How Nvidia is 'fueling the AI revolution,' analyst talks China, growth and the AI trade

Let's take a look at the AI trade. It's booming right now. Nvidia shares hitting an all-time high in the stock on an upward swing since its strong earnings report in May seeing a big turnaround from earlier this year.Joining me now, we've got Dan Ies, Wed Bush Securities managing director and global head of technology research. Dan, great to have you on the program with us. We saw strong third quarter results from Micron boosted by AI demand.So how does this factor into the broader AI trade and add just ano ...