It is the biggest day of the year for the AI era. As Nvidia prepares to report a staggering $66 billion quarter, the bond market is reeling from the official nomination of Kevin Warsh as Fed Chair. Roman breaks down the "Warsh Shock" and the new monetary doctrine of productivity-led growth. Plus, we analyze the landmark SCOTUS ruling that just neutralized the "Greenland Tariff" threat and what the "AI Scare" means for the future of legacy software