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All right, welcome to the Risk Reversal Podcast.

I am Dan Nathan. That is Guy Adami.

Yo, peeps, what is going on?

All right, coming in hot for a Monday morning because you are listening to the Monday morning edition of the Risk Reckoncast.

But we are recording this on Friday. Full disclosure.

Full disclosure. Guy, CPI this morning. Hot. Yeah, it's hot. Expected, but hot. The continuation

of what's going on in software, this is an hour after the open on Friday. I can't imagine, guy,

anything gets better here, but on the flip side of that, semis have broken out, and they keep going higher. So we're making multi-year lows in software. We're making multi-all-time highs in semis. It's just something's got to give here. Banks are down right now. I don't know if that has to do. I mean, we don't see yields moving a whole heck

of a lot. We do see consumer-related stuff acting weak, and maybe that has something to do with

inflation. But it's one of these things, another day guy, where I walk in, I'm looking at my main

facts at machine board, and I see like huge pockets of red and huge pockets of green and that's not something that I

...