Favorable AI market still has 2-3 years, says Deepwater's Gene Munster - part 2/2

i think so i think at the end of the day the the the the central question we're all asking back to a comment you had a minute ago about if they hit this i think when it comes to google when it comes to open AI all the large language models all these companies is just that simple

question of do you believe that ultimately the growth of these companies will exceed high expectations and i think if google continues to grow a surge higher than where investors think it's kind of eleven twelve percent for calendar twenty seven they recently grew at fourteen

percent look at what's happened obviously with google cloud and that impressive growth if they continue to do that i think it's going to be a positive read for the overall AI trade i think that whether it's google or positive commentary comes out now the that's the good news is

that across the board the data points continue to be most positive now again the market may not give it credit in any week to week but the data points have been most positive the the challenge there is that imagine what would happen if we actually got a negative data point i

don't foresee one but i think that is the the question that continues to nag investors are we one week away from a negative data point which ends up kind of putting us in a funk