Intel's stock has more room to run, says KKM Financial's Jeff Kilburg

TO STRONG SERVER CPU DEMAND, AND THOSE SHARES ARE POPPING ABOUT 3%. OUR NEXT GUEST BULLISH ON SEMIS, HAS A FEW NAMES IN PARTICULAR HE'S BUYING. WHAT ARE HIS THOUGHTS ON THE OVERALL MARKET HERE.LET'S BRING IN JEFF KILBURG, THE FOUNDER AND CEO OF K-I-M FINANCIAL AND A CNBC CONTRIBUTOR. JEFF, I'LL START WITH YOU. WE ALWAYS WATCH THE CHIPS FOR TWO REASONS RIGHT NOW, BECAUSE THE AI TRADE HAS BEEN ONE OF THE MORE SURE THINGS IN A TOUGH MARKET.ALSO, IT'S TYPICALLY A LEADING INDICATOR. AND IF WE'RE RUNNING INTO SOM ...