it's like, i'm not someone gina lisa, which she knows me, nugent. i missed a more of net still the same ugly poison for georgia, patricia would ms. emily almost come with the notion that there are y. hamilton was not brought up. meanwhile, instead of being put to profitable use, many millions of hands on agricultural land ought to be destroyed, to avoid the high cost of treat clearance and would disposal, which the farmers do not have the right to sell. they simply burn forests down. but he shall send him to watch anything if anybody has not got for treatment. fine. yup . i'm told looking for him because he didn't get hit with him, nogales at the elephant at the place for a family listening for her mom with all that much that with building it's a lot of hold the number that live the boy that he was a model it can get away with, with able now do enough why you need to look at. i'm looking for that for her. i've got to go, i gotta make a bottle when i've got to go, dr. wade with my dad much any of it. or if i need a little bit moving in with him, i wo

lisa: every sunday. jonathan: fantastic. tom: futures -17. the vix moves higher a point off the bland friday close. 28.92. ginaadams, chief equity strategist for bloomberg, i was blown away by your colleague's work on amazon. how does a pro like you frame the unimaginable spending of capex by the cloud providers? to me, i can't get my hands on the size of it. hyper scalars, how do you fail -- how do you value hibor scale -- how do you value hyper scalers? tom: very carefully. -- gina: very carefully. capital spending has been surging, certainly contributing to overall growth and absolute can to beating to bottomless -- to bottom line earnings growth. our view on the overall capital spending outlook is that we are going to have the strongest boom in 30 years over the course of 2022, reflecting a much stronger-than-expected sales recovery over the last two years. i think it is absolutely impacting earnings. it certainly is contributing to elevated valuations. we have obviously been focused on rates for the last couple of months. i think this underlying certainty with respect to the earnings trade is keeping econ