Dan Nathan and Guy Adami provide an update on the past week in tech as investors digest what the regulatory environment will look like under a second Trump administration. From the rotation into software to Chinese internet names, the duo breaks it all down.

Dan then welcomes Imran Khan (12:00), founder and CEO of Proem Asset Management, to discuss his distinguished career in finance, starting as an equity research analyst and moving through investment banking to fund management. Khan shares his experiences and lessons learned from leading significant tech deals, including Snap's pre-IPO phase and the Alibaba IPO. The conversation also delves into the evolution of market strategies, the current state of tech investments, AI opportunities, and the risks associated with the private market investments. Khan provides insights into his unique investment process, emphasizing risk management, long-term vision, and the importance of not falling in love with stocks. Additionally, the episode touches on the Dallas Leadership Summit, an event Khan organizes to reconnect and engage with his diverse network of industry professionals.

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