much aggregate dollars are going towards home builders and the revenue and profit that's growing there versus maybe some of these other sectors and and the reason I immediately am intrigued by that is it's not just that oh Micron and Nvidia were low and now they're high. It's that they're actually accelerating. And so if you look at this not as a static thing but a dynamic trend they should pull away very aggressively here and then the question becomes okay well what are the sectors that are getting hammered you mentioned housing and car
much aggregate dollars are going towards home builders and the revenue and profit that's growing there versus maybe some of these other sectors and and the reason I immediately am intrigued by that is it's not just that oh Micron and Nvidia were low and now they're high.