Wedbush Securities head of technology research Dan Ies joins us now. Dan, I don't think it's surprising for people to hear you pound the table on on the tech trade. You've been super bullish.Do you not have concerns now about monetary policy, you know, as as the market rethinks the cut for December and and the overall frothiness or valuations around AI. Yeah, look s I mean I get some of the nervousness but I mean I was just in Egypt for three weeks >> and demand to supply for chips are 10 to1 demands increa ...

Let's talk about it all with Osan Kuan. He is the chief equity strategist at Wells Fargo joining us on set. And I know this week's been a little bit weird, but the stock market we're supposed to buy when prices go down.So, you remain bullish. >> That's right. I think you buy the dip here.Um I think the setup for equities into the year end is pretty still pretty positive. Uh we just had a actually really good earning season when companies beat by 8% on EPS. It was actually the broadest beat that we saw uh in ...