rather zales or jensen wong or the sanjay mehrotra of the intel.not forget intel completely forecasted wrong. so i think a lot of the problems stem from the fact that people don't know how uncertain things are, short- term. longer-term, we do need this very badly because we put a ban on solar panels. what happens if the chinese decide to put a ban on chips? semi chips here. >> it could be an issue. >> put it on your sheet. some of those who are in opposition of the c.h.i.p.s. acts talked about how there were opportunities to manufacture tips for u.s. companies in china. legacy chips, so called. >> legacy chips. to apply materials, they had a summit. ford was there. ford is deep in this because they are involved in chips. and global found use was there. i feel that this issue we talk about is the handouts, because he is coming off as very wealthy. why don't they do it themselves? it is an answer to discuss. it is way too expensive to make chips in our country. that is the reason. no one will talk about it. you don't make chips in this country becaus

we tried getting sanjay mehrotra telling a story that -- i'm not sure we succeeded. >> the cfo loweredoom on the cloud. it was quite a comeuppance to a tremendous secretary gina raimondo, who worked very hard, ron basically said we don't need any of that equipment. >> they did announce the $40 billion expansion. >> right, but it was totally timed. they did what they had to do they had to speak. they could not tell people that will things were good at a conference i wish he had said what was said in a conference, which is that the cloud is weak. that's what caused the market to roll over. western unable to get that as reporters, we could not get that. >> i agree i've never done an interview that i was happy with, frankly. >> how about the bank stocks they're the winners. remember, what do they pay me, jpmorgan >> 0.0001. >> this is very similar to 1992 with greenspan >> let's talk about bristol-myers. >> is that rhetorical? >> no, the stock has been up every day despite the news. >> they're up for the year. >> i don't know. are you pointing to the possibility of something unexpected >>