With markets marching forward, Jay Woods joins Diane King Hall at the NYSE to figure out what winds are pushing stocks to new highs. Jay looks to the post-earnings rallies taking place with semiconductor and memory stocks. He does caution investors that some of the memory names may have gone parabolic, suggesting folks watch for a pause in price activity. Jay presents the case for Nvidia (NVDA) versus AMD Inc. (AMD) saying he would "never sell that stock [NVDA]" and calls it a long-term hold.