The device side of AI really hasn't taken off yet, says Deepwater's Gene Munster

Apple will be the top performing MAG 7 stock over the next six months. Joining us to talk about the tech sector is Gene Monster, Deep Water Asset Management Managing Partner. How's your last couple of weeks been, Jean.Have you been um white knuckles as or was it all as expected given the the runup we've seen in this sector. Well, I think the last week in terms of the shift from investors about how they think about AI and that overinvestment narrative really picking up steam that's made my knuckles more whit ...