Welcome back to On the Tape.

I'm Guy Adami, joined as always by my dear friends, Dan Nathan and Danny Moses.

Today we'll be talking work from home stocks.

What to make of earning season, because it's a lot of weird stuff going on.

And later, Danny's going to rip off the tape

on payment for order flow. And later, we'll be going off the tape in an interview with Chris

Bevalakua. And I can say that name all day long. And listen, one of the reasons I'm mentioning

this work from home, a lot of cross currents. And I actually did a sprint triathlon in May of

2012. I mentioned that because the swim portion of the triathlon was in the Navasink River, Dan, Nathan.

And I got to tell you something, there were all kinds of cross currents going on, and it scared

the bleep out of me. And now we have some cross currents going on and it scared the bleep out of me.

And now we have some cross currents going on in the market and it is scaring me.

And you want to talk about these work from home stocks.

A lot of things taken out to the woodshed hasn't manifested itself into the broader market yet, Dan Nathan.

Yeah, interesting.

The broader market, they would say the S&P 500 is still up

11% year to date. It's not far from its all-time highs that it was making last year. But the

outperformance relative to the NASDAQ is something that we have not seen in a very long time.

The NASDAQ is up a little less than 5%. But you just mentioned these work from home stocks.

In the throes of this pandemic,

you know, we had this very short bear market. It was 35% peak to trough. It was a little more than

six weeks. This was last spring. And there were some winners that just emerged. And then they just

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