AI worries have climbed but demand is off the charts, says Bernstein's Rasgon
Joining us now, Stacy Rasin, managing director and senior US semiconductors analyst at Bernstein. Stacy, great to have you. Broadcom and Nvidia.Uh, you know, sky's is the limit here. I mean, at what point do you start getting worried. Yeah, you know, the the worry that people would have on all these is that the music stops.like the numbers have gotten so big so quickly that I I mean you worry about sustainability and that that's always been the big concern but I think a lot of the things that we've seen ove ...