joining today's panel we have evan knew mark and kate kelly and ryan larson and "fast money" trader timome one and all. evan, i will start with you, these earnings that we got yesterday from amazon, from alphabet, from microsoft specifically really seemed to be some sort of inflection point, don't they? with the cloud business and tech investing. >> i think it's been a great week for the market. i would remind you, kelly, in case you had forgotten that the s&p 500 basically flat for the year. >> better than down 7%. >> absolutely. much better than down but it's not like all of a sudden the market is up 10% for the year, it's flat for the year. what that masks is the tremendous performance that's underlying a lot of these big tech names. i'm looking here, you have amazon is up 92% year to date, google, alphabet up 35%, facebook up over 30%. even the ones that haven't performed, apple, which is up, you know, 6 or 8%. >> right. >> are people dissatisfied? that stock is up 75% from last spring or over 50% from last spring. my point is these are huge moves in the tech space, but what you see