we're watching twitter pop, on cuban's comments. >>> let's bring in dan and kate mitchell. to you both. cuban's point about earnings, dan, has been held up at least so far in the earnings season, what do we think apple will say tonight? >> well, i don't really worry about the quarter for apple. the reality is they have pretty much close to monopoly in the most important thing that everybody carries, their phone. whether they buy them this quarter or next quarter doesn't matter. the big companies i think mark is right, the big companies get increased leverage, apple, microsoft, facebook, google, you know, amazon, doesn't matter. the bigger they get, the more leverage they have and the better their opportunities are. i think apple will continue to be on a roll for years to come. >> interestingly, kate, mark mentioned apple with a number of other companies including twitter he likes as ai plays, not necessarily something we think about, or hear about often when we talk about these companies. it is not driving their revenue directly right now. are you guys in the valley seeing