Forget about valuations, the market is addicted to easy money, says Niles Investment's Dan Niles

Let's stick with the market this morning and video shares are a bit lower despite reporting that beat on the top and the bottom lines. The sticking point for the street appears to be the data center revenues that did miss estimates uh intensifying China competition fears. Let's bring in Dan Niles of Niles Investment Management founder and portfolio manager and get his reaction.Dan, good to see you again. Thanks Carl for having me on. Um all right, so what was your takeaway from the print.Well, first I'm goi ...