charles: and i know youal like ibm and american express here as a well, right? >> i do. probably roll their eyes at a ibm, but it's trading around 17 time, it's got about a 7-10% higher price target than where it's trading, so think of it as a long-term holding in that tech space that has room to grow. and we talked about the high income consumer being the one that's really supporting us right now. middle income consumers actually have a confidence level back to where it was in the first quarter of '008, and american express day -- caters to that high income consumer. trading at a around 17 times, so a great name for your portfolio. charles: i was just looking at the ibm chart. listen, they rode the a.i. train all the way up, stumbled a little bit and pulling back, and this fits what you were telling us earlier in the show. victoria with, have a fantastic weekend. thank you so much. >> thanks, charles. charles: so my next guest says there's way too much the trucking capacity, at least on the domestic side, but what's going on otherwise? supply chain issues. supply chain,