Zachary Hill thinks the tech and semis trade "could re-couple" in the weeks ahead. He explains his rationale to Diane King Hall and dives into the metrics retail investors should focus on when it comes to the continued ramp-up in capex spending by hyperscaler earnings. Later, Zachary reacts to the macro headlines between U.S. and Iran which he labels as a similar news cycle to last year's constant updates on tariff policy.