My take on Apple, Amazon, Facebook and Google after Nvidia’s rise

FAANG stocks displayed at the Nasdaq.

Adam Jeffery | CNBC

It’s been a great week for the portfolio. Ahead of the long holiday weekend, I know the buzz centers on Nvidia (NVDA) and how this great $ 465 billion company signaled a sea change when it reported a solid quarter, cut guidance – and shares rallied. That was directly contrary to the pattern before it.

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