absolutely if you take a dip in the stock, you need to make sure that is a stock you can own or asml or broadcom, any of those companies in semis for sure. charles: right. >> i don't think it translates to every single company. i don't think it translates to verizon or something like that. charles: i agree. it is a tricky thing. we're 300 names into earnings, if something is popping and exploding that is a great problem to have. if something could have exploded if they have the product, and you're not sure as an investor that makes it a lot tougher particularly when the rest of the market is up. jamie, erin, thank you very much. folks, 2:00 p.m. eastern we'll have breaking coverage of the fed decision. tapering is a given. what about hints about rate hikes? you have to tune in for this. i have a guest who is calling out jerome powell creating the widest wealth inequality since feudal times. despite senator manchin saying president biden's spending proposal is a shell game, nancy pelosi wants have a vote this week. i will give congressman mark green's take this week. ♪. i promise - as an indepe