tesla, microsoft, meta, and alphabet are all do. >> we are hearing it is all big tech. >> big tech has great balance sheets with a lot of cash and little debt. >> companies generating extraordinary amounts of cash flow are still doing well. >> tech is a big part of the quality story. >> looking out 1, 2, three quarters, it will start running out. >> you cannot just have tech doing well. >> it will be a good distraction for the market, to have a look at what is going on to see whether the valuations are supported by the fundamentals. haslinda: big tech, big expectations. let's get analysis with our mliv strategist in singapore. mark: the post-survey focused on the risks coming from treasury yields may be reaching 5% as the biggest factor which may weigh on earnings in the earnings season. slightly less worried about the ai impact. so companies would not come through on these wonderful promises of where ai is going in terms of her earnings. most of the survey was done before and video dropped 10%. as we go into the period where most of the magnificent seven reporting this week, people wi