anywhere close to being done yet, investors bracing for results out of meta, facebook's parent, apple, amazon all this week joining us is amylverman it's great to have you back on it's an important time futures are up today, which is fascinating, given the numbers from microsoft and google, which were not great some had multi-year slowdowns. what do you attribute this sort of divergence in the markets and individual names >> good morning. it comes down to what the expectations are, right, that were set going in. i will tell you it's been fascinating to watch this earnings season because we had a really different playbook the last two quarters. all these different stocks had been beating the implied moves set out by their options frankly, i had expected it to be the same case this quarter it's not happening at all with any of the big cap tech stocks the other thing that's funny is the options have been bullish. as we set the earnings preview, really the only downside sentiment we saw was in apple. all the other stocks were lagging the fuller sent miments brian. >> yeah. why is that? i'm trying to understand the numbers weren