- NVIDIA Corporation (NVDA)
- Twilio Inc. Class A (TWLO)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
Q: I am considering positions in Digital Turbines, Crowdstrike, Twilio and Nvidia as the market declines. What is your short and long term views on these companies? Is 1/3 positions a good strategy until the markets settle??