We've likely greatly overpriced the AI trade, says Cole Smead

joining us right now, Cole Sme, CEO and portfolio manager of Sme Capital Management. Uh this is typically a light volume day ahead of the holidays, Cole, but everybody is uh still a little AI crazy and I imagine there's going to be a lot of conversations about the Mag 7 and Nvidia and stocks like that and maybe a little Bitcoin over the the Thanksgiving Day uh dinner table tomorrow. Uh where do you land on where we really are.>> Yeah. Uh happy Thanksgiving week. Uh uh so Andrew to your point um I I think a ...