Gene Munster Put 70% of His Money In AI —What He's Buying Now

For years, the trade was simple. Own big tech. Is it still that easy.Gene Monster is managing partner of Deepwater Asset Management and joins us now. Jean, thanks so much for being here. >> Wonderful to be here.>> So, Jean, what do you think. Big tech is lagging this year. Does the market have it wrong.>> I think the market uh has it wrong in the sense that you should still own some of the big tech. This idea of just owning kind of a basket, not giving it much consideration, I think is going to perform uh l ...