joining us is tech guru andy kessler. is that a strategy you could deploy? >> i think it is near term. momo is now a no-no. the momentum names got driven up. some say it bond by until tesla and bitcoin are back to $100, i'm not sure about that being the case, but clearly these names were over-owned. it was hard to find a hedge fund that didn't own yelp, for god's sake, so going back to 60 is these -- and i think we're getting closer to the end than the beginning. >> but there's someone who disagrees with you, admittedly someone who was pessimistic. he said that some of they techs are basically in cuckoo land with regard to their valuations, some of them haven't gotten any earnings. he thinks that could be one of the reasons why we could see an '87-like crash in the next few months. do you debuvg that completely, andy? >> yeah, i don't believe that at all. again, you've got to watch the momentum guys. there was a slow rice, and hedge funds moved quick. like i said, facebook and yelp and tesla, priceline, these things were just over-owned. what you will hear o