Christopher Verrone

We're going to keep you around.

We want to talk about the markets and add Baird Strategas' chief markets strategist, Chris Verrone.

It's good to have you here.

Great to be here, Steph.

I think, I think the, the prediction markets say it's less than a 10% shot that it happens this year, but I think when that happens, this dry spell for the A- uh, AI 2.0 trade will be over.

Chris Verrone of Strategas was here yesterday and said almost the exact same thing.

That, to him, it w- there was a little bit perhaps of political overlay to how poorly the AI infrastructure, the GEVs and all, have been trading the past three months.

Yeah.

Uh, it may not look the same as today's ad, ad model, but ultimately, in the end, we think it is a auction-based ads model, which is where most Meta businesses end up and, and frankly, where Google Search has been so successful.

Yeah, I think they would e- easily pivot that business model.

Ken, what do you like most about using Muse? You know, we talked to Chris Verrone yesterday from Strategas.

We're talking a lot about Chris after his appearance.