Apple, Alphabet could win the trillion dollar personal AI market: Intelligent Alpha's Doug Clinton

Let's bring in Doug Clinton now who in interestingly likes other hyperscalers over the NVIDIA. You like Amazon, Apple, and Google more than Nvidia. And in that order, why >> we do and and we own Nvidia too, Scott, and going into the print.I think the reality though is we just heard from many of these hyperscalers. They're boosting their capex guidance 30 to 50%. I think everyone is sort of expecting a pretty strong number from Nvidia.And so you have to ask yourself what is the incremental upside story. If y ...