Bill Davis of Hennessy Funds talks about the state of the rotation trade and how its affecting his firm's view on growth stocks. He explains why the Hennessy Sustainable ETF (STNC) includes stocks like HP Inc. (HPQ), Charter Communications (CHTR), and Quanta Services (PWR) and related peers see stronger upside in their stock prices. However, Bill sees plenty of upside in the AI chip space and names AMD Inc. (AMD) as a key winner.