About this episode
Scott Wapner and the Investment Committee discuss the broadening rally and whether it’s finally time to believe in it. Plus, Nvidia keeps going higher, surpassing Amazon’s market cap, the Committee debates whether you can still buy the stock at these levels. And later, we’ve got some Calls of the Day on Applied Materials, Arista Networks, and Netflix. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.