Brian recaps Thursday's trading session and the stark drop in AI sentiment that followed the midterm election results. He believes the bearish price action across the space is overblown, pointing to names like Micron (MU) as a stock he now considers very undervalued. Brian also sees Mag 7 names like Nvidia (NVDA), Alphabet (GOOGL), Apple (AAPL), Microsoft (MSFT) and Amazon (AMZN) with the AI buildout supporting the businesses long-term.