i'm sure you still like the uber but amazon the top pick mark mahaney, evercore isi mark, thank you. mexico tariffs delayed. some canadian tariffs could be delayed. president trump saying talks are ongoing with canadian prime minister justin trudeau. that's giving some home builders a little bit of a boost. one company could actually benefit maybe from a tariff. we're going to talk to the head of trex next. >> techcheck is sponsored by comcast business. powering possibilities. >> an important. >> day is coming for every. american with money in. >> the. >> markets, and it will be here sooner than you think. i predict this stock bull market will end with an epic crash, and i want to show you the exact month. i believe it's most likely to occur based on 100 years. >> of data. >> my name is mark chaikin. i spent 50 years on wall street where i helped create an entire stock rating system. i've met everyone from george soros to. warren buffett. i got my broker's license in 1966. >> and have invested. >> through nine recessions, plus countless panics and bull markets, and i found there's on

stuart: i am on your suggestion, mark mahaney. [laughter] see you next week. dow industrial the average that has opened lore. you're off about 180 points right now, back to 42,300. the dow 30, plenty of red there as well, the dow is off 170, that's 42,3, 42,4. and again, the dow 30 shows a preponderance of red ink. as for the s&p -- sorry, it's down one-quarter of 1%. the nasdaq is also a on the downside, a loss there of almost exactly a quarter of 1%. >>> the president of the nasdaq, by the way, says they have begun working to enable 24-hour-a-day trading for 5 days a week. that will be really different, wouldn't it? how about big tech? apple, meta, alphabet, amazon, microsoft down. let's start with this, president trump signed an executive order to establish the strategic bitcoin reserve, and today the crypto summit takes place at the white house. bitcoin at $89,000 per coin. what have we got on this? >> good morning, stu. i think the crypto community was disappointed that there, again, weren't more details, that effective effectively the administration said

i was at a dinner last week with mark mahaney, who comes on often, and a group of 30 public market investors. and i was shocked how many of them are still concentrated in the mag seven. so hopefully this is also a chance for people to go discover some new names. there are some great small and mid-cap software companies out there. seema mentioned crowdstrike. they're reporting tomorrow. it's up 46% in the last six months. that's a software company in the cybersecurity space, which we continue to see be a very important space. certainly doesn't get less important with everything going on in the world. and you've got a bunch of great private companies like drata and wiz and others in tha, in that space as well. so that's a space we're excited about. and, you know, maybe we will start to see a rotation with folks looking for some newer names. we had a pretty good ipo market last year. it was not as strong as it was in 21, but the names that went out have done really well. something we can talk about, but i'm hopeful that this will cause some folks to maybe look around and look for some new ideas