knowsive we have the repeating circumstance big supercap mark key names and not acting well post roultsgoing up and fading or straight down we make the bet apple will be able to sustain a bit of a pop after its earnings let's low back a a few charts. this is a two-panel chart going back the entire past decade, 2009 to present. the key is this. we know apple has been in the upfriend and been a great performer but actually let me just zoom in here. this of late is only just now apple outperforming the market so take that away. this is relatively performance to the s&p it peaked as far back as 2014 and just now is apple starting to actually outperform the market of which it is the biggest component. we think that's a positive and we make the wet bet apple is going to be okay post earnings in terms of the charts here is a chart, no drawings no judgments. no annotations by me here is the well defined channel in which apple has lived the better part of two years i mean very precisely responding as is so often the case. makes you wonder why i study the fundamentals my hunchis we are moving to

. >>> subscribers joining us to dig into roults.irection if i start with you what's your take on this clearly volatility exists but this quarter in the correct direction. i didn't think they would miss twice. you had earnings estimates they matched on revenues i think it's been an awesome growth story the stock has tripled in the last three years it is up 70% by the close this year i think it's just been an awesome growth story and continue to be an awesome growth story into some of the international markets. >> what did wall street get wrong? goldman sachs lowered their target on friday was this a big surprise? >> well, i suppose you know, fear of the unknown for anybody in any context you know, the strongest store rirs end up being those most expensive stocks this is case in point. >> are you worried how much they will have to spend on this subscriber growth >> i'm sorry opinion you cut out a little bit -- do they need to spend aggressivively to keep up the growth. >> basically. >> but they are president spending intelligently but

>> increasingly, americans and people around the world are actually getting their news roults from soom some of these sources and if you can't find certain voices on the right, then in fact people are getting a very skewed perspective on the information that's out there. from friends of mine anecdotally in politics, you find the ones that are put in facebook jail or who are banned, almost always on the right. very few on the left. so that's obviously going to impact the outcome of what people perceive. stuart: what's the reaction to you in san francisco? you are fairly conservative. not too keen on the caravan. >> no. no. i wear a baseball cap and try to go incognito. we don't put bumper stickers, trump stickers on our cars. stuart: i hope you don't have any problems as a result of appearing on this program with me. >> i hope not. we'll see. stuart: time will tell. thank you very much for being with us. >> my pleasure. thank you. stuart: you got to take a look at the big board again because we still have a sell-off. down 1.3%, about 340 points. to the downside. i promise you, more aft