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A single-best idea.

We'll be quick here.

The news flow this morning is absolutely extraordinary,

with Mr. Trump embedding tariffs in for the state of the union on March 4th.

That really has moved the market.

Some real gyrations.

I don't know what to make of it other than a sell-off just in the last 10 minutes.

I'm watching the 10-year inflation-adjusted yield.

It's been 2.00 to 2.20 percent.

And it's come down now and broken through 2 percent. We're even down to 1.89 percent. A lot of our guests, Ian Lingen, I'll mention with BMO Capital Markets,

looking for that to really give way. Of course, the news yesterday was all technology, all

AI, if you will. Gil Lurie is with

D.A. Davidson of the Midwest with a really holistic look, a nice mix of buys and neutrals,

Gil Luria on the state of NVIDIA. There's better things to do. So if we were to look, last

night was a great view of what the AI trade is, right?

And VINIA was the AI trade a couple of years ago and last year. Salesforce is not quite ready

for AI. Snowflake was a fantastic report. Infrastructure software is incredibly important. For companies to be able to run

AI applications, they need to get their data ready. And Snowflake is leading the way in terms

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