Most of what brought the Nasdaq back is earnings.

They brought in great earnings.

Clark Foam is now finally out of our system, I think, the whole debacle and the challenges it brought. But I think everyone is landing on their feet.

As we wrote today, it's always darkest before dawn. I think most of the selling is probably overdone.

It takes the legality out of the issue for them. I think it's a great move for IBM.

The chips that are going into these kind of equipment are absolutely phenomenal. These guys are seeing their lead times extend. They're seeing pricing starting to firm. And again, just like everybody else, their biggest issues is capacity. They're having to build out every single month and it's going to be a pretty amazing run.