Nvidia (NVDA) is trading lower on Friday after experiencing a run the previous week. Some on Wall Street have begun to question whether the stock can continue its historic rally. Meanwhile, Microsoft (MSFT) has reclaimed its title as the most valuable US company in market capitalization.
Spear Invest Founder and CIO Ivana Delevska joins Market Domination Overtime to give insight into the performance of the Big Tech stocks and explain what investors should consider for their portfolios.
"We think that mega-caps drove the first leg of this upturn this year. And as we get into the second half, we think the upturn will broaden to mid-cap stocks. So that's where we are really looking most for opportunities. We still like Nvidia. We still see a lot of upside, but we don't think it's going to be as outsized of a performer compared to the rest of our portfolio," Delevska explains.
She adds that cybersecurity is a "particularly exciting" sector because the fundamentals are improving "by the day." Demand is high given the volume of cyber attacks affecting large companies on a daily basis, Delevska notes.
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