Ives: It's a white-knuckle moment for tech, this is a risk-off trade

I do want to get your thoughts on just the steep selloff we have continued to see here in tech. >> Yeah, look, it's a white knuckle moment. I mean, you know, if you look what this is a riskoff trade, but but in our view, look, in decades of covering tech, I mean, you we're going to go through geopolitical macro issues, but our view is is that if you look at the base case here, it's something where we talk about a matter of weeks rather than a matter of months, the tech trade continues to be well intact.And ...