Nvidia stock: 'The easy money has been made,' strategist says

The biggest winner of this AI hype cycle has been Nvidia (NVDA). Versace admits his firm missed out on Nvidia's move, having chosen to invest in Marvell Technology (MRVL). When it comes to Nvidia, Versace says "the easy money has been made. I think they need to show a lot more progress on what they're doing and really start to deliver on that guidance."