Tom Lee: There will be an AI 'shakeout' but valuations are still reasonable compared to late 90s

And now let's welcome in Funst Strat's Tom Lee, a CNBC contributor. It's good to have you back. I know you love this trade, but what do you make of what Mr.. Griffin had to say. Um, well, I I agree with him. You know, we're in a period where there is a super cycle and exponential growth opportunities within AI.Um but it doesn't mean every company that has elevated valuation today deserves to actually have the capital and that and and that company may not even reinvest that capital properly to be a survivor. ...