Sean and I talk about the potential implications of the SolarWinds breach and how we are in the early innings of this developing story. We react to the in-podcast announcement of Congress agreeing to a $900 billion stimulus package and debate to what extent the market has priced in fiscal action. The Impervious breaks down friends of the pod $CRWD, $NET, $SDC and the banks. We also reflect on $TSLA's stunning $50 billion market cap move on Friday for a company with a $50 billion market cap only a few years ago.