Tom Lee: AI trade still in very good shape fundamentally

Let's welcome in now CNBC contributor Bunstratz Tom Lee. It's good to have you. Welcome back.>> Yeah, thanks Scott. Good to see you. >> So, so the market obviously assumes that this is all going to happen.The government's going to reopen and we're just going to get back on our merry way in in the stock market. That's certainly what the trade says today. Am I right.Uh yeah, I think there's a certain measure of relief because the shutdown robbed us of visibility on the macro data and of course there's economi ...