Anastasia Amoroso on AI rally: 'This is early days, and there's lots of things to still do in tech'

So it seems like there's a few different plays here, right. Obviously the the capex and semiboom is one area to play in, but if we do get, you know, some relief in the straight, does that lead you to buy Europe or Asia or travel names instead. >> Well, I think certainly the breakthrough potentially that we're hoping for to have in the Middle East should lift consumer sentiment, should lift consumer discretionary.you were just talking about some of the impacts that the war had on parts of the consumer discre ...