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Show Notes
Futurum's Dan O'Brien joins Morning Movers to discuss the overall tech sector and last week's pullback, saying "it was necessary at some point." He believes investors are trying to make sense of the massive A.I. capex commitments from the hyperscalers. Dan believes "demand outpaces supply" for at least the next several years saying the primary constraint is around the power grid and what will be the energy behind the tech companies. Later, he previews CoreWeave (CRWV) earnings and says its still a "volatile stock" but points to its Nvidia (NVDA) partnership as a key part of the company's operation.
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