Netflix has strong earnings growth, underlying fundamentals, says Globalt Investments' Thomas Martin

Our next guest sees a shifting landscape in mega cap tech where the leaders of Yore are not necessarily the winners of tomorrow although there are still some that have staying power. Joining us now is Thomas Martin, senior portfolio manager at Globalt Investments. Thomas, it's great to see you.Let's start with a name like Netflix and a few others that you think are popping up as those that will become the leaders in the I guess we're calling it the AI race. Right. Well, um, thanks for having me on your prog ...