In addition to $NVDA, Snowflake reported results yesterday . The results beat expectations and $SNOW stock was up 9%, but it's not an interesting company to me. In the cloud services area, I have $AMZN and $GOOG 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 or the $AMZN one looks better to me.
I also only have $AMZN from this sector so far, which I've now restocked.