Nvidia Won't Deliver Much Upside, Says Seaport's Goldberg

Let's stick with that. The next test on deck with a video earnings after the closing bell. Jay Goldberg of Seaport Global remained the sole sell on the stock writing.We think in video will meet expectations. It is hard to see them delivering much upside. Jay joins us now for more.Jay, welcome to the show. Still the big bear based on the recommendation. Let's get into it.What's going to camp the upside from here. I think they're limited on capacity. Right.We know that the industry is constrained across semic ...