Truist's Will Stein outlines his bullish case for Nvidia's path forward

Well, my next guest just raised his price target on Nvidia to $228 from 210, about 27% higher from where we are today. Staying focused on the longer term opportunities, let's bring in truest securities senior analyst William Stein. Will I curious what you think about this concentration of demand issue and about the the idea that I'm putting forth here that really the hyperscalers might not be the shapers of demand so much as their customers are.they're more aggregators of it. So maybe it's not like the same ...