NVIDIA Corp. (NVDA)

I'll be taking at least a third of my long off ahead of the numbers this afternoon.

Profit-taking and rotation could be hurting NVDA, so play carefully to prevent this winner from becoming a loser.

So what's the narrative? Simple: the recession is ending, it turned out to be a V recession and recovery after all.

Splunk, Palo Alto Networks, and Nvidia thrive when so many others are faltering.

My expectation is that at some point Friday there will be some profit taking after the run that we have seen.

A look at those stocks likely to lead in the short- and long-term, the headlines out of China and Hong Kong, and the import of fiscal stimulus.

Over the past 10 quarters, the upside has seen consistently bigger moves than the downside.

As State economies begin the slow process of reopening, the Fed is there to support market function. Facebook's latest e-commerce foray has investors cheering.

Let's step back and look at this market that has abandoned all sorts of safety and went all in on the stocks of companies based on the Fed's words and a promising Moderna study.

Jerome Powell hit the airwaves with some words of caution and comfort. Nvidia is running into earnings.

A lot of money needs to come out of the QQQ.

Things are working out nicely since our buy recommendation of March 27.

Don't just follow the herd, time your exits and entrances well -- even if it is a big player like Warren Buffett that is leading the charge.

For now at least, cloud giants appear to be scrambling to add capacity to help support usage spikes for many apps and services.

With no meaningful overhead resistance I would anticipate that NVDA makes a new high soon.

Money movers are not buying protection for individual names, but they are starting to bet against the market en masse, while the Russell 2000 ran up 4% on Monday.

The problem for index fund owners is they own all three buckets and there are a lot more companies in the third bucket than in the first two.

Brains per share. Hearts Per Share. I've been around long enough to be that positive. I like these companies and more importantly, I like their stocks.

Trading volumes dropping on major indexes, U.K. teams begin human trials on a Covid-19 vaccine, and the U.S. Senate wants another stimulus package addition.

How has my book evolved since the Fed and Treasury rode into town? Here's how.

Looking at NVDA and AAPL on the charts.

China's COVID-19 outbreak weighed on both PC production and demand in Q1. But sales got a boost late in the quarter.

I do think the key to reopening this economy is one of greatly expanded testing for Covid-19, once a reliable treatment has made it past clinical testing, and into mass production.

These charts show activity is market positive for tech. Here is how I'm playing it.

Several U.S. companies could benefit as Wuhan and the rest of China appear to open for business.

Everyone from game publishers to chip developers to game-streaming websites appears to be getting a lift.

This precarious rally came on the back of oil production cut talks, but the equity markets remain in a downtrend.

Should growth expectations have to come down for more than a few months due to macro headwinds, tech companies sporting high valuations will likely see multiple compression.