Deepwater's Gene Munster: We still have 3-5 years left in the AI trade
CNBC Televisionยท2025-09-29 20:27
Welcome back. Is history in danger of repeating itself or at least rhyming as the current AI craze has some hearkening back to the dot crash of the late 90s. Too many stocks up too far too fast on the promise of riches down the road.We all know how that ended. Gene Monster, managing partner with Deep Water Asset Management joins us now. How do you think about that question.Are we at least rhyming. Well, >> I'm always looking for the rhyme, Scott. Of course, we're never going to see it perfectly map to what ...