with the semiconductors a lot of deal activity there still this etf that tracks the semis, the ticker smh is down again, roughly 8% to 9% from recent highs and within the semiconductor industry look at these particular stocks. these ones here, intel down 16% in one week. applied materials down 7% in one week and nvidia down 5%. three hot spots within technology, kelly, they could be telling us something about the overall health of that nasdaq real we'll see if it continues on that downside trend, guys. back over to you >> and dom, given how concerned people are about coronavirus in the headlines today, it's surprising that the stay-at-home trades aren't doing better. >> the stay-at-home trade, yes the reason we're looking at names like zoom, peloton, vastly, shopify, those cloud computing type names we do know that the valuations a perhaps are stretched. they have had massive runs to the upside so far this career so it may be stands to reason that if the markets do have a broader pullback the ones that have more valuation concerns could be the ones that take a bigger hit. we'll see if tha