Nvidia-China return adds more fuel to AI capex fire, says Morgan Stanley's Mike Wilson

Joining us right now for his take on the markets is Mike Wilson. He's chief investment officer and chief US equity strategist for Morgan Stanley. And Mike, it's great to see you. Morning. Before we talk more broadly, can you just comment on on Nvidia, what that means maybe for tech for tech companies at large? Yeah, I think this is back to the the issue we've been dealing with is like what's going to be sanctioned, what's not going to be sanctioned. I mean the 232 like what's going to be carved out. So this ...