This is the early stage of the biggest tech transformation in decades, says Goldman's Brook Dane

Joining us now with his outlook, Brook Dayne, Goldman Sachs Asset Management co-head of public tech investing. Brooke, thanks for being here. Thanks for having me.It's great to be back on. It's great to have you here today. Uh, any read through on the $4 trillion market cap for Nvidia and what it says about kind of the market psychology around tech right now.Yeah. So, the first thing I'd point out is if you ever wanted an advertisement for why active management in tech matters, Nvidia's stock chart this yea ...