stitchfix is incredibly well run, as well as roku if everything goes perfectly for stitchfix, it's notfectly. >> >> if there is a trade war, maybe not. >> well, work, i looked for tepper, love him dearly. he caught me a lot of lessons, but look, i've been following stitchfix and recommending it on "mad money." if you look at nvidia, that is priced for perfection. listen, be careful, but if you read the whole report, it's actually not that negative they're say priced for perfection if things are priced for perfection, they will come under pressure, because a lot of analysts say i want to ring the register i don't mean tore equivocating, but these are not dot-comes, they're really well-run companies. >>> why is the market rallies in the face of higher yields? >> the last group that led the rally were the financials. i think they can continue to -- ahead of what is beginning of reporting season i know wells fargo, obviously burdened by different issues involving their lawsuits, wells fargo having an excellent quarter. i know that jpmorgan is having an excellent quarter i do think this gro