Mike, thank you very much. Welcome to overtime everybody. I'm Scott

Wachney. You just heard the bells. We're just getting started right here at

post nine. I want to get right to our talk of the tape today. The moment of

truth for a once high-flying stock a darling of investors including my

headliner today Josh Brown he's been in the stock for years like all of you has

watched it get cut nearly in half and the big cap beat down.

Is it poised for a rebound and what is really riding on those results

for a NASDAQ that's down 30% from its highs?

We ask him right now, Josh, the CEO of Ritholt's wealth management, of course a member of the

Half-time Investment Committee. Welcome back. What's really riding on this? It seems to be a big one,

like a referendum on the current state of big cap tech.

I think it's an important name. By market cap it doesn't come anywhere near the

fang stops although it did get close at a tie but still four or five

hundred billion dollar market cap companies matter mathematically to the

Nasdaq but I think you had it right. From a sentiment perspective, this is a

company that has beaten earnings in each of the last four quarters. They play

this game with Wall Street's analysts very well. They're in six or seven very important segments of the market.

Obviously data center filters through to a lot of publicly traded companies.

Their comments are as important as Google's as Amazon's as it pertains to

cloud etc. So yeah this is a big one and it's it's a big one for me personally

because it's one of my favorite long-term investments

that I'm involved with today.

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