katerina simonetti, morgan stanley, private wealth, thank you very much. we'll see you soon. >> thank you for having. >> me, dan, given what she just said, are there favorite sectors that you should be in given given the backdrop that we've seen develop. >> we're seeing rotations. >> within tech. and again you know out of semis, semis have really been flat over the last six months or so. obviously nvidia and taiwan semi have been big outperformers but it can't get the socks the socks going at all. next week is going to be obviously an important when we get nvidia's earnings. and obviously i think the whole sector should likely trade with it. on a day like today, though, i look at the fateful eight, right? i don't see many of them up. you know, nvidia was up 3.5% at one point today. i think it closed up 40 basis points. microsoft closed up a little bit. the rest were down. and you look at software and it's doing pretty well. so you're seeing a bit of rotation within tech. but when you look at some of these other areas that we just talked about, some pockets