Fundstrat head of research and Fundstrat Capital CIO Tom Lee, also a CNBC contributor, joins me here. Tom, good to see you. Great to see you.So, we have this rally that's now extending uh probably beyond what most were positioned for, but it started in a moment of peak uncertainty. Yes. And even when we were in peak uncertainty, a lot of us were saying that's kind of usually forward-looking bullish.But are we now getting to a point where we have finally feasted on all of the uncertainty and now we have a lo ...

Why don't we just dig into it, Tom. Uh, what is your word of the day. Why don't we start there.Our word of the day is skeptical. Okay. And we're using the word skeptical because as we're starting the month of July and at the S&P 500 is up 5% year to date.I think investors are are looking at the rest of the year and are quite skeptical because they're saying, "Well, perhaps President Trump's not going to extend uh the tariff exemptions in July. The Fed has a meeting at the end of this month." And I think des ...

Why don't we talk a little bit about where the markets stand overall right now. Because we're looking at both the S&P 500, the NASDAQ, and the NASDAQ 100, all closing at new highs again on Friday. It's the best quarter uh for technology since the second quarter of 2020.What's happening, and how do you see this playing out. Well, this is still the most hated V-shaped rally. And it of course has a lot to do with when stock stocks fell in a waterfall decline into April.Nobody likes to be sitting on stock. So a ...