Favorable AI market still has 2-3 years, says Deepwater's Gene Munster

Let's ask Gene Monster. He's managing partner at Deepwater Asset Management. And Gene, I'm curious what you think c I I have a theory, but I want to know what yours uh what you think is going on here.I mean, I to me it seems like a lot actually improved sentiment after OpenAI did that massive raise last week after Sam Alman came out and defended kind of the idea of where's all the money going to come for for their data center um ambitions over the next few years on that podcast, Alex Caneritz. Did that is t ...