Deepwater's Gene Munster: AI trade is in a 'funk'

Rebutting reports that China's AI startup DeepSeek is using smuggled Blackwell chips. They are considered Nvidia's most advanced AI chips. That was a report in the information.Nvidia shares falling today now down almost 8% over the last month. Let's get reaction from Fast Money friend Gene Muner, managing partner at Deep Water Asset Management. We will get into Nvidia and all that.Gene, but I got to ask you about Oracle, which is down 10% here. I don't know if you want to speak specifically about the Oracle ...