Nvidia's Huang suggested there's lots of room to go for the AI trade, says Deepwater's Gene Munster

The energy industry is growing. the chips industry for example us we're growing uh infrastructure Azure OCI AWS Coreweave NBS these incredible companies they're growing AI models open AI anthropic x they're growing and on top of that AI applications cursor open evidence isn't that right we're literally seeing au complete revolution across that entire stack and opportunities across it and to the extent that we we have the the uh financial capacity to do so and to be part of this EOS, this entire stack. We're ...