i'm talking about the insider buying side ceo ceo gary friedman buying $10 million worth of stock withey in his first open market purchase since september of 2018. now, let's establish a couple of things. that $10 million purchase is nothing compared to friedman's overall holdings. he bought about 46,000 shares. that brings his total stake to 3.35 million shares. also, he did some big insider buying and i'm sorry, he did some big insider selling. in 2022, he unloaded nearly $1.5 billion worth of stock. but let me tell you what really matters. as i said before, insider sell for lots of reasons. maybe they think the stock is headed lower, but maybe they need to raise some cash. buy a boat, private island. a lot of guys doing that. however, insiders only bought for one reason. that's because they think the stock's going higher. by the way, if you missed that open market purchase from friedman, well, you had a chance to hear about his conviction and his company when he came on the show back in september. now, the stock was at 344 at the time. in that interview, he mentioned rh, his history

rh where gary friedman bought a ton of stock himself. caught a double. told you to buy it.fic to see a cold shot that. >> was like a battleground stock rh. >> oh my god. goldman had a sell on it. they had to capitulate. yeah. wow. yeah they capitulated. very exciting time. if you just would walk away from the semis for five seconds disney. interesting piece. jp morgan says nothing good but keeps it as a buy, but at least quantifies what the fires have done. you know, i'm a big believer in disney going into the quarter. yeah i'll talk. >> about exxon versus chevron. i mean let's put up exxon versus chevron. >> i was. surprised that chevron missed this much. i like. >> chevron the differential in performance of the two stocks. if we can do that back in the control room while we talk about earnings from both. both ceos were on squawk box this morning. we of course talked to mike wirth only a few days ago as well about their partnership with ge renova to basically create natural gas fired power plant. power plants for data centers, essentially, but kind of a mixed bag, tim. i m