All right, thanks so much. Welcome to Closing Bell. I'm Scott Wobner, live from Post 9 here at the New York Stock Exchange. This maker break hour begins with streaking meta. On pace for its 16th update in a row. That's the longest winning streak ever for any mega cap name. Many other mega caps bouncing as well today. That's helping the market, certainly tech. We'll ask investor Gene Munster where that sector is likely heading from here.

In the meantime, the scorecard with 60 minutes to go and regulation looks like that.

Well, new Trump tariffs on steel and aluminum being taken in stride largely by the markets today.

We're green across the board. Lots of names in that space are higher led by letter X that's U.S. Steel.

There's Cleveland Cliffs up near 16 percent.

New Corps, a winner as well.

Elsewhere, McDonald's is leading the Dow.

Even as its revenues in the U.S. disappointed, sales certainly did.

It is a bottom in, though.

That is what the market is betting on.

It would seem to be today near 5%.

It does take us to our talk of the tape.

Is it time to add to tech or trim it?

One famed investor doing both today.

So let's bring in Deepwater's Gene Munster and Hightower, Stephanie Link.

Find out which moves make the best sense right now.

Steph's a CNBC contributor.

It's good to have you both. Of course, when I say, Steph, a famed

investor is doing both. I'm alluding to David Tepper, whose 13F came out today. And it was

really interesting. He is increasing his China Tech holdings, and he's taking down a little bit

his mega cap U. Cap US holdings in those

stocks I guess is best said meta and Amazon he cut both of those but a big lean into that

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