seema mody is here with that. seema, we've been pretty fixated on chips because they've been a big point of weakness. but part of that jp morgan note that i read earlier to our viewers where they suggest to still be cautious on tech overall. they think you're still going to have a rotation from semis into software. >> and that may just be playing out today. the price action, suggests, scott, that investors are looking within the tech trade at the subsectors that are less exposed to tariffs and geopolitical tensions. that was sort of the thesis when president trump won and why we saw the ig sector etf hit a new high on this idea that it's not as vulnerable as the chips are to the cascading effect of tariffs. you'll see names like adobe or actually higher today amid today's sell off boxed.com higher as well. will be waiting for earnings tomorrow from crowdstrike, one of the big players in the cybersecurity space. but overall, the ig software etf is outperforming on a day where the broader nasdaq is down. and i think