Welcome to a very special edition of OK Computer. I am Dan Nathan, joined by Guy Adami. Guy, welcome to OK Computer.

So excited to be here. A bit of fan of OK Computer for quite some time. It's my favorite album, by the way.

I know it is the 1997 Radiohead album, but it's by a different name guy. That would be OK. O'K. O'K. O'I.

Oh, I see. We got a lot to get to, and one of the reasons why this is a special edition,

we are recording this Wednesday morning. This comes after a pretty broad-based sell-off in

Mega Cap Tech over the last couple weeks or so, and we wanted to wait until this morning

because Microsoft reported last night after the close

and we're seeing a really big knock-on reaction

as it relates to the semis.

And we're going to break down

whether that has to do with just the recent weakness

or more that what Microsoft had to say about CapEx.

We got a whole host of other earnings.

We got meta tonight after the close.

That is Wednesday. Tomorrow after the close, we have Apple, Amazon, and a few semis. I think Intel, and that might be interesting to track. And we also, last night, I obviously had AMD, which has been a massive underperformer in the space that's getting a good bounce today. But I guess the story guy is that while Microsoft's down a little bit,

after the close during its conference call, at one point it was down six or seven percent,

only down about one percent right now as we speak. You had some really interesting commentary,

I think, at 515. You and I were breaking it down with Melissa Lee, Tim, and Karen, and you said,

even with the stock down here,

you're probably thinking about where to buy it rather than where to sell it.

And you and I yesterday on Market Call, that would be Tuesday, we're saying that a lot of these

stocks were a really bad press on the short side if you were a trader because how much they've

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