Paul McCarthy takes a closer look at the A.I. trade. He says Nvidia (NVDA) has “grown into” its valuation, but Palantir (PLTR) needs to prove its growth. He speculates that there could be government contracts coming down the pipeline for Palantir but is still more cautious on the name. He thinks NVDA could climb to the $172 area but thinks price might begin to consolidate after its incredible run. Tom White walks through example options trades on both stocks.