
The Fattest Trade in the Market, and an Unlikely Safe Haven Play? 3/17/23
CNBC's "Fast Money"
00:00
Nvidia
SEMA: It feels like everyone getting sucked into this AI mega trend. SEMA: NVIDIA isn't well positioned for that, but as a multi-year story, this is very much intact. Modus: A lot of this good news has been priced in at the moment.Modus: I think you'd get a better entry point.
Play episode from 16:23
Transcript


