Nvidia's impressive growth in revenue and operating income, coupled with strong margins and expanding data center segment, makes it a promising long-term investment. Despite recent share price drops due to incredibly high expectations, the anticipation around the new Blackwell AI chip and continued capital returns to shareholders provide strong future growth potential.

Nvidia is producing astounding revenue growth, impressive gross margins, and strong net income. The company's continued expansion in data centers and the promising Blackwell AI chip make Nvidia a great long-term investment, especially given the ongoing AI revolution.

CrowdStrike's recent incident and subsequent guidance revisions indicate potential weaknesses. Revenue growth is slowing, and management has lowered expectations. Given the company's challenges and uncertainties, I'm taking a short position in CRWD shares for a swing trade to capitalize on potential declines.

With declining gross and net margins, increased costs not being offset by revenue, and significant losses in the latest earnings report, I believe Snowflake's stock is positioned for a further decline. The negative financial indicators point to potential stock price weakness in the medium term.

I sold all my shares in Viva Systems because I believe the current valuation is too high, and the growth rates needed to justify it seem unrealistic. The stock price could decline as the market corrects itself.

I'm betting against Alphabet due to concerns about its moats' durability, especially with the rise of competitors like Microsoft's Bing and ChatGPT. Coupled with anti-trust concerns and a recent performance drop, I believe GOOGL shares might continue to underperform.