There's a dislocation between sentiment and fundamentals, says Morgan Stanley's Andrew Slimmon

For more on the markets, let's bring in our next guest, Andrew Slimman, senior portfolio manager. Morgan Stanley, Investment Manager, management. Uh, Andrew, I want to ask you about Nvidia and its role in this market and a test of sentiment here.Um, this is a company that trades at about 59 times earnings, historical earnings, uh, about one and a half times the level of the overall NASDAQ, of which it comprises a substantial portion of. Um, given we saw earnings yesterday, there's a lot that's been made of ...