Steph McGovern

Now, that means it is the 10th biggest holding for Berkshire Hathaway, sizable, but it also gives you a sense of just how much money this firm puts to work.

Its biggest holding is still Apple.

They did trim that stake by 15%, but it still holds about a quarter of the portfolio exposure.

So it's likely less of a directional view, perhaps more of a rotation of the portfolio to manage its exposure.

But when we see a brand new position and a sizable one, like an Alphabet Google, then it does suggest that there might be a lot of bullishness as to that stock.

Love having the hedge fund perspective from you, Hema, across our world of tech.

Hema Parmar, we appreciate it.

Meanwhile, all eyes on NVIDIA Fundamentals.

As the company reports earnings on Wednesday, Chris Larkin over at E-Trade from Morgan Stanley saying, look, the monthly jobs report would normally dominate the week's economic calendar.

But with the AI trade struggling the past couple of weeks, NVIDIA's earnings are once again looking like a key piece.

of the market's momentum puzzle.

Here to break it down, Ian King, because look, we can see companies and hedge funds maybe selling their entire holdings of Nvidia, but the fundamentals look pretty strong right now, Ian, it seems.

I mean, extraordinary.

We're anticipating, what, $55 billion worth of overall sales coming on the quarter, Ian.

There is areas where we could perhaps get a bit more granularity, whether it's concentration of certain end users, but also whether we're going to get any access to China.

But he has been very clear on the opportunity of sovereign AI more broadly.

So do you think you'll get more of a global perspective there of other end users, whether it be governments or whether it be other enterprises?

Ian King, thank you very much.

It's going to be a busy week as always for you.

Meanwhile, let's get the broader tech view as investors, of course, are gearing up for NVIDIA's results this week.