Should investors play AI bottlenecks over social media stocks?

Should investors bet more on the AI infrastructure bottlenecks than on other tech trends, such as social media? Today's Market Hang panel consists of Host Turney Duff, Yahoo Finance Executive Editor Brian Sozzi, Defiance ETFs CIO Sylvia Jablonski, Interactive Brokers chief strategist Steve Sosnick, and Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber. Video Transcript 00:00 Speaker A I think it's all about the bottlenecks now, right? Because all this all this stuff requires like power, um, cooling, it requires moving data from one place to another, it requires memory, um, inference, it actually has to know something, right? It has to remember things.