Only one or two hyperscalers will be the winners, says Miller Tabak's Matt Maley

Let's bring in Matt Mey, the chief market strategist at Miller Tayback. And Matt, this goes back to a big fight the market's been having over Oracle and whether they should be one of the survivors or not. Subject, by the way, I think of a New York Times piece this weekend.So, how are you thinking about this. >> Well, I definitely think uh the that the situation is one where there's going to be fewer uh all it five or six players are not going to win. Uh I think it's going to be more like one or two and uh i ...