo nordisk. >> what is really driving it is botox. >> 30.7% of ad minutes across evening news on abc, nbc and cbs were related to prescripti

cap 100 billion plus is medtronics. this is devices. it's healthcare.made a 52 week high as the market recently did. good relative strength this week play for the breakout. and then finally crowdstrike. also a smaller name but still 98 billion. and the presumption is because the pattern is the same that it too is going to break out. so we play the cards as dealt. do all stocks that are setting up to break out? break out? no, but that is the bet. >> which do you like dan if any. >> crowdstrike is interesting. you remember last summer when this thing got cut in half and one fell swoop? they had that obviously that data issue to me, i just think, listen the s&p it looks fine here. it's back up towards those high. we had that little shakeout here. earnings season. seems like you know it's been okay for the most part. it got off to a great start with banks and the like here. i just think at some point the s&p is likely to take a little bit of a breather here, maybe down 5 to 7% or so. so i don't love you know, a lot of these stocks have come a long way despi