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A special edition of Single Best Idea. It has been life changing. There are two groups of people, those

that are in technology, and those that are not.

And maybe you're in technology through individual stock ownership.

Maybe you're looking at a Bentley this weekend off your NVIDIA purchases or maybe not.

Maybe in your 401k you've got a tech overweight or a tech non-weight, but in America there's exactly two groups of people.

Long ago and far away there was a guy in a normal business suit at Wedbush.

Long ago and far away there was a guy up in Minnesota with Piper

Jeffrey holding court on technology. Some of us took notes and some of us got very lucky by believing in what Dan Eyes and

Jean Munster said.

This is the highlight of the summer on technology.

Bloomberg Daybreak are Nathan Hager with Ives and Munster.

Thank you so much for joining us for this special edition of Bloomberg Daybreak.

U.S. markets are closed for the Independence Day holiday.

I'm Nathan Hager. Coming up this hour, they correctly predicted the artificial intelligence

boom that led to record highs for several tech companies this year.

...