In addition to $NVDA-7.4%, Snowflake reported results yesterday . The results beat expectations and $SNOW-6.7% stock was up 9%, but it's not an interesting company to me. In the cloud services area, I have $AMZN-4.2% and $GOOG-3.2% in my portfolio because they look much better to me.
What stocks from this sector do you have in your portfolio?

Interesting company, but either $CRM-5.7% or the $AMZN-4.2% one looks better to me.
I also only have $AMZN-4.2% from this sector so far, which I've now restocked.