August 12th Portfolio
Market rotation into "recovery stocks" (airlines, hotels, energy) has beat up tech this week, however, tech still continues to be the future of earnings power. Nvidia is my favorite stock, especially with earnings around the corner. Tesla was a stock I added today after hours, as I see upside potential in the 5-1 stock split run up.
NVDA (Earnings 8/19)
TSLA (5-1 split announced After Hours)