Likely to see swift revision lower in semi-AI trade, says BTIG's Jonathan Krinsky

Now, can the rest of the tech trade catch up with the chip rally. Long way to go. My next guest thinks a catch down is more likely.Joining me now is Jonathan Kinsky, BTIG chief market technician. Why a catch down. I mean, software certainly has a just a little bounce would go a long way.>> Hey, John. So yeah, I think the conversation to this point has been, you know, how extreme the move in tech AI semis have been, but I think the conversation really needs to be shifting on, you know, not only what when wil ...