Fernandez: We've seen a lot of rethinking recently around the AI trade

Why don't we start off with the action that we're seeing uh in the futures, a lot of it being driven by the Broadcom earnings. We had a guest earlier said it's another moment of doubt for the AI trade. Do you agree with that sentiment.And then how do you play this. We have so many moments of doubt even after strong reports. >> Yeah, there's a lot of moments of doubt and it's not just today.It's been over the last couple of weeks and I think that's why we've seen this kind of rethinking around the AI theme. ...