so perhaps the market is starting to believe what susan colins of the boston fed said we're not done. what's the trade? >> well, not going to try and time the market but we are closer to the fed finishing thornhill tore t hiking rates higher and no. 2 is intel and there's value and i like the ceo pat focusing on chip production and winning companies like nvidia and app and will others to be their producer of their chips and most of the chip companies are fabulous and need a fab company and most companies do use samsung and taiwan semiconductor. >> yes, rightly so and nvidia is a chip designer and farming out the manufacturing and liz: there's huge demand and need production and supply to fill that demand and they've poped out that startups are going into debt in order to get these chips from nvidia. so why would taiwan semi-be down today, 1.5%? >> that makes to sense when i look at that trade and they had ball lapsing issues earlier on and light effect over the past few years and it's a better trade than nvidia and getting it at a much underpriced stock and they're the commoditity, i

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