Mayfield: The sign we're not in a bubble is the level of skepticism being levied at OpenAI

LATER. GREAT TO SEE YOU AS ALWAYS, COMING LIVE FROM LONDON. ALL RIGHT.TURNING BACK TO THE US. FOR MORE ON THE MARKETS, LET'S BRING IN ROSS MAYFIELD, INVESTMENT STRATEGIST AT BAIRD. ROSS GOOD MORNING.GOOD TO SEE YOU. >> YEAH. GOOD MORNING.THANKS FOR HAVING ME. >> ALL RIGHT. SO MIKE ROSS MOVING HIGHER.IT'S ACTUALLY OUR BIGGEST GAINER ON THE S&P THIS MORNING UP JUST ABOUT 10%. IT SEEMS LIKE IT'S GOING TO GIVE SOME MORE CONFIDENCE TO THE AI TRADE. BUT IT'S BEEN A BIT WOBBLY.HOW ARE YOU VIEWING THIS MICRON REPOR ...