. >> there is the opening bed nextdoor celebrating its listing via spac over at the nasdaq, it's broadcom what a week. we have a data center event at amd. >> that's high performance computing, something that the milan offering -- lisa sue picks these italian cities to try to -- so it's going to be -- >> kind of like apple does with operating systems? >> yes, it's a aggreat guessing game >> these are people who have become rock stars. >> but also, with the exception of one company all machines are made -- >> here? >> yeah asml is dutch. we've been blocking asml from selling to china taiwan seems to be taking -- i mean, china taking action against the deal it's 51 jobs the communist party. >> which deal are you talking about? >>. >> j.o.b.s. is the symbol, so it's easy to remember. it just gets crossed that was the whole point of the segue. >> it took me a minute to get there. >> >> there is a lot going on, but the attention will be stolen thorn by, jim, as we said at the top. uri. >> people have rocks in their heads to buy these everyone knew this when we were going over the piece this wee

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

also look for the strong secular drivers where sales and earnings will grow tloong -- a company like broadcom, qualcomm. there's ways to avoid the plain of inflation, but it does mean being pretty selective that's why we're picking 45 to 50 equities, and being pretty selective about the mix that goes in there. >> also inflates hedges. so owning some international stocks as that second recovery comes along a bit later in 2022 could be another good source of appreciation in a portfolio. >> what do you think, tim? what's your latest we haven't spoken in a while. >> i think we'll get a correction here coming over the next year, but i still think the market will be higher than it is today a year from now. maybe we touch 5,000 on the s&p, but able we have about a 15% correction to joe an's point we could get one with inflation fear yet. at the immediate moment one of the fourth wave of covid, leading to slower growth concerns, an it's showing up big time with cyclical stocks as of late, returning to growth. what i'm a little worried about is, if covid slows the economy down again, and then inflatio