And I do want to start here with this idea that we've had. Any time you have a big rally, you're always going to have these daily pullbacks, even weekly pullbacks, if you will. That doesn't necessarily mean the rally is over.And I do wonder if you see enough fundamental case there for this rally to reset and continue. Yeah, well, I view it as a bump in the road because it's our view. When you do a revolution, you're just continuing to get validation from earnings and from everything we've seen from the data ...

Back. Is the AI market in a bubble. That's what OpenAI CEO Sam Altman is warning saying over the weekend investors are quote over excited about the AI trade.Joining me here post 9 is star Wed Bush analyst Dan Ies. He is as excited as his coat is bright, right. I mean, is Alman on to something or no.>> Look, I mean, I believe we're only in the second inning of a nine inning game. I mean, because it's our view on the enterprise side. It's just started to play out from use cases.I think as we go into the consu ...