. >>> good wednesday morning i'm carl coulantanilla. >>> don't miss our exclusive with microsoft's brad smith talking privacy and a lot more >> we are starting off with the nvidia upgrade the street upgrading it to a buy after a crypto downturn. they say it is an opportunity to take a longer position in the company. they cite reasons for secular growth the echos of the metaverse story is in there. but whether you believe metaverse is a place or marketing, it's hard to deny it. >> the note talks about secular shifts when you look at part of crypto, what part was the actual business they noted it boosted gaming revenue by about $2 billion. stock is clearly anticipating some disappointment carl, i wonder if this will be a theme ahead. you will have to look at how much disappointment is priced in and those could be the ones to choose >> j.b. hunt this morning basically argued that the street has already discounted a recession in transportation so we are seeing an uptick in value oriented upgrades. >> our next guest is predicting inflation could get worse from supply chains and geo political

. >>> good wednesday morning i'm carl coulantanilla. >>> don't miss our exclusive with microsoft's brad