michelle snyder, kelly talked about the comfort level are we have, how soon we do things.. the metaverse, crypto, self-driving cars. so how would you invest if you wanted to have exposure to self-driving cars in is it too early or do you start to position yourself? >> well, i think we can learn a lesson from cathy wood here in that you can position yourself because the big question to ask right now is what stocks are going to survive higher interest rates. and that's definitely going to be impacting technology. so even though we're looking at companies like human far, for example, that have -- human far that have technology, at this point i think you have to look and step back and look at the macro. yes, technology is the future, but with investors timing is everything. charles: by the way, i do want to let the audience know, last time you were more cautious about the market. did you go through your shopping list? >> absolutely. and going through, stick with the technology theme. so you still have to look at companies like apple, invidia and amazon, tesla, for example. the