marc benioff from out there in davos. now we want to get to the markets. some shift movers. morgan stanley updating micron and western digital this morning. the analyst behind that call, joseph moore good morning >> hi. good morning >> so tell me, what's going on here because you say there's some changes in the memory market in particular the buying activity. is this about sentiment, about people stocking up will it have impact as the year wears on >> i think so. the two companies we upgraded are manufacturers of semiconduct semiconductors it's still a commodity we've seen prices go up since, you know, the fourth quarter we missed a big move by being a little skeptical about that early on in the fourth quarter, a lot of the strength we were seeing was being attributed to things you're referencing, inventory build, tariff anxiety, and a lot of the channel checks we had said we would get past these december 15th potential tariff and there would be air pock net demand demand in the last 30 days we've seen good demand, firming of pricing and conviction that prices will continue to move higher throughout the year. even with the stocks having done what they've done, relative to the rest