Bernstein's Stacy Rasgon on the chips sector: The pie is still hopefully getting bigger

That's right. The chip stocks obviously hit by fears of an AI bubble last week. We did see some profit taking after strong gains.Joining us right now for more on the semis sector now though is Stacy Rascin Bernstein senior analyst. And and Stacy, the dust has cleared a little bit from the big release last week. Everybody was waiting to hear what Nvidia had to say.Turns out they had much better numbers than people had anticipated, much better guidance than people had anticipated. And yet the stock sold off a ...