Market Insight and Analysis.

You're listening to the opening bell of CNBC, squawk on the street.

Let's start off, Jim, with, of course, Big Tech AI, Invidia.

You're there.

We can't wait for your big interview tomorrow.

But what are your expectations for today?

Okay, so today I think there are a lot of people trying to game this event.

This is an event that if people look at it, there is a keynote that Jensen gives, and there's

actually a countdown clock on the site about when it's going to start.

That is, the first time it's been live with real people, obviously, in many years.

And I've got to tell you something.

People like to speculate about what he's going to say. Get out of that game. He won't let you know

until it starts. It's all a secret. That's how he does it. Is he a dramatic guy? He,

in the New Yorker piece, I told you to read about it, he does not regard himself as a classically

great speaker. But today he delivers.

And I think that we will be surprised because he does not let himself be gamed. I think people

have to start recognizing that. Okay. So that being said, and secretive though he may be,

you've got to tell us at least what some of your expectations may be.

Certainly there are at least questions that many people think are going to be addressed, Jim,

and I'm curious as to what you think they are.

Okay, so I think that what will be addressed is not necessarily the total addressable market

in terms of what number it will be, but it'll be about biology. It'll be about health care.

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