NVDA Risks to Watch & Software "Lost Industry?"

Welcome back to opening bell. I'm Nicole Pedaly. So glad you're with us.Right now we're seeing some up arrows. The Dow's up 219 points. So it's been a pretty nice run.The Dow's up 10 months in a row. You'll take that. Not the NASDAQ though.It's having a tough month. Stephen Whiting's with us, co-founder and CIO at CIO Group. I'm glad you're with us.And I specifically sort of did that story about the Dow versus the NASDAQ because the NASDAQ in fact is having the worst month since last March. Um what's going ...