James Demmert on NVDA Bargain Stock Price, Mixed SMH & Value Outside Tech @SchwabNetwork
James Demmert on NVDA Bargain Stock Price, Mixed SMH & Value Outside Tech  @SchwabNetwork
Uploaded August 2026 | Updated September 2026, 2 weeks ago
James Demmert says Nvidia's (NVDA) earnings will be "very important" but expects Wall Street to "overcomplicate" the report. He calls the stock a "bargain" at current prices. On the greater AI chip trade, James turns to the VanEck Semiconductor ETF (SMH) by urging caution in the sector, making the case there are losers in the group. He turns to the greater economic outlook and other sectors to watch as the 10-year Treasury yield remains near multi-year highs.

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James Demmert on NVDA "Bargain" Stock Price, Mixed SMH & Value Outside Tech

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