highs going into earnings season but if you're looking for other names, in tech to be bullish on, sarah malik joins us with her picks in the sector. sarah, talk to us about earnings we have intel, twitter and snap after the bell intel, you say there is a lack of clarity around the strategic growth plan, but there could be a short-term case here >> intel could be a story of a strong quarter, driven by pc growth, because people are continuing to work from home the question mark there is how does that normalize as people start sending more on hospitality and entertainment. for us the big question on intel is -- what is their strategy to remain competitive going forward, we think we'll get a lot more information at their november analyst day we're waiting for that the question mark is how do they get market share versus their peers. how are they going to extend their capex to become more competitive with their technology all of those questions for us need to be answered before we're more interested in the stock, we're hoping to get better around november. until then, probably more of a trading ra