growth with iot, 5g, and other applications and think a diversified hardware semiconductor company like broadcom is a good place to be for investors the danger is to be too short-term focused. covid remains a threat we don't know exactly how this particular variant is going to play out if you hold some of these secular growth names plus recovery names, and then also remain exposed to the broader economic recovery, for example, through owning banks and insurance companies and even energy, we think that those really diversify a portfolio well as you know, we use individual stocks to build our client portfolios and so we can really pick and choose. while the market overall might look a bit expensive, there's still very attractive valuation opportunities out there. >> and that reprising on friday, meghan, drew in some retail buyers 2 billion of retail inflows as the second biggest on record according to some data this morning that buy the dip mentality apparently is there among some >> yeah. i think investors have been looking at the gains so far this year across equity indices and feeling, you know