- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- iShares Russell 2000 Growth ETF (IWO)
- iShares Russell 2000 ETF (IWM)
- RH (RH)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Aspen Aerogels Inc. (ASPN)
- SPX Technologies Inc. (SPXC)
- TransMedics Group Inc. (TMDX)
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.