NVIDIA Corporation (NVDA)

He hasn’t spent a lot of time on the valuation of this company. They are in all the right sector. He prefers the cloud computing companies.

This is a semi-conductor stock that is usually too expensive to own, he thinks. He thinks its peak may have come and it is dangerously over-valued. He would avoid it here.

Ten percent of their business (or substantially more) goes into crypto mining operations. Their financials are good. A competitor is about to go public with an $8 billion valuation and this will be a catalyst for the stock (Analyst’s price target is $24)

He thinks it is a quality company. His challenge with it is valuation. He likes it a lot but is waiting for a significant correction.

It is a semi-chip maker and has extended its runway with the development of self-driving technology. He took profit on it recently. He would buy again at $220. The Graphic Processing Unit business grew by over 130% last year. (Analysts’ price target is $278)

It is a momentum stock and as long as the momentum is with it you want to stay in it. The markets can get irrational. The trend will continue until it doesn’t. There is probably more upside left and you should be a dip buyer in the space.

He's bullish in the internet of things like Nvidia (augmented reality, blockchain, etc.) It's a leading stock in a leading sector. Tech shares have pulled back, yet Nvidia is trading at all-time highs. He'd buy this at today's prices. It keeps
beating estimates and has a strong upside.

It pulled back. It trades at 53 times, but is one of the best plays for graphics and video games. People go to video games as a sporting event now. He does not go to it but he can get around the Crypto Currency part. He would love a pull back to reassess.

Ready to continue to go higher. Making a good run on volume. Breaking through the head and shoulders pattern.

Excessive valuation. The market is getting ahead of how their chips will be used in AI and cryptocurrencies. He doesn't short or own this. He'd rather buy Qualcomm.

It's consolidating. Not a disastrous chart. It may bounce up. If it breaks below the 200-day moving average, then sell. That's his rule.

Has emerged as a leader, even getting into the car space. It will continue. Watch for pullbacks.

(A Top Pick Feb. 27/17, Up 139%) Bought it because he was looking for something outside FAANG space. Little did he know this has become a crypto and AI play, like self-driving cars. But the problem now is how do they improve on this? Number looks great across the board.

Done a great job. Invested a lot more capital in the busines, up to $9 billion with a 22% ROIC, but it's getting stretched. He's on the fence, but hold. Warning: it's not cheap. A good company overall.