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Alphabet Inc. (GOOG $253.73)
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NVIDIA Corporation (NVDA $182.16)
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iShares Russell 2000 Growth ETF (IWO $327.18)
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iShares Russell 2000 ETF (IWM $246.42)
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RH (RH $180.59)
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Crocs Inc. (CROX $85.15)
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Axon Enterprise Inc. (AXON $716.39)
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Aspen Aerogels Inc. (ASPN $8.15)
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SPX Technologies Inc. (SPXC $190.40)
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TransMedics Group Inc. (TMDX $128.91)
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.