Nvidia wants Intel's consumer business, says Deepwater's Gene Munster

uh Deep Water Asset Management Managing Partner Gene Muners is with us along with Wed Bush chips analyst Matt Bryson. Gan, uh Matt, great to see you both. Gene, I I'll kick it off with you.Why do you think Intel is up so much. I mean, what is what is a statement that you would make about about this move. Is it that Intel wasn't as bad as thought.I mean, Nvidia would surely not throw money into a a failing company. I think it's up because it's a validation. Christina talked about it.This is a a massive valid ...