Melius' Ben Reitzes: We're telling investors to 'sit tight' on these AI names

Let's bring in Melius research head of tech research Ben Writz to discuss. I mean hearing from Jensen just just the last time we've had you on in a few days there's been you know more Jensen bullish commentary more deals announced you know usually around open AI but we got the AMD one as well. Is is there are you getting any questions from investors about whether it's you know getting to be toppy.Oh sure we are. Sure we are. Um and we're telling them to sit tight.I mean, this reminds me of a little bit in 1 ...