Dan Ives on Nvidia earnings, CEO Jensen Huang, and his AI stock picks

So Dan, you've called Jensen Wong the godfather of AI. You say he delivered once again, but we were just hearing from John Vin about that data center miss being disappointing. We've seen signs of slowing margins.You remain bullish, but you know, are we flirting with bubble territory at the very least seeing some more risks and cracks below the surface. >> Yeah, I don't see any cracks. I mean, I think to some extent when you factor the China numbers in, it's actually even more bullish in expectations.And I t ...