There appears to be no stopping Nvidia (NVDA). After skeptics raised concerns about elevated valuations and Chinese startup DeepSeek at the start of the year, Nvidia's shares have climbed those walls of worry to not only become the most valuable company in the world with a market cap of $4.5 trillion, but NVDA stock is also up 40.7% on a year-to-date (YTD) basis, marking another period of outperformance when compared to the S&P 500 ($SPX). www.barchart.com Now, after Nvidia's $100 billion investment in O ...

Let's bring in Plexo Capital founding managing partner and CNBC contributor Low Tony. Low, thanks for having me. Great to have you here.Which is it. I love the old school references cuz I've got enough gray hair like we talked about to actually have been there. I had hair before the black canvas.It's a little known fact. I cut all mine off in anticipation. I think what we're going to see is a little bit of both because there's elements of both, right.So we had the vendor finance uh equipment purchasing that ...