Munster pointed out that the stock has surged approximately 200% in the past year, catapulting Nvidia to the position of the third-largest valued tech company.
David Tepper's hedge fund, Appaloosa Management, made strategic moves in Q4 2023, including entering new positions, boosting select tech holdings, reducing exposure to semiconductors, and making key exits.
Coinbase Global, Inc (NASDAQ: COIN) is set to print its fiscal fourth-quarter financial results after the market closes on Thursday, and the stock was edging about 3.5% higher heading into the event.
On CNBC’s "Halftime Report Final Trades," Steve Weiss of Short Hills Capital Partners said Leidos Holdings, Inc. (NYSE: LDOS) is still cheap with a new management.