Big Tech names like Nvidia (NVDA) continue to make gains, sending the Nasdaq (^IXIC) soaring. Nvidia alone is up almost 165% year-to-date.
Deepwater Asset Management Managing Partner Doug Clinton joins Market Domination to share his playbook for investors wanting to incorporate Big Tech into their portfolios and which lesser known stocks they should keep an eye on.
Clinton elaborates on one of his hidden gem picks for tech: "We still like Arista (ANET). And it actually had a great week last week on top of those Broadcom (AVGO) earnings. Broadcom talked about strong networking demands. And they actually upped their networking revenue guidance on the reality that there is strong demand for Ethernet based products in AI data centers. Arista has built their portfolio around Ethernet. And so I think they stand to be a good beneficiary of that trend that we’re seeing from Broadcom."
For more expert insight and the latest market action, click here to watch this full episode of Market Domination.
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