Dan Niles on why there will be 'very strong' CPU demand this year

HE GETS IN, YOU KNOW, AND WHAT HE'S GOING TO DO, THAT WAS A BIG HINT IS THAT, YOU KNOW, STILL FEELING I THINK IT WAS BUILD. >> THE CASE TO CUT RATES IS THE HINT. >> DOVISH SIGNAL.WE'RE LOOKING AT INFLATION. MEASURE THAT. WHATEVER YOU HAVE.>> TO DO TO DO THAT. YEAH. >> ALL RIGHT.LET'S TURN TO INTEL NOW. THE SHARES ARE SURGING THIS MORNING AFTER AN EARNINGS BEAT. VERY SOLID GUIDANCE.JOINING US NOW DAN NILES FOUNDER AND FOUNDER OF NILES INVESTMENT MANAGEMENT. DAN I DON'T KNOW IF YOU GOT THE MEMO. IT'S NOT ABOU ...