Christina Ruffini

We're also down today.

You know, they spiked with NVIDIA sort of in after hours and then followed them lower.

The other thing that's really interesting today is that software names are getting a little bit of buying here.

So we saw Salesforce up.

That's a reverse from where they were after hours after their own earnings report.

And then we're also seeing things like ServiceNow higher.

So that's interesting.

We've obviously been seeing a lot of weakness in software and maybe a

little bit more strength on, you know, in the Nvidia side, although shares have been in range for quite some time.

So seeing a switch there today is really interesting.

For sure.

I think people still are looking at those sort of second derivative picks and shovels, kind of the other place where CapEx is going to be directed and saying, okay, we still think that there is strength here.

They're still building data centers.

That's going to continue.

And so maybe moving into that piece of the puzzle a little bit more.

It's so interesting, though, because NVIDIA is getting really cheap.

That's something we're going to keep watching.

I mean, it's like 23 times forward earnings.

That's barely a premium to the S&P 500.

I'm Christina Ruffini.