NVDA, AMD, NFLX – opportunity to buy quality at lower levels

Given Nvidia’s recent rally after it’s Q4FY23 results, we’d thought it be helpful to provide a fundamental and technical view, as well as a brief follow up on the other two stocks we have discussed within this service – AMD, NFLX. Both of which are positioned to capture market share from their competitors. As long-term investors, we firmly believe holding quality companies for at least 3 years is crucial. However, as you will see, there are times to buy, and times to take some gains. Last week we discussed why we are cautious right now based on our overall technical and macro view of the markets.

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