How to play Jensen Huang's AI cake

Jensen Wong compared the growing AI economy to a five layer cake recently. He broke it down as energy, chips, infrastructure, models and applications. So, how can investors play all five layers and make smart picks beyond the traditional magnificent seven stocks.I want to bring in Tony Wang, Tro science and technology equity strategy portfolio manager. Tony, good to see you. Thanks so much for being here.So, obviously one of the biggest spokespeople for AI generally is Jensen Wong. So when he sort of breaks ...