It's Jim Kramer here. You're listening to the opening bell of CBC Squawk on the Street. Don't miss a minute of the action. Good Monday morning. Welcome to Squawk on the Street. I'm Carl Kintanian, with Jim Kramer, David Faber, post-9 of the New York Stock Exchange. Stocks look to add to Friday's all-time highs as Q4 earnings kick into high gear, and we get a boatload of key data later in the week, GDP and PCE 10-year 408.

Our roadmap begins with the record rally. S&P is poised to build on its all-time high as investors await the latest GD print this week.

Plus, we got tech on a tear. The Mag 7, they continue to outperform, and Vividia, of course, is leading the pack.

That stock is up more than 20% this month alone.

And 160 to 180,000.

That is at least the estimate for Vision Pro pre-orders over the weekend from one widely watched Apple analysts.

We're going to find out why she does remain cautious.

Oh. Let's begin with the markets and their record run. Jim, reflections on Friday?

Well, I got to tell you, the Super 6 is so strong. It's amazing. Catch it? Super 6. Because Tesla's no longer. Oh, you're Xing out Tesla. Oh, I'm sure. Not X. Well, I like that. I am exing out Tesla. Oh, you are so clever. You live ambitiously like I've never seen. The most ambitious person ever. And your kids are ambitious. So everybody's ambitious. Fantastic. I think that there's a capitulation going on. My friend Ben writes this, who's in Melius, he now says, all you have to do is say that you're somehow connected with Nvidia, and he's got two others.

He says that right now, of course, everyone, Microsoft is, but Google is next to say that they are next to godliness, which is Nvidia.

And then Amazon, David, you are correct in pointing out that invidia's run rate so far. They are ambitious. Wait, who's... NVIDIA's... Mellius, which is really good, is saying that when you're really... Let's say your stock's languishing. You just say that you're close to NVIDIA. Oh, yeah. Service Now reports this week, they're close to Nvidia. See it? I do see that. Yes. Then boom. Then boom. Look at that 21% move in the stock. But that is, I'm saying that's the essence of this market right now. Right. It's AI and this is the epicenter. This is the sun. It is.

And as we've said many times, despite what was outperformance likes of which we have rarely,

if ever seen on the earnings front from Nvidia last year, the stock did not respond for a number

of months. Was it 400? And then came into this year with a far lower multiple than it had previously as a result of, of course, far higher earnings. Correct. It's made up for that, though, Jim. And I don't know if you think perhaps it's run a little too fast too far. Well, look, I think that the thing that's happened, Carl's is that people are now saying Nvidia is not hardware, and video software, which then puts it in the sainted enterprise software category where you can do anything from enterprise software. Even if you're hacked, you can do it. I did know, Jim Breyer and Davos last week said that, and I thought that was interesting. Jim Breyer was really spot on. Jim Breyer had the great call. If you guys remember, we were in California last May. Yes, he said, I sat down with him. Before the huge blow-up, blowout, he had that great call on NVIDIA. Well, he was asking me about my dog. And he's talking now about software. My dog, this talk was at 50 when I named my dog, Invidia.

We're aware.

And Jim Barrett was aware, though.

We're aware that you've had a great call on NVIDIA.

Well, NVIDIA is one of those companies that the Chinese at, I don't know, do we have? We do.

Do we have a picture?

We do.

I mean, even though they can't get the top chips.

Look at it.

...