they talked about the un underperformance of the nasdaq versus the s&p this yaear and ae versal of whate saw in the pandemic in 20 20 but i've been looking sort of within tech at the qqq, the n nasdaq 100 versus the arc o innovation and that really tells a big story here it is sort of the megacap that we've been talking about that have had another great year. but these momentum names have really taken it on the chin. >> absolutely. they dominated the market the more speculative things in the first couple of months of the year keep in mind last year at this time, it already had a tremendous amount of momentum and it continued for another let's call it six or eight w weeks. and it it's not just size it's proobviously kind of the bd in the hand effect of these big platforms that are already profitable and predictable and you have something like a mi microsoft and it really is much more about you know, just p plugging yourself into this long term kind of cash flow machine as opposed to to really having to have a view on all of its component businesses and where they're going to go, what is