Nvidia's rise and unexpected opportunities in the AI trade

[Music] On Wall Street, strategists see AI and economic data replacing tariffs and the tax bill as the big focus for investors going forward. Barlay strategists expecting more gains for stocks with AI driving earnings. Joining me now, we've got Thomas Hayes, who is the Great Hill Capital Chairman and managing member.Thomas, great to have you here on set with us today. Great to be with you, Brad. Absolutely.I I had to try and squeeze your question in with our previous guest Dan Ives, but I got to know as wel ...