joining me for the hour today liz young, joe tarenova and jim la

joining me for the hour today liz young, joe tarenova and jim labenthal. the dow is fractional winner today up 40 points there's the nasdaq the bigger loser today down 1.25% 372, ten-year note yield nvidia is so emblematic of tech lately and for the year. it's down 53% from the high and crazy, up 44% over the past month alone. you sold it a couple weeks ago before this earnings report was going to come out. what were you concerned about? >> beta. concerned i was going to accept too much risk on an industry i'm not sure is pc, is mobile at the trough are we going to see further weakness for data center, for industrial those answers we're going to identify tonight look, you've had positive reaction so far from texas instruments. they told you how bad things were, the stock rally. semis have shook off so i think you look at nvidia and you say this is a b bellwether, scott. it's going to come out tonight and tell us sales are going to be down 15 to 20%, tell us they're not going to see double digit revenue growth until 2024. the valuation is still high. the ma