Demmert: Investors Overblew A.I. Bubble Fears, NVDA Growth Justifies Valuation
All right, [music] ready, set, go. Opening bell has rung. Stocks are taking off.Nvidia is up about 5% bringing the whole market up along with it. You also had some good news on jobs and Walmart as well. James Demer, founder and chief investment officer, Main Street Research, is joining me now.He is notoriously bullish. In fact, you had a hat that said Dow 100,000 and you gave us that some time ago. Tell me a bit about your thoughts on Nvidia.You know, I think that um people have underestimated Nvidia going ...