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The whole notion, okay, that stocks can't sell off 50%, 60%. And, you know, we know from the highs in 21 to the lows in 22, okay, this was basically

a year you had Tesla, Nvidia, Netflix, right? These stocks sold off 65 and, you know, 70% or something. So here

we are right now. If you're telling me Microsoft down 35% of the highs can't be down 50%. Of course

it can be. It might be very close to on its way of doing that. And so I just think this notion,

it's almost like cognitive dissonance that they're like, well, that was a special situation. You know what I mean? Well, right now, think of all the unusually positive sentiment about the secular shift that these companies are positioning themselves for, and the technology is not changing. I mean, literally, it's only getting better from here it's going to change the lives

of all of us change the way businesses you know conduct but it doesn't mean that the early beneficiaries

can't be cut in half a warm welcome to the risk reversal podcast i'm guy adami that's dan nathan

how are you dan i'm doing great guyme. We are recording this midday on

Friday. You're listening to this Monday morning, I hope. And a lot going on here, man. We don't

know what happened over the weekend, but we know what happened last weekend. And you know what

we got Monday overnight is a little bit of a taco, wasn't it? Well, it's clear that something is alarming this administration. And as much

as people want to say, it's a stock market, because that's what everybody talks about. The reality is

...