Good Friday morning. Happy New Year. Welcome back to Squawk on the Street. I'm Sarah Eisen with David Faber. We are live, as always, from post-9 of the New York Stock Exchange. Carl Kentonia has been morning off.

Coming up this hour, some solid gains for tech stocks in early training after a standout year for the group,

driven by AI developments.

AI expert Jack Hiddery from Sandbox AQ will lay out his expectations for the industry in

2026.

Plus, Tesla and focus today as fourth quarter deliveries fall double digits, but we'll talk

to an analyst who sees big upside for the stock after a volatile year. And the recent swings in silver carrying over into the new year with a jump in prices to start 2026.

We'll discuss with one expert who says a correction could be coming.

But first up, you know, last week, or last week, two days ago, I did some of the under, I did some stocks that define or charts that defined

2025 in terms of the macro landscape. Today I looked at some, I'm looking at some under the radar

charts that I think also defined the year that we should be watching in 2026. So we talked about

a lot about Bitcoin, right, having a down year. How about Salana?

Haven't talked about this much.

You talk about it when the prices go up.

These are the other crypto assets.

Solana was down double digits more than 30% for the year.

And I think what that shows is that the momentum came out of Bitcoin.

And when that happens, the benchmark, everybody else also suffers.

And Bitcoin was coming off of a few years of triple-digit gains.

And it really stalled out.

And I'm not sure how people are reading into that, especially when gold, if you're looking

at, I don't know, alternative currencies or anything like that, alternative dollar assets,

...