Big tech debate is moving away from capital spending to capital structure: Plexo Capital's Lo Toney

Welcome back. Meta and Microsoft earnings on deck tomorrow, followed by Apple and Amazon Thursday. Here to discuss what to expect is Plexo Capital's founding managing partner, Low.Tony Low, it's great to see you today. Uh first of all, the market today, we're not seeing everything selling off. We're seeing those chips selling off and sort of this move into everything that the AI fear has left behind.Is it a permanent rotation or short term. it feels like we need to think about it as shortterm. Um, look, wit ...