shah ghailani with us this morning. what's this, shah?tech bubble, and you want to see a selloff? explain yourself. [laughter] >> i think we're getting a little bubblish s, stuart. bubbleiscious. when you see them popping like meme stocks, i think we're getting ahead of ourselves. i think that front-running in terms of betting they were going to live up to the potential earnings that they're going to have is a bit ahead of itself. i'm not saying we're actually in a tech bubble, i just think we're a little overdone here. i think the exuberance is perhaps a bit irrational. and as you know since july, i am a pounding the table, buy the dips, because we're in aal ally. but i think -- in a rally. but i think we're going to see a little bit of a selldown. at some point there's going to be the some profit faking, because we've -- taking, because we've gotten fluffy. stuart: how big of a selloff do you need to see before you call it a dip that's worth with buying? 5 percent? 10%? >> you start to add some positions at 5% and personally i would lik

shah ghailani is with us. a big enough dip in nvidia and big tech for you to jump in and buy? >> i don't think at this juncture. i think perhaps if after the close if nvidia disappoints,es which is a bit of a long shot, stuart, yeah, i think we could get a reasonable selloff. and that would probably be a beginning of a correction that we certainly would want to buy. it's really about nvidia today, at the close, about the way the market opens tomorrow morning. it's very rare that we see a stock the make or break like apple was for many years on earnings. last february nvidia had really good earnings. the stock popped 14%. then in may it pond 24 -- popped 24% on good earning, so this stock has a power. stuart: now, what do you think happens this afternoon? take us through it, because we're all going to be watching. the numbers will come out, the stock will be all over the place. the computers, the algorithm will react. what do you think's going to happen in those few minutes after the release of the numbers? >>

shah ghailani on this valentine's day. all right, shah, we hear you.t's half and and half winners or and losers on the big board. dow is now up 125. move to the s&p 500, that's also opening higher after a huge drop yesterday. it's up about half a percentage point, still just a tad shy of 5,000. the nasdaq composite on the upside yet again, it's up .80% after a big loss yesterday. 15,780. not so interested in the level there as a in big tech which makes up the base of the nasdaq. big tech, all higher today. look at meta go, up $8. alphabet, 146. microsoft if struggling back to 407. amazon and apple round out the list. let's go to nvidia. they've had a meteoric rise, and they've just hit and crossed a new milestone. today overtook somebody in market cap, didn't they? lauren: amazon and googleing is -- google is in their sight. off the -- this is the first time in 22 years that nvidia shares closed with market value greater than amazon. they're the fourth largest company in the world. fourth largest. microsoft, apple, saudi aramco, nvidia. stuart: that re