joining us is rob sanderson, covering amazon and meta and on set with us is daniel ives at wed bush hes microsoft, apple and amazon. and it's greet have you here. >> great to be here. >> first of all. set the scene, talk to us the peak to trough declines. nvidia down 6% today. the rest of the big cap tech is down a trillion dollars in market cap the past couple of weeks. what's going on here? >> it's the white knuckles that started last week in terms of tesla, alphabet on cap-x. but in my opinion, this is the week when we end the week, we're going to look back and say, the ai revolution, the monetization started. i believe -- if i look at all of our checks what we're seeing from microsoft, amazon, across software service, now palantir and others, this is the prove me moment for big tech. and that's why i expect gold medal performance from big tech playing out this week. and the -- if you look at the last 18 months, this whole bull market skepticism, haters have hated. as we have gone up. this is just another speed bump on what i view is a tech bull market that continues for the next fe