Nvidia crushed earnings but the stock still dropped — is this an AI warning sign or the buying opportunity investors have been waiting for? CFRA’s Angelo Zino breaks down Nvidia vs. AMD, the tech rotation, and how to invest in AI stocks right now.
00:00 Introduction
00:12 Nvidia Earnings Reaction
01:47 Buying the Pullback?
03:24 AMD vs. Nvidia
05:00 Is AMD the Better Buy?
05:51 Salesforce Earnings
07:22 AI Risk in SaaS
08:33 Tech Rotation & AI
09:57 Rapid-Fire Stocks
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