Top Names, 5/25/2023
Continuing our core strategy.
This Week’s Top Names
The big news in our top names this week was NVIDIA’s (NVDA 0.00%↑) blowout earnings and guidance yesterday. The stock closed up more than 24% today, which is amazing for a company with a market cap of three quarters of a trillion dollars. I am now up 68% on NVDA since buying it as part of our core strategy at the end of February.
Below are Portfolio Armor’s current top ten names as of Thursday’s close.
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