Nvidia, Broadcom, and AMD are exceptionally well-positioned companies right now, says BofA's Arya

If you build it, they will come. So, how will all this play out in the semis trade. Joining us now is VC Arya from Bank of America.It's great to have you back on and let's start right there because it was another gang busters days day overall for the semis sector. Um, how much further can AI drive this. >> Uh, thanks Morgan.I I think that this thing can go on for at least another year to two years and perhaps even till 2030. And the reason is that most infrastructure cycles you know they tend to last for a ...