Market wants substance around AI investment headlines, says Deepwater's Gene Munster

managing partner at Deep Water Asset Management. Gene, it's always great to chat with you. Um, but on a day um, you know, past couple of days where where some are wondering about these headlines, how do you, as somebody who is an analyst who who looks at these stocks and companies, how do you sort of think about all these headlines of guarantees, of commitments, of money not yet spent.Um, and uh, you know, we don't know what the ROI on all of this is still. >> I mean, you hit it right there. The money not s ...