i tend not to like this kind of thing, but -- skyworks, barclay, skyworks, a company spent a lot of timese yet is incredibly good company that makes -- by the way, they're not foundry-like they actually make it. they've gn a great -- obviously now i'm talking about apple. fight club virtual fight club, i think it's ready to run went down off that position. just regular run. >> why >> because i think apple's going to do well. >> you do? >> i think apple's so big. you know i'm not in the 22nd maybe it's great, maybe it's bad. i'm saying that apple is going to put up good numbers, and it's gotten cheaper biding its time. a great stock this year. >> no. apple hasn't done much of anything, we can look, since september. if we take a look. >> doing well. they do a lot of customers doing a lot of different things, but this was -- this piece was about apple suppliers, and corevo, too. done quite well. i don't like the name corvo, too much like pervo >> margins on that were good. >> stay tuned. skyworks has been so bad yet it's such a great company. >> all right >> there you go. >> there you go. g

i wanted qorvo and skyworks. they're cell phone chip makers without them you won't see them rally beyond faang the second a, not the first one. apple is going to react to -- the stock of apple katie raised the price target. she's signaling buy apple. buy apple. so what have we got here we've got drug, we've got high growth, tech, infrastructure, dining, bank, cell phone chips ohh-la-la. the definition of an opportunity in a wide, good breadth market what makes this list so important? simple for months this has been zero sum. either the boom or bust cyclicals. oh, it's a value market. it's really just a growth market who are those people occasionally it's been a market led by oil which is bad for pretty much everybody. these rallies weren't jail breaks, they were suggestive pro lease through the bear house we had given up on the federal government doing anything else to bolster the economy beyond the latest covid stimulus package. all that's left will be a bound at this full childhood package target, walmart, whic

that's skyworks, qualcomm. big discounts to the market in the latter two that's why rising rates should not affect those stocks but that's a function of, again, my next point, which is that sure we haven't had a 5% correction or no less a 10% correction, of course, but that's on the indices. that's not on the underlying stocks and underlying sectors the rotation we've seen in the market is like getting musical chairs it's happening every day and those corrections have in some case been very violent so it's a stock-picker's market. that's the opportunity you have to get into those misplaced stocks, ignore the top line moves, the machinations there, ignore the vix which, to me, can neither be a sign of complacency, if you're looking at where it's come from or a sign of the fact that it can go lower because historically, the average on the vix is low double digits, not the 16 where we presently are. so overall, yes. there's always the opportunity or always the chance to mark a correction of 5% to 10%. since the be

yet skyworks is growing at 50% on the front end of a ten-year cycle.igh as i will go. >> let's get to lordstown motors some news crossing there phil lebeau has the details on lordstown for us. >> take a look at shares of lordstown now down about 12% remember last friday we talked about the fact the company had not filed a 10-q in it the company says it may not have enough cash or the cash levels may not be strong enough to start commercial production they also are amending their annual filing with a going concern notice they say we require additional capital to implement our business plan and it it may not be available on acceptable terms if at all, creating substantial doubt as our ability to continue as a going concern the company also says it does not have sufficient liquidity to fund commercial production and launch the sale of electric vehicles that raises questions about its ability to continue as a going concern. there you see shares of lordstown motors down more than 11% after filing this 10-q they are supposed to, at least the plan is as of ri