Nvidia is the name to own in this environment, says Nancy Tengler

Nancy, great to see you. Um, kind of catch us up here on Nvidia's your thinking, this valuation now, uh, opportunities in China and all the rest of it. Good to see you, Kelly.You look great. Healthy. Thank you.Sleep deprived. I guess I'm what. Sleep deprived, but go ahead.Well, you had the same five and a half kids. Um, so I guess I would just say that uh the valuation is not as stretched as everyone would would argue. U I don't know that you buy it here.We were adding during the April tariff tantrum. We pi ...