It is 'EXTREMELY IMPORTANT' that we stay in this race safely, expert says

>> NEXT GUEST KNOWS THAT THE MARKET REMAINS BULLISH FOR ANTICIPATION AS WE CAN BECOME A GOOD THING ABOUT FAMILY BRINGING STOCKBROKER DIRECTOR JESSICA AND BEFORE WE GET INTO THAT, LET'S TALK ABOUT AI SAFETY THING, I THINK THE SURGERY SOME PEOPLE PUSHING IT AND SOME PEOPLE BEHIND CLIMATE CHANGE AND NOW SORT OF STUFF AND I KNOW IS POLITICIZING GOING TO HEAR ABOUT IT, NONSTOP BETWEEN ON THE ME TERMS OF WHAT YOU THINK ABOUT IT AS AN INVESTOR. SOMEONE IS REMAKING THE RECOMMENDING TECH NAMES MAY PEOPLE OF MONEY. >> WERE IN AN ARTIFICIAL INTELLIGENCE RACE IS IMPORTANT THAT WE SAY THERE SAFELY AND THAT'S EXTREMELY IMPORTANT BUT IT TAKES ME BACK TO MAY WHEN SAM ALTMAN IMMENSITY WAS INCREDIBLY INCORRECT ABOUT HOW AI WAS TAKING ALL OF HIS JOB BECAUSE HE'S NOT AN ECONOMIST WOULD HE LEFT OUT WAS A BROAD ENTERPRISE ADOPTIONS AWAY I AM LOOKING FOR IS HOUSING MORE ENTERPRISE ADOPTION AND THEN CONSUMER ADOPTION AND A SLOWER THAN WE ANTICIPATED THAT GOES BACK TO CEMENT WHICH ONE ENTERPRISE WE CONSUMER. >> BOTH ARE, WE CAN ASSUME THAT WERE GOING TO HAVE EVERYONE UTILIZING THESE MASSIVE AGES EVER SO QUICKLY NESSA HAPPENING WHEN YOU HAVE TO UPDATE THE INFRASTRUCTURE WIND WE HAVE TO UPDATE CYBERSECURITY THINGS THAT HAVE TO COME INTO PLACE FIRST IN THE ENTERPRISE PERSPECTIVE AND FROM THE CONSUMER PERSPECTIVE, WE GAVE THE AUDIENCE ALSO ALTO AND CROWD AND OBVIOUSLY MEANT SO THE BOTTOM LINE IS THAT THERE ARE OPPORTUNITIES INVESTMENT OPPORTUNITIES IN THIS WHAT WE ARE ALWAYS LOOKING FOR AND I WANT TO GET TO YOU AND SOME OF THAT WOULD LET'S GO BACK TO THIS NOTION ABOUT PARTICIPATION IN THE ROOTSTOCK SOMEBODY STARTS OUTPERFORMING THE MARKET AND ONLY 40 PERCENT. AND YOU KNOW YOU LOOK AT THE NUMBER OF STOCKS ABOUT THE 50 DAY MOVING AVERAGE AND THE CHART IS FALLING OFF OF A CLIFF IS THAT READ LIKE FOR YOU PRETTY START WE DON'T CELEBRATING WHEN YOU SEE THAT. >> WELL I THINK THAT THERE ARE CERTAINLY OPPORTUNITIES WHAT I LIKE TO LOOK AT HIS THE INDEX VERSUS THE MARKET CAP INDEX ON THE 1326 AND READY DAY MOVING AVERAGES IS WANTED TO THREE QUARTERS WORTH OF PRICES AND EQUAL WEIGHT ACTUALLY BROKE THAT POINT WHICH TO ME TO SET THE MARKET IS ACTUALLY MORE NARROW ARE NARROWING I WOULD NICOLE ERECT LIKE THAT IS A YELLOW FLAS TO STAY INTACT BUT THERE IS STILL BROADENING THAT WAS HAPPENING UNDERNEATH THE SURFACE THAT IS JUST BREAKING DOWN NOT FULLY BUT BROKE ONE FENCE LINE FOR A SIDEWAYS RANGE UNTIL WE GET SOME TYPE OF CATALYST THIS WEEK WE HAVE CATALYST IN TERMS WHAT IS HAPPENING WITH THE FED AND OIL AS MUCH OF MY MIND AND HAVE A TRANSLATES INTO THE BOND MARKET. >> WHAT ABOUT THE ULTIMATE EARNINGS YOU SAID SUPPORTS AN ELECTIVE OPPORTUNITY. >> THAT'S ABSOLUTELY SELECTIVE AND VERY MUCH SO IN TECHNOLOGY AND