Meta is visibly seeing a return on investment from AI, says Rosenblatt Securities’ Barton Crockett

But our next guest says this holiday season could se see the rise of AI enthusiasm after built up the AI fears over the past year with research showing consumers plan to use AI to shop for gifts this year. Joining us now, Rosenblast Security senior research analyst Barton Crockett. Barton, it's great to see you.I want to actually pivot back a little bit to what's happening in the markets, what we've seen particularly earlier this week on the Google Meta Nvidia trade. you were on about a month ago saying tha ...