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Thank you so much for joining us for this special edition of Bloomberg Daybreak.

U.S. markets are closed for the Independence Day holiday.

I'm Nathan Hager. Coming up this hour, they correctly predicted the artificial intelligence boom that led to record

highs for several tech companies this year.

Now they're back to assess whether this high-tech bull has more room to run or whether it's headed

into bubble territory.

Joining us for the entire hour are Gene Munster managing partner a deepwater asset management

and Wedbush Security Senior Equity Research

analyst Dan Ives.

Gentlemen, thanks once again for joining us for this special roundtable discussion on all

things tech.

And Dan, I want to start with you you because you really have been out front on the bull case for AI over the last well really couple years now so here's what you had to tell us around this time last 4th of July.

In my opinion it's a fourth industrial revolution that's playing out in front of our

eyes.

We believe this is the start of a new tech bull market and which is why we think second half of the

...