ENERGY AND ENERGY I WILL SAY, IS DEPENDENT UPON OIL SO THAT CAN CHANGE AND SHIFT QUICKLY. BUT IF YOU LOOK AT THE EARNINGS UPGRADE SO WHAT I LIKE TO LOOK AT THIS LOOKING AT EVALUATIONS AND PIECE THAT'S JUST PRICE DIVIDED BY EXPECTED EARNINGS WAS THE DELTA. >> SO REAL QUICK THOUGH 19, THAT IS FINDABLE IS NOT REASONABLE BECAUSE WE LIKE AND 23 OR 24. >> YES SO THAT WE HAVE COME DOWN IN THE MARKET HAS GOTTEN CHEAPER. >> IT HAS BUT THIS IS EARNINGS DRIVEN MARKET RIGHT NOW BECAUSE WE NEED TO UNDERSTAND ITSELF WHAT'S HAPPENING WITH TECHNOLOGY SPECIFICALLY IS THE EARNINGS ESTIMATES ARE INCREASING AND THE PRICES NOT FOLLOWING THROUGH WITH THAT IS REALLY BE UNDERVALUED OPPORTUNITY THAT WE ARE LOOKING FOR. >> AND SO QUICKLY LET'S TALK ABOUT THIS ANOTHER GREAT TARGET YOU HAD A LOT OF GREAT POINTS AND HIGHER YIELDS IN THE EQUITY HURDLE. SO NOT LONG AGO WE HEARD FOR HALFWAY TO BE HUGE IN THE VALLEY DID NOT DO THAT NOW HERE FIVE COULD DECIMATE THE RALLY WOULD YOU SAY WHAT YOU BELIEVE THAT AT SOME POINT WE CRY UNCLE. HIS THEIR NUMBER IN YOUR MIND. >> NOT A NUMBER IS NORMALIZATION CHART I WISH I WOULD'VE GIVEN YOU KNOW USING THE S&P 500 IN THE TO YOUR NOTE ACTUALLY COME THIS WHEN IT REACHES NEW 52 WEEK ICE, BUT THE VELOCITY OF IT SO. >> SO RAMPS UP. >> YES EXACTLY THE QUICKNESS OF AN MC'S RAMPED UP THAT'S OKAY BUT HE WRAPS UP AGAIN ONCE MORE SO WE CAN HANDLE ELEVATED JUST NEEDS FORMALIZATION. >> SO THIS IS COOL BUT THIS IS NOT OF THIS IS A SYRIA THINGS'S CONCERNING REALLY HAS TO DO WITH OIL TECH MAKING MONEY AND IN VIDEOS LOOKING PRETTY COMPELLING. >> YES IT IS IT'S OVER THE DELTA PRICE-TO-EARNINGS, THIS IS OVER 20 PERCENT INCREASE IN EARNINGS EXPECTATION AND THE PRICES ON FOLLOW THROUGH AND THAT'S CONSIDERED IN UNDERVALUED OPPORTUNITY FROM A TEXTBOOK PERSPECTIVE BUT ALSO FROM EARTHY ANALYSTS ARE SO EVEN IF THERE IS A SLOW DOWN, NVIDIA, WE BEEN TALKING ABOUT SO VERY OFTEN HAS OTHER OPPORTUNITIES THERE. IN THIS ONE, ABOUT A PERCENT OF EARNINGS INCREASES WHERE PERFORMANCE IS NOT FOLLOWING THROUGH SNOW GOING TO FIND SUPPORT ON THE 200 DAY COME VISIT WONDERFUL BUYING OPPORTUNITY. >> WE STARTED TURN UP AND HOLD HERE SPECIALLY BE GIVE ABOVE THE 50 LIKE HE WAS LIKE WELL MAN, TIME TO START TO ACCUMULATE SOMETHING HERE. NOW YOU HAVE A SORT OF INTERESTING THING, LIKE THE SORT OF ASCENDING TRIANGLE SORT OF THING ABOUT THESE AND CONVERGING WE MADE IT WITH ONE OF THESE PROCESS AND YOU KNOW, WHAT WOULD YOU START TO BUY WAIT A BIT. >> THIS AGAIN WORDS EARNINGS EXPECTATIONS OF INCREASED RELATIVE TO PRICE OF THIS IS WHERE I'M TEAM NEUTRAL LOOKING OF THE CHARGE THE BEST WAYS TO DEPLOY CASH SECURED PLACE WHERE YOU SELF INTENDING TO BUY THE SAW CAN YOU COLLECT A PREMIUM NEUTRAL STRATEGY SHORT-TERM AND IF IT MOVES ADVERSELY THE WORST THING THAT HAPPENS YOU OWN STOCK THAT WAS