-
Alphabet Inc. (GOOG $313.03)
-
NVIDIA Corporation (NVDA $195.56)
-
iShares Russell 2000 Growth ETF (IWO $338.85)
-
iShares Russell 2000 ETF (IWM $264.58)
-
RH (RH $184.01)
-
Crocs Inc. (CROX $93.97)
-
Axon Enterprise Inc. (AXON $520.18)
-
Aspen Aerogels Inc. (ASPN $2.57)
-
SPX Technologies Inc. (SPXC $226.66)
-
TransMedics Group Inc. (TMDX $131.85)
Q: I have some cash to deploy. Do you think yesterday's shift into 'other' stocks is a meaningful moment? I am not looking to sell any of the big US firms (GOOG, NVDA, etc.,) that I hold but wonder if it is an opportune time to put some of this money elsewhere. I am specifically looking at the US market and the move yesterday into RH and the like. Any sectors or specific stock suggestion that might fit this theme would be appreciated. I am thinking of US mostly, but not exclusively. Thank-you.