Favorable AI market still has 2-3 years, says Deepwater's Gene Munster

WAVE IS UP NEARLY 20% IN THE PAST WEEK. THEY JOINED THE DEPARTMENT OF ENERGY'S GENESIS MISSION. SO IS THE AI TRADE BACK FOR GOOD THIS TIME, OR WILL THIS RALLY FADE AGAIN.LET'S ASK GENE MUNSTER. HE'S MANAGING PARTNER AT DEEPWATER ASSET MANAGEMENT. AND GENE, I'M CURIOUS WHAT YOU THINK.I HAVE A THEORY, BUT I WANT TO KNOW WHAT YOURS. WHAT YOU THINK IS GOING ON HERE. I MEAN, TO ME, IT SEEMS LIKE A LOT ACTUALLY IMPROVED SENTIMENT AFTER OPENAI DID THAT MASSIVE RAISE LAST WEEK AFTER SAM ALTMAN CAME OUT AND DEFENDED ...