All right, welcome to OK Computer.

I am Dan Nathan, joined by Gene Munster.

He is the managing partner of Deepwater Asset Management.

Gene, welcome back to the pod.

One of the highlights of my year joining you here four times a year.

You were too gracious.

And like you said, four times a year, which got to make you the most frequent guest on OK computer. And I really

appreciate that. Wow, that is honor. Appreciate that. Well, I mean, listen, Gene, and you know we've

been talking about this for a while. I mean, the fact that you come on, you give us so much of your time,

and we preview really the Mag 7. We're going to leave Nvidia out of this one because they don't report for another month or so.

So we're going to hit the sumptuous six or something like that or the superb six or something

like that. But again, we hope to hit a little bit of the AI hype cycle where you think it is.

We'll put some context around the last week or so's sell off. And today's bounce, we're recording

this on Monday afternoon. And we have the

NASDAQ sort of ripping here, but we have a lot of the hard hit names from last week in the

semiconductor space, really outperforming. Google's up nearly 3% or so. So we'll talk a little

bit about that price action. But Gene, how are you feeling overall about just the sentiment around

tech earnings this week? Because, you know, it seems like it was just a bottom left, upper right

for most of this year. We did have that little selloff in April. It was about 6% or so. Some of the

big names, you know, sold off a bit more than that. And now here we are. We're just down a few percent

in the S&B 500. And a bunch of those names were down seven, eight, nine percent. It felt like we're

just getting started on something. Statistically, we're due for a pullback. So I think there's

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