steve kovac.nderwhelming investors seeing a 7% revenue drop and it now puts it down 12% for the year. craig irwin of roth mkm is here. is this about profits, profit margins, craig? just overall business trends? why do you think the stock is being punished so sharply? >> so the stock had had a run-up for expectation around the robo taxi and cyber cab. there's new on ai and the robo taxi has been punted. they still think they'll have something with no steering wheel and in this unveiling it will have a steering wheel. it's still a car company and they missed cps by a dime and they're down 5% year over year in delivery. so it's just not a good story on the automotive side right now. so things are not coming together on the forward look, and you know, it's being right for the valuation. >> it's considerably below where it's trading now. what do you think the business is worth? >> so i think it shouldn't really be trading at a premium value to toyota, right? you look at this -- >> even if they were sel

steve kovac. >>> tech rebounding from its recent selloff after the nasdaq posted its first week sincer next guest sees two key pressure points and ai ad placement and winners and losers. before we get to the earnings, how about this idea, barton, that big tech is rallying off the increased odds or prospects of kamala harris winning the election? does that make sense? is there a direct link? i think jim cramer was talking about this as well that it would be good for tech from california. she has ties to the industry. what do you think? >> i think there's been a lot of discomfort with biden, right, and i think there was, you know, obviously some movement around the idea that trump was in the driver's seat, and he probably still is with the polls, but i think were kamala, yeah, you don't necessarily expect her to have the same antagonism that we've seen with the antitrust efforts, you know, under biden, so, you know, time will tell. i mean, you know, i haven't heard that she necessarily splits with the biden kind of antitrust approach and the regulatory approach, but, you know, i can see