Q: Stocks are being pummelled. But as always, hopefully they will come back but it may take a while longer than normal. Trump is not normal. If one understands the risk, would you suggest buying some names that are being particularly hit today (eg SHOP -15%)? If so, can you suggest a few names?

Q: Down 47% on CTS. Up on TOI 33% and LMN 22% on taxable account. My question is it time to let go of CTS and increase the other two? Also have NVDA in this account essentially even. All were bought at the same time. Thanks

Q: Good Day,

I'm a current holder of NVDA. These other names are down 30 - 50%, and IF one were to want to add another of these, what order would you rank them, highest to lowest? Can you please comment a bit on each one including a good price target to buy at, expected growth rates, and, as much as your crystal ball can predict Agent Orange, How much more downside would you anticipate in this space this year? Will solid performing companies eventually just perform their way out of these dips in spite of him? Or will multiple compression from uncertainty continue to plague the markets until he's out of office/gets reined in?

Secondly, on the broader market, with next weeks tarriffs looming, would you trim a few positions, even if they were on position sizes that matched your size/risk profile, to have some extra powder dry for the anticipated overreaction? It feels like so much uncertainty is "priced in", but most things still drive lower when the event that was priced in happens.