Peter Tuchman

Okay, so where does that leave us? That leaves us in the midst of a revolution, the second, third inning of an amazing ballgame that's all about tech, AI, Jensen, best of breed. It's also, you're talking about... at 4 o'clock in a party that's going till 10 p.m. in a party that's going till 4 a.m.

with yet a lot of the derivatives of the AI story, Microsoft, Google, Amazon, have yet to be let in through the Red Rocks.

with yet a lot of the derivatives of the AI story, Microsoft, Google, Amazon, have yet to be let in through the Red Rocks.

with yet a lot of the derivatives of the AI story, Microsoft, Google, Amazon, have yet to be let in through the Red Rocks.

On the sidelines. Imagine that still on the sidelines.

On the sidelines. Imagine that still on the sidelines.

On the sidelines. Imagine that still on the sidelines.

So look, how exciting is this? It's absolutely unbelievable to think about what Dan is talking about, this amazing revolution. And look, at the end of the day, I kind of lost my train of thought. But look, at the end of the day, now, come on, bring it back, V. Where are you? You know what? I'll just keep going.

So look, how exciting is this? It's absolutely unbelievable to think about what Dan is talking about, this amazing revolution. And look, at the end of the day, I kind of lost my train of thought. But look, at the end of the day, now, come on, bring it back, V. Where are you? You know what? I'll just keep going.

So look, how exciting is this? It's absolutely unbelievable to think about what Dan is talking about, this amazing revolution. And look, at the end of the day, I kind of lost my train of thought. But look, at the end of the day, now, come on, bring it back, V. Where are you? You know what? I'll just keep going.

Okay, so what I wanted to remember, that's a great part of this story, but at the end of the day also, think about it. This market, if you had seven fingers on your hand, that is the amount of times, I'm a seven finger hand, like Bruce Almighty, remember that great scene in that funny movie? At the end of the day, we've had seven opportunities this year. Look, This market is up 27% for the year.

Okay, so what I wanted to remember, that's a great part of this story, but at the end of the day also, think about it. This market, if you had seven fingers on your hand, that is the amount of times, I'm a seven finger hand, like Bruce Almighty, remember that great scene in that funny movie? At the end of the day, we've had seven opportunities this year. Look, This market is up 27% for the year.

Okay, so what I wanted to remember, that's a great part of this story, but at the end of the day also, think about it. This market, if you had seven fingers on your hand, that is the amount of times, I'm a seven finger hand, like Bruce Almighty, remember that great scene in that funny movie? At the end of the day, we've had seven opportunities this year. Look, This market is up 27% for the year.

We've had seven times this year where the mainstream media has called recession, depression, dogs and cats living together, all that craziness. We saw it in April, right after the best quarter since 2019. We saw it in July for about a 7% pullback for the first week there. We saw it on August 5th. right, which was that devastating day.

We've had seven times this year where the mainstream media has called recession, depression, dogs and cats living together, all that craziness. We saw it in April, right after the best quarter since 2019. We saw it in July for about a 7% pullback for the first week there. We saw it on August 5th. right, which was that devastating day.

We've had seven times this year where the mainstream media has called recession, depression, dogs and cats living together, all that craziness. We saw it in April, right after the best quarter since 2019. We saw it in July for about a 7% pullback for the first week there. We saw it on August 5th. right, which was that devastating day.

We came in on a Monday after Black Monday in Japan with all that story, the carry-on trade. We've talked about it many times. Then September, the first week, the worst week for tech since COVID. The second week, the best week for tech since COVID, October 5th. So that is about six or seven times. Then this week,

We came in on a Monday after Black Monday in Japan with all that story, the carry-on trade. We've talked about it many times. Then September, the first week, the worst week for tech since COVID. The second week, the best week for tech since COVID, October 5th. So that is about six or seven times. Then this week,

We came in on a Monday after Black Monday in Japan with all that story, the carry-on trade. We've talked about it many times. Then September, the first week, the worst week for tech since COVID. The second week, the best week for tech since COVID, October 5th. So that is about six or seven times. Then this week,

We had two days where the market came off its highs last Friday, record highs across all indices. We came in on Monday and Tuesday and we pulled back. Nothing significant, but the mainstream media kept talking about, this is it, the story's over, the bubble's here, blah, blah, blah.