Nvidia (NVDA) has lost nearly $430 billion in market value over the last three trading, coming down from a high that dethroned Microsoft (MSFT) as the world's most valuable company.

Kace Capital Advisors founder and CEO Kenny Polcari joins Morning Brief to give insight into Nvidia's recent performance and how he thinks the stock will perform moving forward.

Polcari explains that reactions to Nvidia's downturn are "way overblown": "I don't think people need to be nervous about what's happening in Nvidia. They should not be surprised. The stock has done nothing but go up in a straight line. So a 13% pullback, yes, does represent a little bit of a sale," he adds. Polcari tells clients to focus on the long-term story and to take this moment as an opportunity to be strategic.

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This post was written by Nicholas Jacobino