Welcome to OK Computer. I am Danny and joined by Guy Adani who is just making lots of appearances on this fine pod of late.

I dig doing it. Usually we have a little Debo action, which is really the draw for me, as you know.

But I'm honored to be here. And there's a lot to talk about because, listen, obviously the public markets are crushing it.

But there are things happening in into private markets as well.

Yeah, no doubt about that.

We're going to cover a lot of the gains that we've seen in some of these AI-related stocks over the last couple weeks or so.

I mean, we're like two weeks guy into June, and we have Apple up 13%.

We have Nibbidia up 20%.

We have Microsoft 9% or something like that. When you do the math,

I mean, all three of those stocks have market caps about $3.3 trillion. When we think about them

gaining about a trillion dollars, the three of them just in June, we're both getting our antennas

up in a way that we think is a bit dangerous. Let's hit some names like Dell. There were some

insiders selling there. Let's just start with Microsoft, NVIDIA, and Apple. Guy, you know, as we are

recording this on Monday, Apple's up nearly 3%. We've seen the move, you know, since WWDC last Monday.

Let's just put some perspective on what's going on here. All right. So I don't know if this matters or not. It matters to me. So you mentioned three stocks now and we'll round up,

but approximately $10 trillion of market cap in the form of three different names that you just

mentioned. The U.S. GDP, I think, is a little bit north of $27 trillion. I think global GDP

is either side of $100 trillion-ish. So when you start

looking at it through that lens, you say, holy cow, I mean, are these three companies that important?

Are they basically 10% or so of the global economy? And yet it makes you at least a little curious

as to when have we ever seen that before in history.

And maybe it's happened.

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