a week ago or so warned it would miss its revenue target, then you had today, a totally different reac. everything tells you it's not market -- people feld they owned too much it's just the way it's going >> appear staysia what do you think of the big-cap fang-type stocks >> i think the semiconduct or specifically was definitely --, and semis took out as the most optimistic and most bullish on global rebound i do like to see the repricing in those, as they price in more trough, you know, type of growth estimates. and, you know, as far as some of the larger-cap stocks it is hard to go against those. if you think about who the actual beneficiary is, it's a large of these larger cap thing about videoconferences, about the a.i. application bertha coombs is at the post. >> it looks like we're going to close the lows of the session here it's also a reaction to bernie sanders' big win in nevada the worries are back in forth today. for unitedhealth, that's a big part of what it does, but the analytics unit would be basically decimated if bernie sanders prevailed. and the 30,000 doctors would a