Pettit: We’re still positive on AI. Revisions need to stay up and to the right

All right, Drew, we got to start with that Nvidia news. Does this change your view of the AI trade. Earlier this week, as I mentioned, we saw Edard Denny say, "Go underweight Mag 7 and a lot of people trying to rotate their portfolios." The idea of opening up China not only to Nvidia, but maybe other names.Does that change your perspective. >> Not really to be honest with you, because this this area, the Mag 7, the AI trade, it's all been about upward revisions. And look, a lot of these numbers came out of ...