LikeFolio's data shows Nvidia (NVDA) maintaining its leadership in the A.I. space when it comes to investor and consumer sentiment. Megan Brantley says the true "bottleneck" for A.I. is infrastructure. That said, she sees long-term investing opportunity for the sector as the data center buildout continues. Megan also notes AMD Inc. (AMD) improving "much faster" than it has in the past as it picks up pieces Nvidia leaves behind.