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All right, welcome to the Risk Reversal podcast. I am Dan Nathan. That is Dear Drubosa. She is the host of CNBC's Tech Check. Debo, welcome back. Hi, from the West Coast. I'm back here, back in action. I know. We got to do it IRL last week, and it was kind of fun because it was your first week back in the chair after Matt

leave and we went through a little bit last week of what did you miss I don't think you missed

many of the top line stuff it was more the stock market and the rally while you were going

next time you have another baby just let me know because I'm just going to buy the QQQ

all right it's going to work out pretty well that way all right right, let's let's talk a little bit. A bullish name. I know, right? Let's just start. We got a lot of stuff to talk about. You said something really interesting last week about Chinese open source models and who's building on them. And we have a tweet thread from somebody who's, I think, very smart.

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