All right. Remember like a couple days ago, it feels like we were really worried about concentration risk and then we just got all these announcements about data centers and deals between Nvidia and Open AI and AMD and Open AI. Should we still be worried about concentration risk or is AI in this trade so powerful that it's something that well we should keep in mind but just keep investing.over the long run. This is a classic capex cycle and most these capex cycles end poorly with a bare market in some cases ...

Let's go to the markets. We have a mixed picture on this Monday. NASDAQ's the winner.Uh no surprise because obviously what's happening in the tech and the chip space today more specifically. So stocks record high, Bitcoin record high, gold record high. Uh Joe Edardenni raises his price target back to 7,000.He'll be with us on closing bell today, so you can hear directly from him. He says the odds of another meltup are at 30%. Up from 25.He reduced his base case uh for a sustainable bull market, i.e. without ...