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Strategies & Market Trends : Trader J's Inner Circle
NVDA 194.38+3.3%11:52 AM EST

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From: Trader J4/26/2024 10:52:04 AM
2 Recommendations

Recommended By
Lou Weed
Sonali

   of 56532
 
GOOGL: What a quarter? This remains my top holding (MSFT #2 and AAPL #3) in my taxable portfolio and is now #2 (NVDA #1) in my non-taxable primary account. They killed this quarter and put in a solid foundation for future quarters. Given they forward looking valuation when compared to MSFT, price is looking justifiable.

GOOGL and MSFT have separated themselves here and now stand with NVDA as the top stocks from the Mag 7. AAPL has a lot to prove and TSLA is on the outside looking in. META still provides a nice opportunity after yesterday's debacle IMO.
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