Nvidia (NVDA) Too Crowded in "Treacherous" A.I. Trade?

Nigam Arora, Founder of the Arora Report, joins Oliver Renick to talk about the state of the A.I. trade. Nigam looks at where Nvidia (NVDA) falls in his stages of a long trade based on change. He also discusses whether he would invest in Mega Cap A.I. names like Meta Platforms (META), Microsoft (MSFT) and Alphabet (GOOGL).
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