"The AI infrastructure trade has to keep going." 🤖

Nvidia is now at a $5 trillion market cap. >> It's really unbelievable the run that you see. You look at Nvidia right now now accounts for 8% of the S&P 500.We haven't seen something like this since the 1970s. >> What is more important to markets here. Is it another rate cut or is it that a company like Nvidia crushes it at every event they continue to have.>> The AI infrastructure trade has to keep going. You have to continue to see that narrative playing out. And in our view uh any any narrative that come ...