AI demand in Asia is strong, says Wedbush's Dan Ives on his AI bull case

Dan Ives out with a new bullish note on the AI trade as he's been conducting his channel checks in Asia. He is the global head of technology research. He joins us from Hong Kong.Good morning to you, Dan. >> Great to be here. >> So what you found supports the bullish case for for AI.Is that what you've been finding. >> Yeah, I'd say overall in the region, look, demand to supply for Nvidia chips, it's about 10 to one. You know, potentially 12 to one.You know, look, we do these trips, you know, three, four tim ...