Sethi: Thermo Fisher is a world-class compounder you want in your portfolio

Let's bring in Sarra Seth, managing partner and portfolio manager at Douglas C. Lane and Associates. He's also a CNBC contributor.Satra, good morning. Good to see you. >> Good morning, Frank.>> All right, we got to start with Nvidia. Uh, looking like it could open above $5 trillion for a market cap when at the opening bell. What does that say to you about the AI trade in this stock in particular.>> Look, I think the AI trade is going very strong. Nvidia's announced quite a few agreements. You you've seen it ...