Welcome to OK Computer. I am Dan Nathan. We have a big show for you today. I have Dan Ives in the studio with me. He is a managing director and senior equity research analyst covering technology sector. You've been at Wedbush Security since 2018. Dan, welcome to OK Computer. Great to be here. And it wouldn't be OK Computer without CNBC's Tech Check host.

That would be Dear Jibosa, I call her Debo.

And she knows Dan Ives very well.

Debo, welcome.

Thanks for having me again.

And I'm so thrilled that Dan Ives is here, Tech Check Regular.

And you can call me an OK computer regular now, too,

by the way. We are loving that. The feedback we're getting from our listeners is fantastic, too.

So, Debo, we really appreciate you making the time for us. And also, guys, after our conversation

here, stick around. I have my friend David Steinberg, who is the co-founder and CEO of Zeta Global. We talk about how he's been

using AI for years in his marketing cloud. And we talk about the current banking crisis and a whole

host of other things. So stick around for that. But Dan, let's talk about this. You had a post out,

I guess it's called a research note. And you're talking about this kind of flight to safety that we've seen in mega cap tech. And really the NASDAQ is just

exploded over the last couple weeks when we know that obviously there's been some concern

about the banking sector. And we've seen bank stocks, some go to zero and others just kind of down

in sympathy. And that's going to wait on, I guess, the S&P 500, but we've seen this movement into

Mega Cap Tech.

Talk to me about what's going on, what you're seeing, and how much longer this trade

might be on.

And again, I'm the guy, not contrarian for contrarian's sake, I kind of feel like some of the

banking sector issues are going to work its way into the tech sector when we just talk about what is on the other side of this crisis.

Is it a slower economy?

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