AI trade is back on given magnitude of upside at Micron, says Silvant Capital's Sansoterra

Let's turn to our next guest who isn't worried and says the magnitude of upside in Micron today shows the AI trade is back on. Michael Sanseta is CIO at Silvent Capital Management. Michael, it's good to see you.This will have some people shaking their head heads, others breathing a huge sigh of relief. Uh what do you see happening here. >> Yeah, this is a great um measure of actual demand again and this is important to remember.There's not a lot of those left for this year. Uh but Micron's demand and and re ...