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Alphabet Inc. (GOOG $281.10)
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NVIDIA Corporation (NVDA $170.81)
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iShares Russell 2000 Growth ETF (IWO $307.53)
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iShares Russell 2000 ETF (IWM $243.79)
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RH (RH $135.83)
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Crocs Inc. (CROX $81.54)
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Axon Enterprise Inc. (AXON $417.17)
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Aspen Aerogels Inc. (ASPN $3.35)
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SPX Technologies Inc. (SPXC $195.70)
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TransMedics Group Inc. (TMDX $97.08)
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.