Forget the AI hype. Buy the infrastructure.

Welcome back to Trader Talk here at Yahoo Finance. I am Kenny Pulcari, your host. And today we're talking to Kevin Man who's a CIO at Henyan and Walsh and we're talking to Willie Lee who is a principal at Neoellar >> Capital which has been renamed from Suro Capitals.Gentlemen, thank you very much for the conversation. There is a lot to talk about. The world has changed in the in the last in the first six months.It's going to change again over the next six months. There's a lot going on in terms of earning s ...