Deepwater's Gene Munster: AI is working for Microsoft

Another check on big tech earnings. Meta near after hours highs closing in on a $2 trillion market cap. Microsoft also around session highs.Both earnings calls underway. Gene Muner has been listening to the conference calls. He is managing partner at Deep Water Asset Management.Fast money friend. Gene, it's always great to have you with us. What has stood out so far from either call.>> Melissa, on the meta call, we saw the stock moving. It was up about 9 and a half% then kind of moved up to 11% on two comme ...