I'm Carl Kintanilla. You're listening to CNBC's Tech Check. Our show is live weekdays at 11 a.m. Eastern.

Listen in. Good Monday morning. Welcome to Tech Check. I'm Carl Kintania with Deirdrebosa and John Fort.

Today, Musk taunts Bernie Sanders, lucid, named Motor Trend Car the Year, will break down what EV stocks stand to benefit most from the signing of the infrastructure bill.

Plus, Kramer is with a selling AMD, buying PayPal.

He's live in San Francisco to tell us why.

And one Wall Street firm downgrading Shopify after a 1,000% run over the last three years.

We got the analysts behind the call.

We'll join us in just a bit deep.

Carl, I've got this huge smile on my face because we are starting right here at one market.

Jim Kramer, the legend.

Joining us, I am thrilled.

This is like a real moment because you've been coming here for years.

I kind of take my breath away to work with you.

I've watched what you do and what Carl's done and with John's on.

And this is the dream show that I've always wanted. Your work out here is quite frankly amazing. And we talk about it all the time with my crew. And I'm just, I am thrilled to work with you. Well, a few people know this, but you were out here, coming out here before we even have this bureau at one market. So this is why you have stayed so on top of all the trends that you talked about earlier this morning. Anyways, it is a pleasure. We'll get down to business. I'll stop. It's good to work. Let's start with EVs. I know you have lots of thoughts on these. President Biden is poised to pass the $1 trillion infrastructure plan later today. Who are the winners, Jim?

Well, look, obviously Rivian, because they have Amazon's background backing, don't forget, Ford's a huge chunk of Rivian, and it hasn't mattered lately. A lot of people are saying, Jim, why isn't it up more? Because my club owns it. And the answer is quite simple. It's one of the reasons why I moved from 15 to 19, but I'm seeing Lucid.

And I've got to tell you. You's one of the reasons why I moved from 15 to 19, but I'm seeing Lucid.

And I've got to tell you. You're talking to the CEO this week, right? Yes, I'm going out there. Peter. He had me, Peter Rawlinson, he had me ride one, and he threw me. I mean, literally threw me in that I, like, fell out and back. But you'll bring a seatbelt, right? Well, yeah, it didn't matter.

When you go zero to 80, I mean, you're talking about going into the stratosphere, but I'll tell you something about him.

He's got the ultimate luxury EV.

You don't think about that, George, when you think of EVs.

His vehicle reminds me of the top of the line BMW Mercedes.

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